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Morning Meetings

The 'food & fibre transition' theme brings the issues of climate change, biodiversity and food security together into one investable focus that promises - alongside carbon transition - to be one of the critical investment themes of 2022 and for the decade ahead.

SRI-CONNECT's 'morning meeting' series captures and channels the best investment ideas from across the market on this theme into short, investor-ready 'meetings'.

May 2022

Follow-up actions

Message / connect to contributors to the meeting via their SRI-CONNECT profiles:

  • Victor Laudisio
  • Cristovao Alves
  • Andy White
  • Justin Sloggett
  • Mike Tyrrell

Access featured research:

  • S&P Global Ratings: Natural Capital Valuation - An Incentive To Protect Nature
  • NINT Natural Intelligence: Deforestation-related risks in the Brazilian meatpacking industry
  • Ceres / Bluerisk / DWS: Financial Implications of Addressing Water-Related Externalities in the Meat Sector
  • Good Food Institute: Plant-based meat - Anticipating 2030 production requirements

Download coverage reports

  • Download CMI Issue Coverage Report
    • The investment debate influencers on sustainable investment in food, forestry, faming & fisheries

January 2022

Morning Meeting - January 2022.mp4 from SRI-CONNECT on Vimeo.

Follow-up actions

Message / connect to contributors to the meeting via their SRI-CONNECT profiles:

  • Eveline Varin
  • David McNeil
  • Alison Midgley
  • James Hulse
  • Mike Tyrrell

Access featured research:

  • Rethink X: Rethinking Climate Change
  • Planet Tracker: No Rain on the Plain
  • Denny Ellison: The Real Value of Sin Stocks: Animal protein producer: JBS
  • Fitch: Investors Grapple with Stemming Biodiversity Loss
  • WWF & Metabolic: Navigating Ocean Risk

August 2021

Morning Meeting - August 2021 from SRI-CONNECT on Vimeo.

Follow-up actions

Message / connect to contributors to the meeting via their SRI-CONNECT profiles:

  • Zhihan Ma
  • Joachim Klement
  • James Hulse
  • Mike Tyrrell

Access featured research:

  • Credit Suisse: The Global Food System: Identifying Sustainable Solutions
  • Citi: Biodiversity: the Ecosystem at the Heart of Business
  • Changing Markets: Investing in Troubled Waters
  • Planet Tracker: Brazil: Roadmap to Sustainable Sovereign Bonds
  • Bernstein: Will the future of food be less meaty?
  • Liberum: Animal pandemics and their impact on the food system

June 2021

Follow-up actions

Message / connect to contributors to the meeting via their SRI-CONNECT profiles:

  • Lucy Acton
  • Martin Vezer
  • Alex Money
  • James Hulse
  • Mike Tyrrell
  • Sally Springer

Access featured research:

  • Morgan Stanley: The Future of Food: Complexities and Compromises
  • Planet Tracker: Against the Tide: The Japanese Seafood Industry Confronts Nature’s Limits
  • HSBC: Food Waste: The Low-Hanging Fruit
  • Sustainalytics – 10 for 2021: Investing in the Circular Food Economy
  • Oxford Smith School: Bull Market? Corporate Venturing and Alternative Proteins

December 2020

Follow-up actions

Message / connect to contributors to the meeting via their SRI-CONNECT profiles:

  • Francois Mosnier
  • James Hulse
  • Mark Kenber
  • Mike Tyrrell
  • Sally Springer

Access featured research:

  • Climate Bonds Initiative: Unlocking Brazil's Green Investment Potential for Agriculture
  • Edison: Meat Alternatives - a Lean, Green, Money-Making Machine?
  • Planet Tracker: Traceable Returns
  • CDP: Hungry for Change - Are Companies Driving a Sustainable Food System
  • Orbitas & Vivid Economics: Transition Scenarios for Tropical Agriculture

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