An interesting conversation with Mark Campanale and Matt McLuckie of Planet Tracker, a non-profit financial think tank focused on planetary limits and financial markets e.g. fisheries, water and textiles.
Planet Tracker’s focus is on global industry sectors defined by significant investment flows and revenues in the context of the planetary boundaries that are most threatened. This includes regional and global industry sectors such as agri-business, plastics and textiles.
As natural capital declines, Planet Tracker is working with capital markets to measure the extent to which macroeconomic health, also referred to as sovereign health, depends on the sustainable management of natural capital.
Through the lens of agriculture, Planet Tracker is assessing how declines in natural capital create increased credit risks for sovereign investors. In agriculture-based economies, declines in natural capital can decrease production, impacting industry revenue, tax contributions, employment and soft commodity exports, resulting in falling treasury receipts including of foreign currency.
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The above references an opinion and is for information and educational purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.Join the Community