Thematic reports

Latest report

Cyberattacks are escalating, costing the global economy the equivalent of ~3% of GDP every year. At the same time, markets that enable a safer and more resilient digital future could grow more than fourfold to around USD 1 trillion by 2040. Together, this creates one of the most urgent and attractive investment opportunities of the decade. 

The global food system is at a tipping point and with it comes a multi-billion-dollar investment opportunity.

Regenerative agriculture alone could see a threefold market increase by 2035, yet current funding meets just 10% of what’s needed. That gap signals a huge opening for private capital to step in and scale transformative solutions. This is a pivotal decade to invest in systemic transformation.

Aquaculture, or the farming of aquatic plants and animals, plays a vital role in addressing the growing global demand for sustainable protein sources.

This report explores the opportunities and challenges within the aquaculture sector, particularly the farming of salmon. It focuses on sustainable practices that align with ecological boundaries and the broader goals of the global food system.

“Investing in a circular and waste-free Europe,” is a sector-defining body of work which closely examines the current state of play in Europe. It highlights areas in which the EU is doing poorly, such as material production and disposal, which generates 850 Mt of CO2e per year, equivalent to 22% of total EU GHG emissions. The report, launched in conjunction with the Harvard Business School event “A trillion-dollar opportunity hiding in plain sight – the Circular Revolution”, sets a clear path toward future prosperity.