Investment Thesis: Capturing Alpha in the $1.2 Trillion Global Circular Economy Transition (2025-2033) 1.0 The Macro-Economic Imperative: Sizing the Global Circular Economy Opportunity The global circular economy presents one of the most compelling, durable, and structurally significant investment landscapes of the coming decade. This transition is not merely an environmental, social, and governance (ESG) mandate; it represents a fundamental rewiring of industrial supply chains, resource management,…

Strategic Brief: The Circular Economy Patent Landscape and its Impact on Supply Chain Technology 1. The Strategic Imperative of Circular Economy Innovation The period between 2025 and 2033 is poised to be a transformative era, marking a definitive global shift towards a circular economy. This is not a gradual evolution but an accelerated transformation propelled by a convergence of powerful forces: disruptive innovations in supply chain…