Neil Brown, an SRI analyst at Alliance Trust Investments, explains how the global fight to conquer obesity is providing a range of opportunities for ethical investors.
Obesity, and tackling it, is not the first topic which comes to mind when thinking about investing in food manufacturing or healthcare. But with global obesity levels already at epidemic levels and forecast to rise rapidly, the attempt to tackle it will fundamentally change the competitive landscape for many industries. This includes a range of companies exposed to certain sectors, from raw ingredient providers and food and beverage producers, all the way through to manufacturers of sporting goods and insulin. We have already found a number of progressive companies well positioned ...
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