Plans to protect air and water, wilderness and wildlife are in fact plans to protect man.
Our long-term investment themes
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Running out of freshwater
Water is a critical but increasingly scarce resource. More than 1 billion people already lack access to clean water and it is expected that, by the middle of the century, that number will increase to 2.7 billion. Consequently, hundreds of millions will be forced to migrate. What is already a crisis could quite easily turn into a catastrophe.
The world is populated by approx. 7.5 billon people today. As the global population approaches 10 billion by the middle of the century, and as living standards rise across emerging markets, demand for food and water will rise exponentially. Food production must rise 60% in the next 20 years to meet projected demand, and food production accounts for 70% of all water consumption globally.
Desalination will fix the problem, they say, but desalination is not an option open to all countries. A dramatic change in consumer habits and attitudes must also take place, and that takes time. Meanwhile, severe droughts in parts of the Middle East and North Africa have created social unrest of unheard-of proportions, which has resulted in optimal recruitment conditions for ISIS so, altogether, it is pretty messy.