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Emily Wagner, lead industrials and materials equity research analyst at Calvert, discusses the circular economy as a strategic investment framework driven by resource scarcity and supply chain risks. She emphasizes that circularity goes beyond recycling—it encompasses the full lifecycle of a product, starting with design through production, use, and end-of-life management.
Wagner highlights that circularity is fundamentally about financial materiality—helping companies reduce costs, mitigate risks and create new revenue streams. Real-world examples include waste management companies investing in recycling infrastructure, AI-powered sorting, and converting landfill gas into renewable energy.
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