Investing in a sustainability revolution

In this episode of "Short Briefings on Long Term Thinking," Malcolm Borthwick interviews Kate Fox about deep transitions and their relevance to investors. Kate discusses the need for a second deep transition to correct the negative consequences of the Industrial Revolution, highlighting opportunities for long-term growth investors in areas like healthcare and agriculture. They explore the Deep Transitions Research Project, its focus on long-term thinking, and imagining future world scenarios. Kate shares insights on differentiating between systems optimization and transformation, using examples like electric vehicles and precision agriculture. She also touches on the principles of transformative investment, emphasizing the importance of long-term thinking, embracing uncertainty, and fostering interdisciplinary research. The conversation concludes with a discussion on mobilizing capital to drive change and the exciting next steps for the Deep Transitions project.