Cheviot Climate Assets

Supply of fossil fuels is depleting rapidly and it is set to be under pressure by 2030. In addition, many of the most extensive fossil fuel sources are located in countries of political instability adding security of supply to the problem of energy scarcity. Energy consumption is set to increase 50% by 2030, and many governments have already implemented legislation to reduce carbon emissions. In particularly, Europe is committed to reduce carbon emissions by 20% by 2020.

We will invest in companies providing solutions to the problems of using fossil fuels and energy scarcity & security, such as those involved in renewable energy generation, green transport, products & technologies for green building design & construction and energy efficiency.

Food

Population is growing faster than ever before, with the majority of the growth coming from the developing world. To meet growing demand, food global supply is set to double by 2030. In addition, higher levels of prosperity will lead to changes on dietary choices and increased food consumption of protein rich products.

We will invest in companies providing solutions to the food supply/demand imbalance problem, such as those involved in grain production and harvesting, food testing, food processing measurement & control, and high-tech agriculture supplies.

Health

Ageing, chronic and lifestyle diseases have put serious strain on the healthcare systems across the world. In addition climate change is increasingly responsible for the propagation of infectious diseases which are highly sensitive to changing temperatures and precipitation patterns, such as malaria.

We will invest in companies providing products and solutions to these problems, such as those involved in medical supply & devices, vaccines and products for infections diseases, minimal invasive surgery and medical analysis & testing.

Resources

Population growth and consumer consumption is driving materials usage and waste generation to grow to unsustainable limits. High income countries are generating 0.8 ton of waste per capita per yearcompared to 0.1 ton of waste per capita per year in the low income countries.

We will invest in companies providing solutions to the problems of resource scarcity, such as those involved in waste management, production and processing of environmentally friendly materials, waste-to-energy, coastal protection, productivity and efficiency gains and process control.

Water

Water is becoming scarcer and more polluted from animal and human waste, industrial processes and the use of pesticides and other chemicals. Studies suggest that a 2°C rise in global temperatures could lead to a 20% reduction in water availability as well as crop yields and a more erratic water supply across many regions.

We will invest in companies providing solutions to the water scarcity problem, such as those involved in water supply and distribution, water analysis, monitoring and purification, water metering and efficient methods for crop irrigation.