Investment Uncut: Matt Lawton - Investing in the blue economy: Is there an opportunity beyond ESG?

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The blue economy is rapidly emerging as a major long-term investment theme, spanning everything from offshore energy and shipping to marine infrastructure, aquaculture and coastal resilience. But beyond the sustainability narrative, what are the genuine opportunities for institutional investors? 

In this episode, Letty and Jacob are joined by Matt Lawton, Head of Impact Fixed Income at T. Rowe Price to explore the investment case for the blue economy. We discuss where the most compelling opportunities are emerging today, and why some parts of the blue economy may become increasingly important over the next decade. 

What’s one thing you would like listeners to take away?

• Ocean regulates climate, supports biodiversity, feeds communities, underpins huge parts of the global economy. So for investors and asset owners, they'll take away that blue is not separate from green, but it's rather part of that foundation.

Any recommendations?

• Book: Deep Work by Cal Newport

• Podcast: Drive by Jim Farley