Clean Alpha | Appetite for destruction

20/03/2025 16 min Temporada 3 Episodio 2
Clean Alpha | Appetite for destruction

Listen "Clean Alpha | Appetite for destruction"

Episode Synopsis

With obesity rates soaring and GLP-1 weight-loss drugs revolutionising the pharmaceutical space, what does this mean for investors? How are traditional food companies adapting to a world where consumers are prioritizing health over convenience?Silvia Merler (Head of ESG & Policy Research), Simone Ragazzi (Global Equity Portfolio Manager), and Iacopo Esposito (Analyst) join us to break down the key insights from the latest Clean Alpha note, Appetite for Destruction, and explore where the biggest opportunities and risks—lie in this evolving landscape.