“The definition of insanity is doing something over and over again and expecting a different result.”

– Albert Einstein

We live in an environment beset with new challenges requiring innovative thinking. The alternative is what Einstein described as a definition of insanity: “The definition of insanity is doing something over and over again and expecting a different result”. This has a particular resonance for the planet as it transitions to a more volatile period, both climatically and across investment markets. Some of the changes are structural in nature and will have far reaching consequences that will impact our daily existence:

Rising Population 

The United Nations predict that the global population will rise to 11 billion by the end of the century

083-Population-Growth-1700-205011

Food Productivity 

By 2050 food productivity will need to increase by a further 70% and protein production by 100%

Warmer Global Temperatures 

Temperatures may see a further 6°C rise by 2100 leading to cataclysmic changes to the environment

Higher Levels of Pollution 

Will affect 55% of the world’s population by 2100

Global-CO2-Emissions-1958-2014_Source

Less Farmland 

An estimated 1.5 million km2 of arable land will be lost by 2050

Arable Land

Declining Crop Productivity 

Across all regions and all crops, yields will drop by 2% each decade (based on a 2°C rise by 2050).

Declining-Crop-Productivity-Chart

Primal Investing