Core Insights - Edible Garden AG Incorporated has expanded its product availability by launching its Pickle Party and Pulp lines in Safeway stores, enhancing consumer access to functional and flavorful food options [1][2][5] Company Overview - Edible Garden is a leader in controlled environment agriculture (CEA), focusing on sustainable, locally grown organic produce and innovative farming solutions [6] - The company operates over 5,000 retail locations across the U.S., Caribbean, and South America, utilizing advanced farming technologies and sustainable practices [6][8] Product Launch - The Pickle Party line is positioned as the world's first functional pickle line, featuring raw, refrigerated, fermented, Kosher, and Non-GMO products made through traditional fermentation methods [3] - Pulp complements the Pickle Party line by offering fermented gourmet and chili-based sauces, appealing to consumers seeking bold flavors [4] Retail Partnership - Safeway, a major U.S. supermarket chain with over 900 stores, is known for its commitment to quality and fresh offerings, making it an ideal partner for Edible Garden's product expansion [2][5] - The partnership reflects Safeway's strategy to enhance its assortment of better-for-you products that align with consumer demand for clean ingredients and functional benefits [2][5]

Core Insights - Enviri Corporation has been recognized in Corporate Knights' 2026 Global 100 Most Sustainable Corporations in the World, marking its first appearance on this prestigious list [1][2] - The company achieved an overall ranking of No. 55 and is positioned as No. 2 in the Commercial Services & Supplies industry, as well as No. 3 in the Waste Management peer group [2][6] - Corporate Knights evaluated 8,229 public companies using a rules-based methodology, introducing a new "sustainable revenue momentum" metric to highlight companies with the fastest growth in sustainable solution sales [3] Company Overview - Enviri is a leading provider of environmental solutions for industrial and specialty waste streams, focusing on reducing waste, recovering materials, and ensuring safe operations for employees and communities [2][4] - The company's sustainability strategy is based on six core values, aiming to help customers manage complex waste streams while minimizing environmental risks and creating shareholder value [4] - Enviri operates in over 150 locations across more than 30 countries, serving a diverse customer base with critical recycling and reuse solutions [5]

Core Viewpoint - Huhtamaki Oyj is set to publish its 2025 financial results on February 13, 2026, at approximately 8:30 EET, followed by a combined audiocast and teleconference at 9:30 EET where the CEO and CFO will present the results and engage in a Q&A session [1][2]. Company Overview - Huhtamaki is a leading global provider of sustainable packaging solutions, focusing on protecting food and beverages, ensuring hygiene and safety, and preventing food waste [4]. - The company has a history of over 100 years and operates in 36 countries with around 18,000 professionals across 101 locations [5]. - In 2024, Huhtamaki reported net sales of EUR 4.1 billion and is listed on Nasdaq Helsinki, with its headquarters located in Espoo, Finland [5].

Core Insights - The global digital economy is rapidly expanding, driven by artificial intelligence, cloud computing, and data-intensive services, leading to increased demand for data centres [1] - Malaysia is emerging as a leading data centre hub in Asia, expected to surpass India in capacity by 2029, despite India's advantages [1][2] Malaysia's Rise - Malaysia attracted approximately $43 billion in data-centre investments from 2021 to 2024, with an annual growth rate of over 22% in installed capacity [2] - Johor has transformed from a palm-oil plantation area to a global AI-infrastructure hotspot, benefiting from demand spillover from Singapore [2][4] - The country has streamlined power planning and approvals, reducing the time for power approvals from 3-4 years to about 12 months [4] Policy and Regulatory Framework - Malaysia's policy coordination includes predictable frameworks for incentives, permitting, and infrastructure, with a Data Centre Task Force established in 2025 to harmonize approvals [5][6] - A Sustainable Data Centre Framework is being developed to enforce energy and water efficiency standards, with a target of 31% renewable energy by 2025 [6][7] India's Position and Challenges - India has the second-largest data-centre capacity in Asia, projected to reach 4,500 MW by 2030, driven by strong demand fundamentals [8] - Despite favorable policy intent, execution remains a challenge, with long approval timelines for land and utility connections [9][11] - Power supply is a significant bottleneck, with data centres projected to consume 3% of India's power by 2030, facing hurdles in securing long-term green power [10] Competitive Landscape - India's data-centre growth is influenced by state-level initiatives, with Maharashtra and Tamil Nadu facing saturation, while Telangana and Andhra Pradesh offer competitive advantages [12] - Malaysia's success highlights the importance of prioritization, sequencing, and stability in planning and execution [13] Recommendations for India - India should implement tiered sustainability standards and ensure power certainty through early-stage grid access and renewable energy commitments [14][15] - Unified planning and site-zoning rules are necessary to streamline approvals and minimize conflicts [15] - Establishing a multi-stakeholder task force is critical for coordinating planning, grid expansion, and water management [15] Conclusion - India's opportunity in the data centre sector is significant but requires improved execution to compete effectively against Malaysia and other emerging markets [16]

Stefan Verheyden (SV): Apart from geopolitical challenges, there's lots of mega-trends in our industry that play an important role. There are emerging markets with increasing health care access and the importance of the biotech care market. The GLP-1RA market meanwhile is a game changer for the packaging industry. Apart from these, pharma outsourcing is playing an increasing role and there is always a focus on sustainability. There's still a tail effect from the pandemic situation we were in a couple of yea ...

Core Themes in Wealth Management - Private markets have transitioned from niche to mainstream, with increased allocations to private credit, infrastructure, and sustainable assets driven by the need for enhanced yield and portfolio diversification in a changing interest rate environment [1][4] - There is a growing alignment between capital and purpose, with clients seeking investments that offer attractive financial returns alongside measurable social and environmental impacts, particularly in sustainable infrastructure and affordable housing [2][4] Evolving Client Demands - Client demand is increasingly focused on private and alternative assets, with a strong appetite for private credit, infrastructure, sustainable assets, real estate, and direct lending opportunities, making private markets core components of investment portfolios [4] - Clients are emphasizing investments that deliver both financial returns and positive social or environmental outcomes, particularly in the context of the transition to a low-carbon economy [4] Key Lessons for the Industry - Access and alignment are becoming more critical than product volume, as clients seek direct access, transparency, and the ability to tailor investments to their objectives, moving away from generic fund exposure [3] - The traditional distribution model is evolving towards origination-led approaches, where expertise and execution capability are key differentiators for providers [3]

Core Insights - BASF SE (BASFY) will participate in PlastIndia 2026 from February 5-10 in New Delhi, showcasing a range of sustainable performance materials and innovative applications [1][8] - The event will highlight BASF's commitment to sustainability and circularity through the plastics journey across the 'Make,' 'Use,' and 'Recycle' phases [1][3] Group 1: Event Participation and Themes - BASF's participation in PlastIndia 2026 aligns with the theme "Bharat Next," which represents a self-reliant India, reflecting the company's ambition to be the preferred chemical partner [3] - The showcase will include products and technologies from BASF's Creation Centers, Ultrasim Simulation Technology, and applications in various sectors such as automotive, medical, and consumer goods [4][8] Group 2: Product Innovations and Capacity Expansion - BASF has increased its Ultramid PA capacity and introduced Ultradur FR and HR grades produced in India, enhancing its polymer offerings [2][8] - The display will feature a fully TPU-based concept shoe, a chess set made from upcycled engineering plastics, and mobile spectroscopy solutions, emphasizing innovation in recycling and sustainable materials [4] Group 3: Stock Performance - BASFY stock has increased by 8.6% over the past year, contrasting with a 21.9% decline in the industry [5]

Core Insights - Gap Inc. CEO Richard Dickson highlighted the increasing consumer willingness to pay a premium for sustainable products, indicating a shift in consumer behavior towards sustainability [1] - The company has initiated a new project in collaboration with Water.org, aiming to enhance its sustainability efforts and address water-related issues [1] Company Summary - Gap Inc. is focusing on sustainability as a key component of its business strategy, reflecting broader industry trends towards environmentally responsible practices [1] - The partnership with Water.org signifies Gap's commitment to social responsibility and sustainable development, potentially enhancing its brand image and customer loyalty [1]

Core Insights - Digital transformation is becoming essential for Swiss companies, with increasing demand for cloud services to support AI applications [1][2] Group 1: AI and Cloud Infrastructure - Swiss enterprises view AI as a long-term capability reliant on scalable cloud infrastructure, which supports sustained growth in public cloud services [2][3] - Companies are cautious in adopting AI, often testing use cases before broader implementation due to high initial costs and ethical concerns [2][3] Group 2: Data Sovereignty and Compliance - Data sovereignty is a critical requirement for Swiss organizations, leading to a demand for locally controlled and legally secure cloud environments [3] Group 3: Sustainability Initiatives - Swiss enterprises are integrating sustainability into their cloud strategies, investing in green technologies to reduce carbon footprints and achieve climate goals [4] Group 4: Cost Optimization - Cloud cost optimization is a priority for Swiss companies as rising IT spending leads to complex billing procedures, prompting the application of FinOps principles for better resource management [5] Group 5: Strategic Partnerships - Swiss companies are forming strategic partnerships with major cloud platforms to enhance digital competitiveness while adhering to strict data protection regulations [6] Group 6: Market Trends and Provider Evaluation - The 2025 ISG Provider Lens report evaluates 65 providers across various service categories, naming Swisscom as a leader in all seven quadrants [9] - HCLTech is recognized as a Rising Star in two quadrants, indicating promising potential in the market [10]

Summary of the Conference Call on Defence in Sustainability Industry Overview - The report focuses on the **Defence in Sustainability** sector, particularly in Europe, highlighting trends and insights for 2026 [2][3]. Key Trends and Insights 1. **Easing of Exclusions**: - Exclusions related to conventional and nuclear weapons are easing, with positioning in Article 9 and Article 8 funds increasing by approximately **5 percentage points** and **10 percentage points**, respectively [2][21]. - Investors are adopting a more nuanced approach towards conventional weapons, allowing exposure to military software and surveillance while maintaining exclusions on combat equipment [15][21]. 2. **Security as a Prominent Theme**: - The **Security** theme generated the highest net inflows in 2025, surpassing even AI and Big Data, and is expected to remain significant in 2026, encompassing national security, energy security, and cybersecurity [10][29]. 3. **Dual-use Technologies**: - There is growing investor interest in dual-use technologies, with some focusing on technologies applicable to both civilian and defence sectors, while others are identifying companies pivoting towards defence markets [30][32]. 4. **Autonomous Weapons Development**: - The development of autonomous weapons is primarily driven by private companies, with public corporates focusing on "wingman" capabilities. Significant deployment is not expected until the mid-2030s [33][35]. 5. **Anti-defence Technologies**: - The focus on cost-effective counter-warfare technologies is increasing due to the declining costs of offensive capabilities, such as low-cost drones. This trend is accelerating demand for scalable defensive solutions [38][39]. 6. **Corporate Restructuring**: - Companies outside traditional aerospace and defence (A&D) sectors are pivoting towards defence, with firms like thyssenkrupp and Indra Sistemas deriving over **5%** of their revenues from defence-related activities. There is also a trend of corporate restructuring to unlock valuation upside [41][43]. Additional Insights - The European Commission's stance on defence investing within sustainability remains unchanged, clarifying that nuclear weapons are not classified as controversial weapons [5]. - The report indicates that European defence spending is projected to reach **3% of GDP by 2030**, implying a **7% CAGR** and total spending exceeding **$700 billion** [47]. - The report highlights the importance of upcoming country-level defence budgets in driving order momentum and earnings estimates for companies in the sector [48]. Conclusion - The Defence in Sustainability sector is evolving with significant trends in exclusions, security themes, dual-use technologies, and corporate restructuring. The insights provided in this report are crucial for understanding the investment landscape and potential opportunities in the defence sector moving into 2026 [2][3][10].