- The ocean underpins much of global trade, provides food for billions, regulates climate stability and protects coastal infrastructure.
- Treating it just as an environmental issue underestimates its macroeconomic significance and ignoring it as an asset class risks mispricing exposure.
- Strategic investments in sustainable and nature-positive ocean economy sectors can both strengthen portfolios and insulate them from risk.
It is not a niche environmental subject, but rather a macroeconomic foundation. Yet from a capital markets perspective, it remains both underpriced and under-allocated.
This creates a dual dynamic: material risk is already embedded across portfolios (though not always priced in), while structural growth opportunities remain…
