Richard Wielechowski / Senior Investment Analyst (Textiles) / Planet Tracker

There is a trend in legislation towards greater due diligence requirements meaning global brands/retailers are facing more and more scrutiny on matters happening outside their direct operations. Increasingly, poor social or environmental actions in their supply chains are not something to which they can turn a blind eye. Competition for water in areas where basic social needs are still only partially met may well be one of those cases and represent a potential long-term risk to brand reputations.
Richard Wielechowski