Plastics phase-out: Exposure through the value chain

Our Sustainable Investment Team takes an in-depth look at the companies likely to be most impacted by the drive to reduce the use of plastics.


Seema Suchak

Seema Suchak

Sustainable Investment Analyst

Elly Irving

Elly Irving

Sustainable Investment Analyst

Schroders' Sustainable Investment Team tackled the hot topic of plastics use in April. With consumers growing increasingly determined to reduce their dependence on plastic, the team have now undertaken a more in-depth study to assess the areas of consumer packaging likely to face the most pressure.

While consumer companies have been most visibly affected by the increased attention, the impacts elsewhere in the plastics value chains – among packaging companies and raw material suppliers – are likely to be more intense and disruptive.

The team have looked through that value chain to assess potential risks, the companies exposed to them and the steps some leaders are taking. The biggest impacts are expected to be felt by manufacturers of plastic packaging.

Important information

This communication is marketing material. The views and opinions contained herein are those of the named author(s) on this page, and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds.

This document is intended to be for information purposes only and it is not intended as promotional material in any respect. The material is not intended as an offer or solicitation for the purchase or sale of any financial instrument. The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations. Information herein is believed to be reliable but Schroder Investment Management Ltd (Schroders) does not warrant its completeness or accuracy.

The data has been sourced by Schroders and should be independently verified before further publication or use. No responsibility can be accepted for error of fact or opinion. This does not exclude or restrict any duty or liability that Schroders has to its customers under the Financial Services and Markets Act 2000 (as amended from time to time) or any other regulatory system. Reliance should not be placed on the views and information in the document when taking individual investment and/or strategic decisions.

Past Performance is not a guide to future performance. The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested.  Exchange rate changes may cause the value of any overseas investments to rise or fall.

Any sectors, securities, regions or countries shown above are for illustrative purposes only and are not to be considered a recommendation to buy or sell.

The forecasts included should not be relied upon, are not guaranteed and are provided only as at the date of issue. Our forecasts are based on our own assumptions which may change. Forecasts and assumptions may be affected by external economic or other factors.

Issued by Schroder Unit Trusts Limited, 1 London Wall Place, London EC2Y 5AU. Registered Number 4191730 England. Authorised and regulated by the Financial Conduct Authority.