In a world of food waste and farming inefficiency, companies making improvements to the food chain are sure to benefit, explains Dominion Funds CIO Arjen Los.
Recently we have seen a marked decline in crop prices, most notably corn and soy. This is a result of strong crop harvests and reports forecasting higher potential harvests as well as much lower than expected crop usage in early 2013. This price decline comes at a time when stocks of corn and soy are at their lowest for 40 years, meaning there is upside scope should weather conditions impact on harvests, as it did in 2012. Both factors suggest crop prices could reverse, and that there is a high probability crop prices will remain volatile. Against this backdrop, and with such volat...
To continue reading this article...
Join Investment Week for free
Signup and gain exclusive members-only insights - all free of charge!
- Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
- Get ahead of regulatory and technological changes affecting fund management
- Important and breaking news stories selected by the editors delivered straight to your inbox each day
- Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
- Be the first to hear about our extensive events schedule and awards programmes
