Looking for returns beyond food production stocks

Looking for returns beyond food production stocks

Michael Landymore, director of listed equities at Impax Asset Management, explains the strategies available to invest across the food and agriculture value chain.

With the relentless growth in population worldwide, coupled with rapid urbanisation and rising incomes in developing countries, the food and agriculture value chain is expanding quickly. In turn, the common investment perception of ‘more mouths need more food, need more capital’ is changing.  So instead of focusing just on agricultural food production, could investors participate in each of the value-added buckets provided by each link along the supply chain? Compelling drivers The UN forecasts the global population will increase by over two billion by 2050, or around 60 million ...