Skip to main content
PGIM LogoPGIM Logo
  • CONTINUAR EN INGLES

    • Megatendencias
    • Informe anual Best Ideas
    • Serie OutFront
    • Investigación de cartera
    • Panorama trimestral del mercado
    • Eventos de mercado
    • Liderazgo de pensamiento
    • Eventos y seminarios web
    • Videoteca
    • Pódcasts
  • Continuar en ingles

    • Inversión en ESG
    • Cómo invertir en alternativas
    • Cómo invertir en mercados emergentes
    • Gestión de riesgos
  • Alternativas

    • PGIM Private Alternatives
    • PGIM Private Capital
    • PGIM Real Estate
    • Montana Capital Partners (PE)

    Renta variable y renta fija

    • PGIM Fixed Income
    • Jennison Associates

    Soluciones

    • PGIM DC Solutions
    • PGIM Multi-Asset Solutions
    • PGIM Quantitative Solutions

    Distribución intermediaria

    • PGIM Investments
  • CONTINUAR EN INGLES

    • Clientes a los que les prestamos servicio
    • Asesores financieros
    • Relaciones institucionale
    • Ubicaciones globales
    • Comuníquese con nosotros
  • CONTINUAR EN INGLES

    • Descripción general
    • Liderazgo
    • Historia
    • Diversidad, equidad e inclusión
    • Ubicaciones globales
    • Comuníquese con nosotros
    • Suscripción
    • Solicitar información
  • CONTINUAR EN INGLES

    • Empleos en PGIM
    • Oportunidades laborales
  • CONTINUAR EN INGLES

    • Todas las noticias
    • Comunicados de prensa
    • En la prensa
    • Datos y cifras
    • Contactos con los medios
megatrends
Press Release

Food system stress is feeding innovation and investor opportunities: PGIM researchFoodsystemstressisfeedinginnovationandinvestoropportunities:PGIMresearch

Por PGIM Global Communications — 11 de may. de 2023

3 minutos de lectura

Compartir
  • Mail
  • LinkedIn
  • Twitter
  • Copy URL

Compartir

NEWARK, N.J., May 11, 2023 – Vulnerabilities in our global food system have surfaced recently as the invasion of Ukraine, COVID-19 pandemic and climate change have disrupted the food supply — having a profound impact on food prices, monetary and fiscal policy, even political stability. However, these disturbances have also tilled the soil for much-needed innovation, and investors can play a major role in transforming the industry for the future, according to new research from PGIM, the $1.2 trillion global investment management business of Prudential Financial, Inc. (NYSE: PRU).

To understand the emerging investment opportunities and hidden risks from this ongoing transformation, PGIM’s latest Megatrends research, “Food for Thought: Investment Opportunities Across a Changing Food System,” gathers insights from investment professionals across PGIM’s fixed income, equity, real estate, private credit and alternatives managers — as well as leading policymakers, academics, entrepreneurs, economists, and private equity and venture capital investors. The research urges investors to look beyond today’s headlines toward the long-term trends that are just beginning to reshape our global food system.

Media Contact

Sharan Kaur

+44 (0)20-7766-4804

sharan.kaur@pgim.com

Learn more
Food for Thought

Understanding and navigating the rapid evolution of our fragile global food system is crucial for institutional investors.

Learn more

Shehriyar Antia
“There is no question the food system is in the early stages of a generational transformation. It will need to grow more productive as well as more sustainable to meet the myriad challenges it faces.”
Shehriyar AntiaHead of Thematic ResearchPGIM
Read the paper

As populations around the world grow in affluence, preferences are shifting toward resource-intensive foods — such as meat and processed foods. PGIM’s analysis shows this trend — along with diets converging globally — is transforming the food system and reshaping how and what we eat today and for the next decade. With the negative impact of climate change on food production also accelerating, technology and innovation will be crucial in finding new ways of growing and producing food to meet these challenges.

“From farm to fork, our global food system is vast, complex, inefficient and increasingly unfit for purpose,” says Shehriyar Antia, PGIM’s head of thematic research. “There is no question the food system is in the early stages of a generational transformation. It will need to grow more productive as well as more sustainable to meet the myriad challenges it faces. Investors chasing the next food trend will be better served focusing on the innovation that is happening all across the food value chain — from crop science and farm equipment to advances in packaging, logistics, even alternative agriculture.”

Shifting demographics and preferences provide appetizing opportunities

These changing dynamics will drive growth in key areas across the food system:

  • Cold storage turning hot: As consumers demand more fresh foods as well as online grocery and food delivery, companies that provide both cold-storage warehouses and long-haul transport may be especially attractive.
  • Packaging offers cash flows no matter the food fad: Established food packaging players are a way of taking advantage of the growing market for prepared foods, without depending on volatile consumer behavior. Large players can fund innovations, are more resilient to recessions, and have a sticky customer base.
  • Meat producers offer a global contrarian investment opportunity: While plant-based and lab-grown meats dominate headlines, alternative meat demand is declining. Meanwhile, global demand for animal-based proteins is set to grow 14% by 2030.
  • Convenience and food safety drives emerging market opportunities: Companies in Latin America and Asia will continue to see growth from the shift to convenience and “Western” diets. Investors should seek local companies offering exposure to food and beverage staples with strong brand loyalty and extensive logistic expertise.

Innovation and technology improve productivity and sustainability

Food security, the sustainability of the global food system, as well as food price inflation, all raise important considerations for investors. Key trends include:

  • AgTech is driving smarter, more sustainable food production on small farms: Smart devices, sensors and mobile apps can improve the efficiency, profitability and sustainability of small farms. Meanwhile, precision agriculture — which draws on AI and proprietary data analytics — is doing the same for large-scale industrial farms.
  • Crop science and feed additives boost productivity and sustainability: Global leaders in crop science offer real-world, scalable solutions to boost sustainability and improve productivity. Enhancing agricultural productivity and reducing greenhouse gas emissions are critical for a stronger and more sustainable food system.
  • Farmland debt and equity offer unique exposure and attractive investment: Institutional ownership of farmland is growing but is still at a nascent stage, with only about 3% of U.S. farmland owned by institutional capital. Direct farming operations and leases can supply a steady source of income for investors, while productivity gains can drive capital appreciation.
  • Cultivated meat, more sizzle than steak: Though cultivated meat has attracted more than $1 billion in venture capital, the market is highly fragmented and not economically viable, with little visibility about which ones may emerge as winners. This segment is likely to see significant consolidation in coming years.

“The transformation of the food system right now is very similar to the energy sector 10 years ago and is in the midst of disruption,” says Jakob Wilhelmus, director of thematic research for PGIM. “Investors can take advantage of this by identifying those companies that are truly enhancing productivity and sustainability along the food value chain, versus those that are not adapting and will be more vulnerable to the complex challenges ahead.”

To learn more about these trends and the companies that are benefiting the most, read “Food for Thought: Investment Opportunities Across a Changing Food System,” the latest in PGIM’s Megatrends research series.

 

ABOUT PGIM

PGIM is the global asset management business of Prudential Financial, Inc. (NYSE: PRU), a leading global investment manager with more than $1.2 trillion in assets under management as of March 31, 2023. With offices in 18 countries, PGIM’s businesses offer a range of investment solutions for retail and institutional investors around the world across a broad range of asset classes, including public fixed income, private fixed income, fundamental equity, quantitative equity, real estate, private credit and alternatives. For more information about PGIM, visit pgim.com.

Prudential Financial, Inc. (PFI) of the United States is not affiliated in any manner with Prudential plc, incorporated in the United Kingdom, or with Prudential Assurance Company, a subsidiary of M&G plc, incorporated in the United Kingdom. For more information please visit news.prudential.com.

This material is provided for informational purposes only. Investing involves risk, including possible loss of principal.

  • Por PGIM Global Communications

See More

PGIM Chairman David Hunt on Expanding Access to Private Alternatives
In the News

PGIM Chairman David Hunt on Expanding Access to Private Alternatives

Por David Hunt — 21 de may. de 2025

Hunt joined Bloomberg TV to reflect on his tenure at PGIM, the firm’s global growth, and the evolution of asset management during his career.

PGIM Real Estate provides $141M in floating-rate financing for affordable housing portfolio in the Bronx
Press Release

PGIM Real Estate provides $141M in floating-rate financing for affordable housing portfolio in the Bronx

19 de may. de 2025

This affordable housing portfolio comprises 2,021 units across 34 properties, totaling 2.1 million square feet, located in the northern Bronx.

PGIM opens office in Jeonju, South Korea
Press Release

PGIM opens office in Jeonju, South Korea

13 de may. de 2025

The strategic move reinforces PGIM’s long-term partnership with National Pension Service (NPS) in South Korea, the world’s third-largest pension fund.

  • Perspectivas

    • Megatendencias
    • Informe anual Best Ideas
    • Panorama trimestral del mercado
    • Eventos de mercado
    • Liderazgo de pensamiento
    • Events & Webinars
  • Temas de inversión

    • Inversión en ESG
    • Cómo invertir en alternativas
    • Cómo invertir en mercados emergentes
    • Gestión de riesgos
  • Clientes

    • Clientes a los que les prestamos servicio
    • Asesores financieros
    • Relaciones institucionales
  • Acerca de nosotros

    • Descripción general
    • Liderazgo
    • Historia
    • Diversidad, equidad e inclusión
    • Ubicaciones globales
    • Comuníquese con nosotros
    • Suscripción
    • Solicitar información
  • Empleos

    • Empleos en PGIM
    • Oportunidades laborales
  • Sala de prensa

    • Noticias
    • Comunicados de prensa
    • En la prensa
    • Datos y cifras
    • Contactos con los medios
PGIM Logo
  • Términos y condiciones
  • Centro de privacidad
  • Ayuda de accesibilidad (en inglés)
  • Divulgaciones regulatorias del Reino Unido
  • Divulgaciones regulatorias del Países Bajos
  • Centro de preferencias de cookies

Solo para inversionistas profesionales. Todas las inversiones implican riesgos, incluida la posible pérdida de capital.

Este material es solo para fines informativos y educativos, y no debe interpretarse como asesoramiento de inversión ni como una oferta o promoción relacionada con ningún producto o servicio para cualquier persona que tenga prohibido recibir esta información en virtud de las leyes aplicables a su lugar de ciudadanía, domicilio o residencia. PGIM es el negocio principal de gestión de activos de Prudential Financial, Inc., y un nombre comercial de PGIM, Inc. y sus subsidiarias globales. PGIM, Inc. es un asesor de inversiones registrado en la Comisión de Bolsa y Valores (Securities and Exchange Commission, SEC) de los EE. UU. El registro en la SEC no implica un cierto nivel de competencia o formación.

La información incluida en este sitio web no pretende ser asesoramiento en inversiones y no ofrece recomendación alguna sobre la administración o inversión de sus ahorros para la jubilación. Al poner la información a disposición en este sitio web, PGIM, Inc. y sus afiliadas no actúan como su fiduciario.    

En el Reino Unido, la información es emitida por PGIM Limited, con domicilio social en: Grand Buildings, 1-3 Strand, Trafalgar Square, Londres, WC2N 5HR. PGIM Limited está autorizada y regulada por la Autoridad de Conducta Financiera (Financial Conduct Authority, FCA) del Reino Unido (número de referencia de la empresa: 193418). En el Espacio Económico Europeo (EEE), la información es emitida por PGIM Netherlands B.V., con domicilio social en: Gustav Mahlerlaan 1212, 1081 LA, Ámsterdam, Países Bajos. PGIM Netherlands B.V. está autorizada por Autoriteit Financiële Markten (AFM) en los Países Bajos (número de registro: 15003620) y opera sobre la base de un pasaporte europeo. En ciertos países del EEE, PGIM Limited presenta la información, cuando está permitido, en función de disposiciones, exenciones o licencias disponibles para PGIM Limited en virtud de acuerdos de permisos temporales después de la salida del Reino Unido de la Unión Europea. PGIM Limited o PGIM Netherlands B.V. emiten estos materiales para personas que son clientes profesionales según se define en las reglas de la FCA o para personas que son clientes profesionales según se define en la implementación local pertinente de la Directiva 2014/65/UE (MiFID II). En Italia, la información es proporcionada por PGIM Limited, autorizada para operar en Italia por la Comisión Nazionale per le Società e la Borsa (CONSOB). 

En Japón, la información es proporcionada por PGIM Japan Co., Ltd. (PGIM Japan) o PGIM Real Estate (Japan) Ltd. (PGIMREJ).  PGIM Japan, un operador comercial de instrumentos financieros registrado en la Agencia de Servicios Financieros de Japón, ofrece diversos servicios de gestión de inversiones en Japón.  PGIMREJ es un administrador de activos inmobiliarios japonés que está registrado en la Oficina de Finanzas Locales de Kanto en Japón.

En Hong Kong, PGIM (Hong Kong) Limited, una entidad regulada por la Comisión de Títulos y Futuros de Hong Kong, proporciona la información para inversionistas profesionales según se define en la Sección 1 de la Parte 1 del Anexo 1 de la Ordenanza de Títulos y Futuros (Cap. 571). En Singapur, la información es publicada por PGIM (Singapore) Pte. Ltd. (PGIM Singapore), una entidad regulada por la Autoridad Monetaria de Singapur en virtud de una Licencia de Servicios de Mercados de Capitales para llevar a cabo la gestión de fondos y un asesor financiero exento. Este material es emitido por PGIM Singapur para brindar información general de “inversionistas institucionales”, de conformidad con la Sección 304 de la Ley de Títulos y Futuros (Securities and Futures Act, SFA) de Singapur de 2001, y de “inversionistas acreditados” y otras personas pertinentes de acuerdo con las condiciones especificadas en la Sección 305 de la Ley SFA. En Corea del Sur, la información es emitida por PGIM, Inc., que tiene licencia para prestar servicios discrecionales de gestión de inversiones directamente a inversionistas institucionales calificados de Corea del Sur en forma internacional.

You are viewing this page in preview mode.

Edit Page