S.3 Ep. 5: Future of Food: Vast Implications For Investors
The global food system is rapidly evolving. Savvy investors need a playbook to navigate this change, whether seeking opportunities or mitigating risks.
Introduction
From farm to fork, our global food system is vast, complex, inefficient and increasingly unfit for purpose. But with the global food system representing just 10% of global GDP, why should institutional investors care? We believe understanding and navigating the rapid evolution of our fragile global food system is important for asset owners for a few reasons:
- Vulnerabilities in the food supply chain drive critical macroeconomic outcomes
- Food security is critical in evaluating domestic political stability and geopolitical risks
- There are attractive investment opportunities as the global food system is transformed
- Investing in the food system provides opportunities to further ESG goals and have measurable impact
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