The Global Food System Is Broken. Institutional Investors Should Care
PGIM's exploration of food has yielded new insights for institutional investors.
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.
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.
Taimur Hyat, Chief Operating Officer of PGIM, recently joined Bloomberg’s “What Goes Up” podcast to discuss why 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.