Megatrends

Food For Thought

Investment Opportunities Across a Changing Food System

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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