The food revolution: Sustainable investing
Chief Investment Office GWM | UBS
The future of food and the challenges we face.
The UN predicts the global population will swell from less than eight billion today to around 10 billion in the next three decades. Growing healthy food in a sustainable way for such a vast number of people requires rethinking our current approach to the food supply chain and applying technology intelligently to enhance what nature already offers.
The good news is that we are on the cusp of a new consumer-driven agricultural revolution that will likely reshape the way we farm, ship, and consume food. Change is being driven by five megatrends: 1) The political economy under scarcity; 2) the new-age consumer; 3) health and wellness; 4) digital catch-up; and 5) sustainable living.
The nascent food revolution offers notable investment opportunities in select segments like plant-based protein, Farming 4.0, online food delivery, and seed treatment and science. Perhaps most importantly, it offers investors the opportunity to profit and to make a positive difference in how the world farms and eats.