Saturday, December 9, 2017

BAML: Food Security Poses Multi-Trillion Dollar Opportunity For Investors

This isn't an urgent "Do it now or lose your chance" type of bet but over the next few years there are some trends, facts and events lining up that you'll see in the headlines and think ha1

From ValueWalk, September 2017:
Global food security is one of the most important issues facing policymakers all over the world today. As the globe’s population continues to expand, but the volume of arable land remains constant, farmers are going to have to come up with increasingly inventive ways of crop yield and farm output, doing more with less.

According to research from McKinsey & Company, the food and agribusiness industry represents is worth over $5 trillion and accounts for 10% of global consumer spending, 40% of employment, and 30% of greenhouse-gas emissions. Agribusiness is also the largest global consumer of water (another debate for another day)....MUCH MORE

Some of the bank's picks to play these themes are highlighted in the table below:
Food Security