YUMY News and Press, VanEck Future of Food ETF From 10/20/22

Current U.S. infrastructure is in major need of upgrades; significant investment by governments is already in motion, incentivizing green infrastructure initiatives. Energy transition has been the early focus of investors, but there are multiple sectors within the green infras...

Summary Resource equities continued to exhibit remarkable resiliency during the quarter, with the S&P Global Natural Resources Index outpacing global equities and global bonds over the 3-month period. Macroeconomic themes mostly continued to dominate all resource equity-relate...

Summary USDA has now dropped the World Agricultural Supply and Demand Estimates in the much-awaited October reporting. In a simple one liner, here is the gist of it – lower soy and corn yields this year (drought and lack of fertilizer – we saw this one coming), but w...

Summary Over the last two weeks Federal Reserve officials delivered 37 speeches, all of the speakers competing to see who could be the most hawkish. The big problem with the Fed’s plan to kill inflation by reducing economic growth and raising the unemployment rate is that t...

Summary Chemical fertilizer increases of 40% year over year leaves farmers attempting to pinch another six billion dollars in market sales to offset the increases. The farmers will be fine; commodities always have a market; it’s the excess costs to downstream processors and...

Summary YTD, the S&P 500 is now down 24% while bonds have their own double-digit losses. Like stock valuations, currency valuations aren’t great timing tools but over a 3-year period after becoming undervalued, the outperformance is strong. Consumer defensive stocks...

Summary Food innovation and agricultural technology (AgTech) offer potential solutions to meet growing demand and greater supply chain risks. Alternative proteins and lab-grown meats are offering substitutes to consumers with evolving preferences for ingredients, environmental imp...

Summary Herd consolidation seems to be the main point being plugged right now as the total herd population of beef cattle is dropping and will continue to drop well into next year. Many ranchers are weighing their options now as La Niña continues into a third year. The cr...

Summary With the Fed’s latest “higher for longer” interest rate comments, commodities pulled back in the month of August, but continue to hold strong year to date. Commodities continued to recover from the July lows for most of August, but finished the month o...

Summary While food demand patterns have normalised since the pandemic, there are still supply issues due to labour shortages, climate and trade disruptions. Food manufacturers will look to strike a balance between quick fixes and structural solutions to increase resilience. Ec...