YUMY News and Press, VanEck Future of Food ETF From 07/26/22

Inflation is running at levels not seen in 40 years; whether or not it has peaked, we believe that moderation will be a long process.1 Despite the challenges inflation presents for the broader economy, there are several long-term structural themes that we believe could provide some resili...

After a blistering start to the year amid strong demand and major supply constraints, fertilizer prices ran out of steam in Q2. However, it was not long before rebounds occurred. With fertilizer supply a matter of food security and economic stability, governments across the world have...

Two opposing forces appear to be dominating the market currently, with investors polarized between recession fears and bargain hunting following this year’s large equity selloff. Investors priced in most central bank tightening and seem more confident with the inflation outlook...

Recession fears and an accelerated Federal Reserve interest rate hiking trajectory weighed on markets during the second quarter, resulting in the weakest first half performance since 1970. The short end of the yield curve increased dramatically during Q2, with policy interest rates st...

If higher prices, which have now broadened, are allowed to persist, they can become sticky. A wage-price spiral, where rising wages beget rising prices, which cause further pressure on wages, certainly could allow inflation to be a challenge for longer than expected. In general, tradi...

Food price inflation in May reaches 10.1% in the US, 8.9% in the Eurozone. Eurozone sees higher inflation rates for wheat, fats and oils, commodities affected by the war in Ukraine. Central bank actions show early signs of tempering inflation in the US, but the global picture rema...

With food prices at all-time highs and demand continuing to grow, the agriculture industry is embracing new technologies to achieve greater yields in a more environmentally sustainable way. The United Nation’s Food and Agriculture Organization (U.N. FAO) Food Price Index increa...

It really feels that the energy transition is accelerating faster than ever, of course driven by the move higher in global natural gas and power prices. There have been a lot of newer innovations in terms of what we’re doing with solar cells and the ability to boost that output...

Oatly went public in May 2021, raising around $1.4 billion in a U.S. IPO. The firm sells a range of alternatives to dairy to a global consumer base. OTLY has production challenges, is subject to inflationary cost increases and a high cost structure producing significant and worsen...

We expect elevated inflation to continue into 2023 due to the lagged impact of food supply disruption and elevated energy costs. Should a recession occur, its scale is likely to be limited by the reduced number of negative feedback loops. Consumers enter this slowdown with a large...