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It is clear the food system—which makes up 10% of the global economy—is increasingly a major driver of climate change, and at the same time is disrupted by climate change. In equities alone, food makes up US$4.9 trillion or approximately 4% of global market capitalizatio...
Outside of Congress and the Federal Reserve, the White House is limited in what it can do to fight inflation. While we have seen the White House now focus efforts on refining capacity, our expectation is that the summer could see new record highs for gas prices in the U.S. The Whi...
The loss of wheat and sunflower exports from Russia and Ukraine has had clear knock-on effects on many Asian staples. In every country in Asia right now, food price inflation is pushing overall inflation higher, and this could have further to go. Certainly, higher rates can help r...
U.S. organic sales reached nearly $62 billion in 2020 as the industry achieved its 12th consecutive year of growth. Following growing consumer demand, the footprint of U.S. organic agriculture has expanded. While consumer demand has been the driver for an increase in organic agric...
Current Macro ag is coming in hot. Commodities futures are up across the board due to ongoing floods in the Midwest, and even snow still falling in some places. The one thing I am watching is wheat. The general condition of the winter crop did not help in finding a stable floor for pr...
We see specific themes in commodities that could benefit from the transition to a low carbon economy. On average, since 1997, commodities have historically outperformed the S&P 500 in the first 12 months after the beginning of a rate hiking cycle. Investors are increasingly us...
Commodities exposure, designed carefully, can provide effective inflation defense and portfolio diversification. After nearly a decade of struggles and underinvestment, the supportive infrastructure and supply for many commodities have become strained. Commodities don’t all...
The pork industry is weighing its outlook as farmers balance between strong hog prices and rising input costs. Farmers are enjoying some of the highest weekly hog prices since 2014, with domestic pork demand strong. The National Pork Producers Council (NPPC) says over the past 12 ...
The conflict in Ukraine has already led nations to reassess their energy security, but with two of the world's biggest grain exporters at war, food security is also making waves. The Hungarian government now has the option to buy any grain destined for export, while Moldova and Serbia have re...
Supply chain disruptions caused by viruses are not limited to coronavirus in 2022. As the herds in mainland China have begun to recover from the 2019 outbreak, the return to domestic supplies is apparent as the volume of imports had begun to reduce. For Italian pork producers, new...