From Fertilizer to Famine: Understanding the impact of food inflation on markets and portfolios

Earlier this year, the Food and Agriculture Organization of the United Nations (FAO) revealed that its FAO Food Price Index had hit its highest level since its inception in 1990, reflecting new all-time highs for vegetable oils, cereals and meat sub-indices.

While myriad complex disruptions have already been straining the food market for two years - post-pandemic global demand; extreme weather; tightening food stocks; high energy prices; supply chain bottlenecks; and export restrictions and taxes - the recent convergence of all these factors following Russia’s invasion is unprecedented and has sent food inflation rates spiking around the world.

Beyond the obvious impact on the agriculture sector, a range of other industries will be affected by these surging prices. As a result, the innovation and technology required to safely produce and distribute the food we need will impact global investors across asset classes, providing opportunities as well as challenges for the portfolio.

Beyond the obvious impact on the agriculture sector, a range of other industries will be affected by these surging prices. As a result, the innovation and technology required to safely produce and distribute the food we need will impact global investors across asset classes, providing opportunities as well as challenges for the portfolio.

Watch this webinar to hear from leading industry analysts as they share their insights and predictions on which sectors are set to be the most disrupted, and what this means for investors.

Key learning takeaways:

• How is the situation in Ukraine impacting global exports and which commodities in particular are being affected
• What are the key environmental factors at play, and how these will affect different types of businesses and service models?
• Which sectors will be most affected - how to evaluate impact and uncover the opportunities?