Increasingly heavy demands are being made on the world’s food supply. Yet the increase in the amount of available arable land is insufficient to meet the demands of a steadily growing global population that is expected to reach 9 billion by 2050. Rising levels of wealth in the emerging markets have led to increased consumption of protein, placing additional demand on grain and water supplies.
New applications for agricultural products resulting from the growing use of biofuels further strain food supplies by competing with people for agricultural products and arable land. Consumers’ increasing awareness of food quality standards intensifies the pressure to ensure the safety of food products from field to fork.
Our theme update slides explore sustainability issues of current relevance, providing a snapshot of innovative product segments, new applications or emerging trends including an example of a company active in the respective area.
The Strategy invests in forward looking companies that provide products and services that offer competitive and sustainable solutions that address production inefficiencies, resource utilization, waste reduction and shifts in population demographics and consumer demand within the following investment clusters:
Distributed Products: Within this cluster are manufacturers, distributors and retailers (including E-commerce) of packaged (both organic and processed) food and non-alcoholic beverage products.
Food Technology & Safety: Contains companies involved in the manufacturing and distribution of value-enhancing products including active ingredients and enzymes. Also includes companies providing inspection and verification services for animal as well as human health (e.g. traceability, biodiversity, etc) as well as food packaging solutions providers.
Producers & Logistics: This cluster comprises companies that engage in the production and processing of agricultural commodities (e.g. soy, corn, palm oil) and animal protein (e.g. poultry, beef, pork, fish, dairy); crop growers and plantations who own and cultivate land and crops; and companies engaged in the growing, harvesting, and selling of timber as well as pulp & paper products. Moreover, companies providing the transportation, storage, infrastructure, and logistical support for the agribusiness are also included in this cluster.
Production Factors: Within this cluster are companies providing animal feed, crop protection products and agriculture seeds, fertilizers and nutrients, farming equipment, machinery and irrigation equipment, precision farming and data providers.
Holger Frey, CAIA
Dieter Küffer, CFA
Mathias Büeler, CFA
Materials, Construction, Machinery & Transportation
|Thomas Guennegues, CFA
Utilities, Renewable Energies, Electrical Equipment
Junwei Hafner-Cai, CIIA
|Matthias Müller, CFA
Information Technology & Telecommunication
Aaron Re'em, CFA
Sustainability Investing (SI) Analysts
|Jacob Messina, CFA|
Head of SI Research
Senior SI Analyst
Energy & Mining
|Roland Hengerer, PhD|
|Jürgen Siemer, PhD
Senior SI Analyst
Melissa Castillo Spinoso
Michael van der Meer, CFA
Rachel Whittaker, CFA