Talking Heads – What’s Been Happening in Food & Agriculture? (BNP Paribas AM)
Companies across the food and agriculture value chain have been facing challenges ranging from changing eating…
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Nothing Burger: The Drivers behind U.S. Cattle Herd Size Stagnation (UBS AM)
As of the end of 2024, the US cattle herd size reached the lowest level on record and is more than thirty-percent…
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Feeding a Warming World: Securing Food and Economic Stability in a Changing Climate (Allianz)
Droughts, among other weather extremes, are set to erode agricultural productivity, raise food prices, and strain…
From Moo to Margin: Dairy’s Real Asset Edge (Firstlinks)
Australian dairy remains a compelling defensive asset and alternative investment, with low correlation to equities…
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