Why agriculture and nutrition could rival energy for investment opportunities

"Food, glorious food! Hot sausage & mustard." So sang Oliver Twist, dreaming of filling his concave stomach with more than thin gruel. It's a dream shared by millions at present. Sadly, millions more may share that dream soon. In March 2022, global food prices jumped to their highest level in 14 years, competing with soaring energy prices to demand an ever-greater proportion of disposable incomes. As a result, we believe that agriculture and nutrition may well rival energy as the most promising investment opportunities for today's investors, thereby funding the best companies in these se...