March 22, 2024
The global food system is in a multidecade period of upheaval. Governments, regulators, companies and consumers are rethinking the way food is produced and consumed in an increasingly resource-constrained world. Innovation and disruption are already happening and will, in our view, accelerate in coming years.
KEY TAKEAWAYS
- Feeding a growing global population will require new production methods to align with an intensifying focus on sustainability among regulators and consumers.
- For long-term investors, structural changes across the value chain will present both opportunities and risks as innovations disrupt various food-related industries.
- Seed innovation, lower-impact fertilizers, precision agriculture, regenerative farming, alternative proteins and waste management and reduction are among the innovations that we are keeping a close eye on.
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Rob Beale is an ESG senior manager at Capital Group. He has 22 years of investment industry experience and has been with Capital Group for 21 years. Earlier in his career at Capital, he was a global investment control manager. Prior to joining Capital, Rob worked as a proxy voting associate at J.P. Morgan. He holds a bachelor’s degree in oceanography with marine biology from Southampton University. He also holds the Chartered Financial Analyst® designation and the Investment Management Certificate. Rob is based in London.
Seema Suchak is an ESG sector research director at Capital Group. She has 20 years of industry experience (as of 12/31/23) and has been with Capital Group for two years. She holds a master's degree in international business from Birkbeck, University of London and a bachelor's degree in international relations with French from the University of Birmingham.
Cheryl Wilson is an ESG senior manager at Capital Group, home of American Funds. She has 12 years of industry experience (as of 12/31/22) and has been with Capital Group for one year. She holds a master's degree in climate and environmental science from Queen's University and a master's degree in public policy from Columbia University, as well as a bachelor's degree in biology from Queen's University.