Amity Insight reports
Hungry Planet Revisited 02 Jul 2018
Head of RI Policy & Research
This is our 31st Amity Insight and a sister publication to Thirsty Planet Revisited, which came out in 2017. Since 2008, when we published our first Insight on cocoa, we have striven to be thought leaders in socially responsible investment, providing clients with topical and incisive research on the most important ESG issues. This is all part of our ‘Profit with Principles’ commitment.
Back in 2012, when Hungry Planet was first published, we observed how rising population ‘is going to place unprecedented strain on the global food supply chain, impacting the lives of billions of people’. We see no reason to change that bleak outlook, however in Hungry Planet Revisited, we explore some new drivers such as technology and artificial intelligence which hold out the prospect of improving production. We also look at the expected impact of climate change on food, and the significant contribution that can be made by reducing food waste.
As usual we look at the investment value chain via five investible themes. We believe one solution to the acute supply-demand imbalance is greater access to mechanisation, and we feature this as a case study.
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As always, we hope you enjoy this Amity Insight, and we welcome your comments and feedback.