Our Scarce Resource theme once again drives food inflation 

Aside from uncovering data points that support our thematic perspective, we also like to connect the dots between our themes as well, given the potential for one theme to be a catalyst for the other. We’ve seen that in the past with droughts — a recurring aspect of our Scarce Resource theme  — and we […]

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Amazon Reportedly Has Obtained Pharmaceutical Wholesaler Licenses In 12 States 

Amazon Reportedly Has Obtained Pharmaceutical Wholesaler Licenses In 12 States 

We have seen the creative destruction that Amazon has unleashed on the world of retail and now we are seeing it occur in food & grocery, and soon apparel. Even as Amazon expands its footprint in these markets, it is laying the groundwork for another move into pharmaceuticals. We see Amazon’s underlying logistics business that […]

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Facebook joins Amazon in disrupting food delivery 

Facebook joins Amazon in disrupting food delivery 

Recently it was announced that Amazon (AMZN) partnered with Olo, a supplier of order and pay technology to thousands of U.S.  restaurants, to expand its burgeoning food order/delivery service. After testing a similar solution over the last year, Facebook (FB) is now taking its own take on this live across the U.S. As we watch […]

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Pet Food is a Growing Food with Integrity Market

Pet Food is a Growing Food with Integrity Market

Our Foods with Integrity investing theme is expanding to include more of our loved ones. That’s right it’s moving past family and friends to include our pets as the food with feed them goes all-natural, grain free and includes vegetables and fruits. Just like with people, these good for Rover products are growing faster than […]

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Adverse Weather Conditions Have Europe Importing US Vegetables

Adverse Weather Conditions Have Europe Importing US Vegetables

Weather can be a very disruptive force when it comes to the supply of food and other commodities. Crops can flourish under right conditions, but adverse weather conditions can reduce harvests we tend to see prices spike whether it be coffee, corn and the like. Following a near record corn crop, consumers in the US […]

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Antibiotics + farm animals = driving force for consumer shift to food with integrity

Antibiotics + farm animals = driving force for consumer shift to food with integrity

One of the reasons people are shifting to organic and natural products is has been the concern of antibiotics usage when raising food-producing animals. Dairy. Beef. Chicken. Pork. And even fish – antibiotics have been used to assist in growing larger animals that yield greater product size. Have you seen the size of some “regular” […]

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Byte Foods targets smart vending machines with a fresh twist

Byte Foods targets smart vending machines with a fresh twist

The only thing we like more than talking about one thematic tailwind is doing so when two or more come together for an even more powerful tailwind. In this case, it’s Food with Integrity meets Connected Society and Cashless Consumption as food that is good for you meets smart vending machines. As we enter 2017 […]

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China’s growing middle class spurs demand for more than just apparel, footwear, and iPhones

China’s growing middle class spurs demand for more than just apparel, footwear, and iPhones

There are numerous aspects to our Rise & Fall of the Middle Class investing theme. In the developed markets we tend to take for granted the access to food, water, education, healthcare, and other services. As disposable income in the emerging markets rises, we will see growing demand for those products and services above and beyond […]

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Enjoy today’s food price deflation, continued population growth means it’s not going to last forever

Enjoy today’s food price deflation, continued population growth means it’s not going to last forever

We have long held that a growing global population paired with an expanding middle-class, primarily in the emerging markets, would drive incremental demand for resources such as food, energy, and water.  A new report from published in the Proceedings of the National Academy of Sciences calls for the population in Sub-Saharan African countries to grow by another […]

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Expect to Pay More for Your Halloween Candy This Year

Expect to Pay More for Your Halloween Candy This Year

  Supply and demand is always a key factor for commodities be they food, energy, metals or another kind. While oil supply-demand has been the big driver of commodity talk and companies from Kroger (KR) to Sprouts Farmers Market (SFM) are talking food deflation, all may not be well in the candy aisles this Halloween […]

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