The coronavirus panic has broken our fragile, globalised food system. Shortages and higher food prices are set to follow. For now, markets have not priced this in, opening a massive opportunity to those who understand how to invest.
Lockdowns have wreaked havoc globally with regards to border closures and labour markets, impacting agriculture severely.
Owing to the covid-19 panic, many existing crops have been sown back into the ground, animals destroyed, and planting season missed.
The trillions borrowed or printed into existence are going to continue to cause the cost of living to rise.
The political cooperation built over decades has created a fragile global food system that is now falling apart.
The world looks to be entering a solar minimum – adding environmental pressures to an already explosive situation.
Get our in-depth research presented as a multi part documentary, taking you through our investment process and decision
We take you through the bullish and bearish cases for agriculture, and why it took a world-wide crisis for us to finally become involved in the sector.
We study how deeply the agriculture sector has been affected by the lockdowns, from the destruction of supply to the restriction of global labour migration.
While the world has never been better equipped to work from home, we delve into why it has perhaps never been worse equipped to deal with a food crisis.
We share our thoughts on where to look, and just as importantly, where NOT to look when deciding to invest in agricultural commodities.
Download our 4 part MP3 audio series taken directly from our premium investment research, which also comes with a full transcription
Insider is an investment research membership service. We provide members with deep value, global investment ideas each having asymmetric risk/reward setups, along with various methods of execution. Importantly, we have skin in the game: the ideas featured in Insider are the same as our fund management service, Glenorchy Capital, and the same that our team all individually invest in.