85: PGIM's Jakob Wilhelmus on Food Security

In episode 85 of the [i3] Podcast, we speak with Jakob Wilhelmus, who is Director of Thematic Research at PGIM about their new report into food security and the changing food system. We spoke about the impact on the global economy and investment opportunities for institutional investors. Please enjoy the show! Overview of Podcast with Jakob Wilhelmus, PGIM 01:00 PGIM published the report 'Food for Thought: Investment Opportunities Across a Changing Food System' 02:00 The current food system is increasingly unfit for purpose 03:00 Food security and the broader economy 04:00 About 40 per cent of the global population's employment is tied to the food system 06:30 The combination of increased temperature and more frequent extreme weather events will see crop yields decline by 12 - 15 per cent 07:30 Investment opportunities related to the food theme 11:00 Cultivated meat industry is at an 'awkward' stage of its life 15:30 Innovation in food supply and security 16:30 Automatic vehicles and farming 17:30 Investing in farmland 19:00 ESG, fertilisers and carbon emissions in food production 21:00 Food packaging, investment opportunities and plastic pollution 24:30 About 40 per cent of all food produced is wasted. Are there any companies tackling this problem? To read the full report, please visit: https://www.pgim.com/megatrends/food-for-thought