Food Fight: The Immediacy and Opportunity in Agriculture Investing

Summary Already Registered? Click here »

The agriculture sector’s importance is difficult to overstate.  Agriculture impacts structurally embedded hunger, social equality and income distribution, while economically, the sector directly shapes global trade and governmental policy and long-term environmental sustainability.

Join VanEck's Portfolio Manager, Shawn Reynolds, and Deputy Portfolio Manager, Ammar James, for a discussion on the current environment and why over the long term (but beginning today), markets must address critical food supply and sustainability issues.

• The near and long-term headwinds facing agriculture and food production markets
• The role that public market investment should continue to serve as a valuable support mechanism
• Addressing agriculture as a crucial component of tackling climate change amid an expanding global population
• How the geopolitical events in Russia and Ukraine have accelerated change across agriculture supply chains

Sponsored by

For Financial Professionals Only. Not for Distribution to the Public. 

Please note that VanEck may offer investments products that invest in the asset class(es) or industries included in this webcast.

The views and opinions expressed are those of the speaker and are current as of the video’s posting date. Video commentaries are general in nature and should not be construed as investment advice. This is not an offer to buy or sell, or a recommendation to buy or sell any of the securities/financial instruments mentioned herein. The information presented does not involve the rendering of personalized investment, financial, legal, or tax advice. Certain statements contained herein may constitute projections, forecasts and other forward looking statements, which do not reflect actual results, are valid as of the date of this communication and subject to change without notice. Information provided by third party sources are believed to be reliable and have not been independently verified for accuracy or completeness and cannot be guaranteed. VanEck does not guarantee the accuracy of third party data. The information herein represents the opinion of the speaker (s), but not necessarily those of VanEck.

Sustainable Investing Considerations: Sustainable investing strategies aim to consider and in some instances integrate the analysis of environmental, social and governance (ESG) factors into the investment process and portfolio. Strategies across geographies and styles approach ESG analysis and incorporate the findings in a variety of ways. Incorporating ESG factors or Sustainable Investing considerations may inhibit the portfolio manager’s ability to participate in certain investment opportunities that otherwise would be consistent with its investment objective and other principal investment strategies.

ESG investing is qualitative and subjective by nature, and there is no guarantee that the factors utilized by VanEck or any judgment exercised by VanEck will reflect the opinions of any particular investor. Information regarding responsible practices is obtained through voluntary or third-party reporting, which may not be accurate or complete, and VanEck is dependent on such information to evaluate a company’s commitment to, or implementation of, responsible practices. Socially responsible norms differ by region. There is no assurance that the socially responsible investing strategy and techniques employed will be successful.

All investing is subject to risk, including the possible loss of the money you invest.

As with any investment strategy, there is no guarantee that investment objectives will be met and investors may lose money.  Diversification does not ensure a profit or protect against a loss in a declining market.   Past performance is no guarantee of future performance.

No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission of VanEck.

Speakers

Shawn Reynolds
Portfolio Manager for Natural Resources
VanEck

Shawn Reynolds is the portfolio Manager for the active Natural Resources Equity Strategy. Shawn oversees the Natural Resources Equity Investment Team including asset allocation, company research and security selection. He joined VanEck in 2005. Prior to VanEck, Shawn was an energy analyst at Petrie Parkman & Co. covering U.S. oil and gas exploration and production companies. Previously, Shawn was also an Analyst at Goldman Sachs, Lehman Brothers (Australia) and Credit Suisse First Boston (London); covered North American, European and global energy companies; Exploration Geologist at Tenneco Oil Company. He served as board member of several private Latin American oil and gas exploration and production companies.

MBA (Beta Gamma Sigma National Honor Society), Finance, Columbia Business School.

MA (Phi Kappa Phi), Petroleum Geology, University of Texas, Austin.

BS, Engineering, Cornell University.

Ammar James
Deputy Portfolio Manager for the Active Agri-Food Technology Strategy
VanEck

Ammar James is the Deputy Portfolio Manager for the active Agri-Food technology Strategy. Ammar is also an analyst for the active Natural Resources Equity Strategy specializing in agribusiness, timber and paper and packaging research. He joined VanEck in 2019. Prior to VanEck, Shawn was an Associate Investment Director at Cambridge Associates.

BS, Mathematics, SUNY Stony Brook.

Robert Huebscher
CEO and Founder
Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.