Real Vision’s James Helliwell and Sven Miserey, fund manager of the CAP Sustainable Agriculture Fund, explore opportunities in farmland and sustainable agriculture for 2023 and explain why water scarcity and climate change are key drivers of this unique asset.
James then shifts the focus toward inflation and portfolio construction, before wrapping up with the best ways to trade this theme, including where to look in AgTech. Recorded on January 12, 2023.
Originally Posted January 19, 2023
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