Chart of the week: the cashew crunch
Chart of the week: the cashew crunch
Nut lovers beware. We are facing a cashew supply crunch. Unusually hot and dry weather, a result of the El Niño phenomenon, has reduced crops in Vietn…
19 Aug 2016
Chart of the week: China snacks on peanuts
Chart of the week: China snacks on peanuts
A surge in demand for peanuts in China is outstripping supply from the top exporter Argentina, sending the price of the legumes soaring.
24 Jun 2016
Chart of the week: orange juice goes out of fashion
Chart of the week: orange juice goes out of fashion
Production is set to fall by a quarter and inventories are at a six-year low. That sounds like a recipe for higher prices for orange juice. But demand…
29 Apr 2016
Land this fish stock
Land this fish stock
Salmon prices are leaping – which is great news for smart fish farms, says Alex Williams.
8 Apr 2016
Chart of the week: salmon prices are leaping
Chart of the week: salmon prices are leaping
The salmon market is facing a global supply shock thanks to a toxic sea algae related to the unusually high water temperatures caused by the El Niño p…
1 Apr 2016
The assets to buy now – March 2016
The assets to buy now – March 2016
Asset allocation is at least as important as individual share selection. So where should you be putting your money? Here’s our monthly take on the maj…
3 Mar 2016
Carnage in commodities
Carnage in commodities
Commodity prices have hit their lowest level since the late 1990s. And while there is scope for a rally in 2016, an upturn is unlikely to mark the sta…
24 Dec 2015
How big data will feed the global population – however big it gets
How big data will feed the global population – however big it gets
Precision agriculture – a mixture of big data and robotics – will squeeze ever-greater yields from every acre of crop, says Merryn Somerset Webb.
13 Oct 2015
There won’t be a global food shortage, instead there will be a glut
There won’t be a global food shortage, instead there will be a glut
Many people predict a future where there is not enough food to go round, as populations grow. But it’s quite possible we will have too much food, says…
24 Sep 2015
What’s wrong with British dairy farmers?
What’s wrong with British dairy farmers?
Dairy farmers are protesting against low milk prices and farmers unions want the government to intervene. Are supermarkets to blame, or is dairy produ…
15 Aug 2015
Chart of the week: A sharp rise in the price of olive oil
Chart of the week: A sharp rise in the price of olive oil
Consumer prices for olive oil have climbed by an average of 10% worldwide this year due to drought and disease in southern Europe.
7 Aug 2015
Three reasons Latin America will be the next global breadbasket
Three reasons Latin America will be the next global breadbasket
For a long time, agriculture in Latin America focused on a few key cash crops. Now, the industry is diversifying – and profiting. James McKeigue expla…
3 Aug 2015
The collapse in commodities
The collapse in commodities
The fall in commodity prices has moved centre stage in investors' worries, with the pace quickening in the past few days.
31 Jul 2015
A great bear market in raw materials
A great bear market in raw materials
The Bloomberg Commodity index, which tracks 22 hard and soft raw materials, has fallen to a 13-year low.
23 Jul 2015
Profit from strong yields from agriculture: three stocks to buy now
Profit from strong yields from agriculture: three stocks to buy now
The global food and agricultural economy is undergoing real change. Professional stockpickers Henry Boucher and Edward Bailey tip three shares to prof…
3 Jul 2015
We made a fortune with Cresud – let’s double up on Latin American agriculture
We made a fortune with Cresud – let’s double up on Latin American agriculture
Now is still a great time to plough your money into Latin American agriculture. James McKeigue explains why, and tips one stock set to profit.
18 May 2015
Chart of the day: Olive oil prices are soaring
Chart of the day: Olive oil prices are soaring
The price of extra virgin olive oil has hit a seven-year-high following a bad harvest in southern Europe.
12 Jan 2015
Palm Oil: A storm in a Pot Noodle
Palm Oil: A storm in a Pot Noodle
Palm oil recently hit a five-year low, but the Chinese demand could see prices pick up.
17 Oct 2014
Find your fortune on the farm
Find your fortune on the farm
As a formidable bull market engulfs agricultural land, firms supplying farm equipment, seeds and sprays are set to soar. Jonathan Compton tips the bes…
24 Apr 2014
Chart of the week: Expect a cocoa crunch
Chart of the week: Expect a cocoa crunch
Cocoa supplies have struggled to keep pace with the growing demand for high-quality chocolate in emerging markets.
10 Mar 2014
The assets to buy now - March 2014
The assets to buy now - March 2014
Asset allocation is at least as important as individual share selection. So where should you be putting your money? Here’s our monthly take on the maj…
7 Mar 2014
Chart of the week: coffee bubbles over
Chart of the week: coffee bubbles over
A drought in Brazil has sent the price of high-quality coffee soaring so far this year.
3 Mar 2014
The assets to buy into now - January 2014
The assets to buy into now - January 2014
Asset allocation is at least as important as individual share selection. So where should you be putting your money? We give our monthly view on the ma…
6 Jan 2014
A rare hint of value in the timber sector
A rare hint of value in the timber sector
There's very little worth buying at the moment that is genuinely cheap. But this timber fund might fit the bill, says Merryn Somerset Webb.
29 Oct 2013