Business & Investment

Industry Voice: Sustainable Diet-A New Theme for Investor Menus?

The transition to a more sustainable diet continued throughout 2020. This is evidenced by rising emissions and food waste targets from many major companies in the food industry.

Consumer interest in clean and sustainable diets continues to focus on a wide range of issues, including food waste, air miles, clean labels, meat-free, lab-grown meat, and organic.

Veganism is one of such dietary and lifestyle choices that is becoming more and more common, and its growing popularity was highlighted by 500,000 people.1 The number of people who have signed up for the Vegan Challenge this year is twice as many as they promised to be vegan in January 2019.

Veganism can also be tied to government plans to reduce carbon emissions, and low meat consumption means low emissions at the national level.

But while it’s growing for consumers, investing in it has never been easier.

One of the main problems is the lack of a pure play company in the space. For example, very few vegan-only direct consumer companies are entering the market, and mainstream supermarkets are attracting attention in this sector at the point of sale with their own brand, Vegan Meal.

Although supermarkets provide exposure to vegan products, the impact of vegan food sales on supermarket revenues is currently so small that it is an exaggeration to classify them as vegan stocks. Nevertheless, there are other options.

Sustainable food stock

There are few pure vegan names on the listed global stock market, but there are other ways to eat in a more sustainable way, and many companies are positive about their food inventory as well as their environmental outlook. I’m busy making a difference.

One such example is the DSM, which operates in the food ingredients market. DSM is committed to producing alternative food sources for fish farms. Fish farms now rely on a type of protein called fry to feed.

DSM uses algae instead of fry to provide better nutrients to the fish stock. This will help increase the sustainability of future fish farms.

This post was funded by AXA Investment Manager


This document is for informational purposes only and does not constitute an investment survey or financial analysis related to the trading of financial instruments under the MIF Directive (2014/65 / EU), but on the part of AXA Investment Manager or its affiliates. It does not constitute. It offers to buy or sell an investment, product or service and should not be considered a solicitation or investment, legal or tax advice, investment strategy recommendations, or individual recommendations for buying or selling securities.

It is established on the basis of subjective data, forecasts, forecasts, forecasts, and hypotheses. The analysis and conclusions are statements of opinion based on the data available on a particular date.
All information in this document is based on data published by official providers of economic and market statistics. AXA Investment Managers makes no responsibility in connection with any decision based on or dependent on this document. All exhibits contained in this document are current as of the date of publication of this document, unless otherwise stated.
In addition, due to the subjective nature of these opinions and analyzes, these data, forecasts, forecasts, forecasts, hypotheses, etc. do not need to be used or tracked by AXAIM’s portfolio management team or its affiliates. .. Reproduction of all or part of this information is prohibited unless otherwise authorized by AXA IM.

Risk warning

The value of an investment and the income from them can rise as well as fall, and investors may not be able to regain their original investment.

Industry Voice: Sustainable Diet-A New Theme for Investor Menus? Industry Voice: Sustainable Diet-A New Theme for Investor Menus?

Back to top button