Chapters
market update
GLP-1 drugs
Make America Healthy Again
tariffs, immigration and trade
summary
important information
Description
Companies across the food and agriculture value chain have been facing challenges ranging from changing eating habits as a result of weight loss drugs to tighter US rules on food additives. Daniel Morris, Chief Market Strategist, and Agne Rackauskaite, Portfolio Manager, discuss the implications of these developments and potential winners and losers.
They also cover the consequences of geopolitical tensions, particularly over US import tariffs, for the sector as well as the effects of a tighter US immigration policy.
