Future of Food: Have plant-based protein sales peaked?
UBS Evidence Lab data shows taste improvement remains the key catalyst for broader adoption. Corporate engagement with the category remains high.
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An introduction from Alex Leung,
Head of Research & Strategy,
Infrastructure
An introduction from Alex Leung,
Head of Research & Strategy,
Infrastructure
It gives us great pleasure to announce that going forward, we’ve teamed up with The Red Thread as a means of connecting thinking across our industry. We believe that by unearthing the key threads that run though market trends, our readers should be able to see opportunity and risk with greater clarity.
While the current market landscape is hardly ‘predictable’, it does seem to have fallen into a pattern of sorts lately. Macro indicators have been stabilizing – economic growth remains stable and has surprised to the upside in some regions, greatly reducing hard-landing risks. Though long-term rates have remained higher for longer despite recent rate cuts, the direction of travel is clear so risks have been priced in.
Private markets have faced headwinds from the denominator effect following weakness in public equities in 2022. But global equities are up 40% in the past two years, which should reduce any straggling adverse impacts. With the biggest election year in human history already behind us, it seems reasonable to say that the problems ahead are more known than unknown, as least compared to 12 months ago.
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Three stages of development in China staples food sector: 'branded' has quality growth
Consumer goods brands in the 'branded' stage might provide more value.
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Price pressures and the recovery: Inflation
Asian inflation was remarkably benign in 2021 but price pressures rose in the first half of 2022. Will ASEAN inflation take off as it did in the Americas and Europe or are different dynamics at work?
The Red Thread – Private Markets
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Introducing our leadership team
Meet the members of the team responsible for UBS Asset Management’s strategic direction.
