Select Language

Search

Insights

No match found

Services

No match found

Industries

No match found

People

No match found

Insights

No match found

Services

No match found

People

No match found

Industries

No match found

IN Tune: Food and Ag Takeaways From the Farm to Market Conference

 

IN Tune is a podcast featuring Equity Research analysts from BMO Capital Markets. Our episodes explore key emerging themes, trends, and issues which are important to our institutional clients globally.  


This episode is hosted by Joel Jackson, Fertilizers & Chemicals Analyst, Ken Zaslow, Ag/Protein & Packaged Food Analyst, and Kelly Bania, Food Retail & Distribution Analyst


BMO Capital Markets’ Group Head, Dan Barclay, moderates a discussion on the takeaways from BMO’s 16th Annual Farm to Market Conference across the food and agriculture value chain.

Joel Jackson, Chemicals and Fertilizer Analyst, explores how farmers and crop input producers are handling higher commodity prices, how on-farm carbon management and sustainability are becoming increasingly relevant, how digital agriculture analytics tools have become table stakes, and how technology may become the solution to a host of farming stresses, including sustainability, labour shortages, and an aging farmer demographic.

Kelly Bania, Food Retail Analyst, discusses the critical importance of supply chains in the food industry, the outlook for food inflation, and how membership fatigue could push more partnerships across the consumer landscape so that retailers can offer benefits beyond the basics.

Ken Zaslow, Food and Agribusiness Analyst, dives into how many of the companies across the food supply chain are positioned to benefit from the current environment. In addition, he suggests that the inflation we are seeing is both broad based and demand driven, and exacerbated by supply constraints, implying it is unlikely to ease in the near term. Ken also digs into the learnings from his recent report “Mission Impossible: Assessing ESG Risks and Opportunities in the US Packaged Food Industry.”

Together, Dan and the three analysts take a deep dive into trends of the future, inflation, and ESG in a 20-minute podcast that covers the core themes of BMO’s 16th Annual Farm to Market Conference.


TRANSCRIPT

Subscribe to this free podcast and never miss an episode or visit the BMO Equity Research website for more great episodes of IN Tune.

Podcast disclosure

Read more
Joel Jackson, P.Eng., CFA Equity Research Analyst, Fertilizers and Chemicals
Kelly Bania Equity Research Analyst, Food Retail & Distribution
Kenneth B. Zaslow, CFA Equity Research Analyst, Food & Agribusiness

PART 1

North American Investment Strategy: 2021 Market Outlook

Brian Belski February 04, 2021

  While 2020 has been a challenging year, it’s also highlighted our resilience and determination. Those qualities were evident in the...


PART 2

COVID-19: The Biden Presidency and What Lies Ahead

Brian Belski, Michael Gregory, CFA, Margaret Kerins, CFA January 26, 2021

  With Joe Biden sworn in as the 46th U.S. president, and on the day Canada marked the one-year anniversary of its first confirmed COVID-19...


PART 3

NextGen Treasury: Your Digital Roadmap

Marc-Andre Bergeron February 09, 2021

  Digitizing payments has become more important than ever as organizations look to increase working capital, create efficiencies, potential...


PART 4

Deep Dive into Debt - How Retail Borrowed to Health through COVID

Simeon Siegel, CFA April 06, 2021

  More retailers are borrowing under COVID than during the Global Financial Crisis Retailers have borrowed multiples higher t...


PART 5

The ‘E’, ‘S’ and ‘G’ in Mining

Magali Gable April 21, 2021

  At our 30th Annual Global Metals & Mining Conference this year, producer after producer engaged on the subject of sustainable mining ...


PART 6

The Changing Landscape of U.S. Trading

Joe Wald May 21, 2021

  Changes to rule 606(b), the transparency and the NMS market data rule will increase data transparency and level the playing field f...


PART 7

COVID-19: Biden's First 100 Days: Tracking the Road to Recovery

Dan Barclay June 14, 2021

  With President Joe Biden cresting the first 100 days of his administration, experts are forecasting a strong economic rebound in the Unit...


PART 9

Extraordinary New Drivers Mean U.S. M&A has Room to Run

Lyle Wilpon July 26, 2021

That we’re living through one of the most robust M&A markets in living memory will not come as news to anyone. That markets are firing ...




Conference

Food, Consumer & Retail 16th Annual Farm to Market Conference

May 19 - 20, 2021

Email Us

You might also be interested in