Cédric Lecamp, co-manager of Pictet Agriculture, explains that companies are starting to use branded farming and will command a premium, as is the case of firms John Deree of USA or BRF of Brazil. In fact the advisory board at Pictet Agriculture Fund expects that consistency in food production will be more valuable with the increase of emerging markets. Instead of branded food manufacturing, as in Europe, more value will go to upstream to farm plantations and the supply side. The need for consistency and increased yield in the production chain will be a positive franchise that will reflect in Pictet Agriculture.
Cédric Lecamp, co-manager of Pictet Agriculture
