The inevitable growth of agtech, with its $300bn market growing at 7% CAGR, should not be overlooked. Companies in the industry offer attractive returns in excess of the cost of capital, consistently outperforming across the cycle. Dan Waterman delves deep into the market and identifies companies positively exposed to agtech themes, including ACGO, Deere, Genus, Zoetis, Darling Ingredients and Novozymes. Expect agchem manufacturers to feel the pressure in the face of increasing regulation, including BASF, Bayer and Nufarm.

Investors should not miss the exciting opportunities emerging in agritech, according to Dan Waterman. The growing $300bn market, with its 7% CAGR offering and attractive long-term returns, will be pushed higher and higher as regulatory and consumer pressure heats up. Recommendations include Deere, Genus, SalMar, Schouw, Darling Ingredients and Verbio.