The Financial and Health Implications of Ultra Processed Foods

In this podcast, Alex Rowe, Lead Portfolio Manager – Nomura Asset Management, and Daniela Dorelova, Sustainable Investment Specialist – Nomura Asset Management, speak with Daniel Babington, Portfolio Manager – TAM Asset Management Ltd., on the impact of ultra processed foods (UPFs) on our health. They also discuss the financial implications of UPFs, concentration of spending and the interest across the investment community in the potential impact on food manufacturers and retailers.

This podcast is presented from a Global Sustainable Equity Strategy perspective and does not represent the Nomura Asset Management U.K.'s firm-level view.

To read the whitepaper from Nomura Asset Management's Global Sustainable Equity Team, visit: https://www.nomura-asset.co.uk/download/insight/NAM_Ultra_Processed_Foods_May_2024.pdf