Agriculture stocks will provide performance
Credit Agricole Asset Management expects to generate alpha in equity portfolios from the agriculture sector, among other tactics.
It wasnÆt stories about the inflation of pork prices in China that caught the attention of the portfolio managers and analysts at Credit Agricole Asset Management, which is now overweighting agriculture stocks in many of its regional equity portfolios. It was the disappearance of EuropeÆs own agricultural surpluses.The European UnionÆs wasteful Common Agriculture Policy is infamous for subsidies to farmers that generated ôlakes of wine and mountains of butterö. For two decades, one re…
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