Food and water scarcity: Call it an alarmist's investment theme for the future. As weather conditions induce a "supply shock" across much of the agricultural spectrum, commodity and natural resource investors insist that it reinforces the thesis that the world's resources are being stressed to the breaking point. “You can’t triple a population in a lifetime without consequences,” says Jeremy Grantham. Supply simply can't keep up with demand, and our hungry and thirsty world just keeps growing.
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