Tom Bailey Journalist Profile

Articles

Three gold mining stocks with strong green credentials

Nov 1, 2024 | moneyweek.com | Tom Bailey

With gold providing strong performance in 2024, many investors are looking to gold miners. The AuAg ESG Gold Mining Ucits ETF (LSE: ESGO) is an exchange-traded fund (ETF) offering equal-weighted exposure to mining companies with high environmental, social and governance (ESG) standards. This ETF therefore has two unique features. Firstly, it is equally weighted, so its holdings are not dominated by one single stock or a handful of them.
The AI Revolution - a commodities play?

Jul 1, 2024 | moneyweek.com | Tom Bailey

A single search query on Chat GPT consumes around 1500% more energy than a simple search google search. The overall energy amounts are marginal on their own. Even taken in aggregate, it is a blip in terms of total global energy demand. However, it is illustrative of the potential big increases in electricity demand that will come from the AI revolution. Over the past 20 years, the US has seen its electricity demand stagnate.
What’s on the menu? Outlook 2024 – Foodservice update Q4 2023

Dec 18, 2023 | research.rabobank.com | Maria Castroviejo |Tom Bailey |Michelle Huang

Demand disruptions and unforeseen inflation have shaped a new reality for contract catering. Activity is stabilizing with a new balance and consumption patterns. Contracts and prices are still adjusting to cost inflation, and this slow adjustment is cause margin pressure for catering providers.
Foodservice Update Q3 2023: What’s on the Menu? Contract Catering Special Edition

Sep 11, 2023 | research.rabobank.com | Tom Bailey |Maria Castroviejo |Michelle Huang

Demand disruptions and unforeseen inflation have shaped a new reality for contract catering. Activity is stabilizing with a new balance and consumption patterns. Contracts and prices are still adjusting to cost inflation, and this slow adjustment is cause margin pressure for catering providers. Activity in contract services is stabilizing.
‘Disruptive’ Food Products Prove To Be More Hype Than Bite: Is the Age of Food Disruption Over?

Jun 13, 2023 | research.rabobank.com | Tom Bailey

June 2023 The consumer food industry has witnessed an explosion of disruptive innovation for food products over the past decade. These disruptions can be seen in food products such as plant-based meats, insect protein bars, synthetic fat replacers, precision fermented milk proteins (and sugars), and many more. All promising to revolutionize what we eat. However, there has been more hype than bite for many of these products.
Industry Voice: Investment themes for a World of Growing Interstate Competition

May 10, 2023 | investmentweek.co.uk | Tom Bailey

The world is entering a new period of geopolitical uncertainty and growing inter-state competition. Countries are spending growing amounts to secure their position in this more uncertain world, from dominance in space to security across clean energy supply chains. Leadership in space technology is increasingly viewed as a strategic priority. The US refers to advantage in space as "the new high ground."[1] Meanwhile, China has stated its intention to become a "space power".
Foodservice Update Q2 2023: What’s on the Menu? Focus on Labor

Apr 11, 2023 | research.rabobank.com | Tom Bailey |Maria Castroviejo |Michelle Huang

April 2023 Despite rising inflation, spending in foodservice has increased on the back of high employment, rising disposable income, and the increasing demand for convenience and eating away from home. Foodservice providers, however, are flagging the scarcity of suitable personnel as a major hurdle to performance, in particular in northern Europe and North America.