Mentioned as part of a significant allocation to food and agriculture, indicating a cautiously optimistic or strategic holding for diversification.

The price of coffee is highly sensitive to U.S. trade policy and tariffs, as demonstrated by a past 12% price spike, due to a lack of domestic production and high import dependency.

Prices are up 19% due to the impact of tariffs. This is bullish for producers who may benefit from higher selling prices, leading to increased revenue and profits.

Coffee prices are up almost 20% year-over-year, used as an example of inflationary pressure from tariffs, which are expected to keep prices rising.