Wed, Oct-14-15, 15:13
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Attitude is a Choice
Posts: 30,111
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Plan: No sugar, flour, wheat
Stats: 228.4/209.0/170
BF:stl/too/mch
Progress: 33%
Location: NYC
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Credit Suisse Research Institue Study on food trends
Fat: The New Health Paradigm
Consumers are making new choices, switching away from carbs to food containing fat such as red meat, butter and eggs. This trend offers powerful investment ideas, according to a study by the Credit Suisse Research Institute.
https://www.credit-suisse.com/us/en...h-paradigm.html
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Over the last 50 years, general nutritional wisdom has recommended a moderate consumption of fat. We have been told to dramatically lower our consumption of saturated fats (contained in butter, lard, milk, red meat, coconut oil…) and cholesterol (found in eggs, poultry, beef…). We have also been advised to increase our intake of polyunsaturated fats (contained in soybean, sunflower, corn, cottonseed oil…) and carbohydrates (found in pasta, bread, sugar…). But fat is a complex topic and these recommendations have been debated and questioned over the past 30 years. Some experts believe that these dietary recommendations – closely followed by the US population – are the main cause behind the country's high obesity levels and the rapidly growing number of people suffering from metabolic syndrome.
Changing Medical Evidence
Medical research is, however, gradually moving away from the recommendations just mentioned, according to the report "Fat: The New Health Paradigm," issued by the Credit Suisse Research Institute. This report is based on more than 400 medical research papers and books written by academics and industry experts, as well as two in-house surveys of doctors, nutritionists and consumers. Eating cholesterol, for instance, has basically no impact on the level of cholesterol in the blood or on potential heart diseases, and the link between saturated fat intake and cardiovascular risk has not been proved. "But we found that 40 percent of nutritionists and 70 percent of general practitioners surveyed believe that eating cholesterol-rich foods has damaging cardiovascular effects. This is not true, according to the extensive research that has become available in recent years," said Giles Keating, Vice Chairman of Investment Strategy & Research and Deputy Global Chief Investment Officer for Private Banking & Wealth Management. A high intake of vegetable oils (containing omega-6 polyunsaturated fats) has not been proved to be as beneficial as earlier thought, and trans-fats have been shown to have negative effects on our health. In short, saturated fats and monounsaturated fats are not behind the high rates of obesity and metabolic syndrome in the US. The two leading culprits are the higher intakes of vegetable oils and the increase in carbohydrate consumption.
Evolving Consumer Habits
Medical research now recommends favoring food containing more natural unprocessed fats and rich in saturated and monounsaturated fats such as organic dairy, grass-fed meats, natural oils and nuts. "Natural unprocessed fats are healthy and are integral to transforming our society into one that focuses on developing and maintaining healthy individuals. Natural foods high in monounsaturated and saturated fats are one of the preferred sources of energy for our bodies to use and store. Omega-3 has strong protective properties for our heart and brain," said Stefano Natella, Global Head of Equity Research and an author of the study. Not only are the medical perceptions about fat changing, so are consumers' buying patterns. Some consumers are clearly making new choices. "We believe that consumers are at a turning point and this has distinct implications for investors," he said. Healthy living and changing lifestyles have proved to be powerful investment themes in recent years for both companies and industries in their reach.
Fat Consumption on the Rise
Global fat consumption per capita is likely to soar by 23 percent over the next 15 years and protein consumption by 12 percent, while the intake of carbohydrates is set to decline by 2 percent. Total demand for fat will increase at a much faster pace, 43 percent by 2030 or 1.9 percent annually, given the continued growth of the global population. The winners will be eggs, dairy, red meat and fish. The consumption of red meat is, for example, expected to grow 23 percent over the next 15 years, while egg consumption is forecast to increase 4 percent per year as the (false) cholesterol-cardiovascular risk link will gradually disappear from people's minds. The new medical evidence will probably have a neutral impact on poultry and vegetable oils, while demand for carbohydrates, particularly sugar, will be losing out.
Food Habits Evolve Across the Globe
China has already experienced a massive food consumption boom with the per capita food intake doubling between 1961 and 2011. It is expected to rise by an additional 13 percent by 2030, with meat and milk consumption up by 29 percent and 55 percent respectively. In the US, meat consumption is forecast to continue to rise with red meat in the lead. American egg consumption should reach nearly one a day and butter should gain in popularity as consumers learn about its benefits. European diets are also likely to contain more red meat, eggs, poultry and dairy products. Fish consumption is forecast to slow to 12 percent as consumption already stands at a relatively high level and availability is more constrained. Indian diets are on the other hand likely to remain light on meat, fish and eggs. The Indian consumption of milk is, however, likely to increase by 50 percent by 2030 and that of butter or ghee (clarified butter, often made from buffalo milk, typically used in South Asia) by 55 percent. In Australia, the annual intake of eggs should nearly double to 210 per person, while butter consumption should grow by 35 percent over the next 15 years. These evolving food habits are good news. The correction of a major nutritional mistake – the shift away from carbohydrates to fat – is finally underway on a global basis and bodes well for the future.
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There are charts at the link that are very enlightening. Mark Sisson wrote of this today with great enthusiasm and I can see why.
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Originally Posted by Mark Sisson
As to why this excites me, it’s not just because it lines up with my reading of the literature; it’s because it highlights the untrustworthiness of the majority of nutrition experts in government and academia. Those guys have a vested interest in maintaining the status quo because they’re the ones who created it. They have egos to suckle, tenure to protect, industry ties to maintain, previously-established positions to buttress against incoming evidence. Meanwhile, an investment firm isn’t out to save lives or improve humanity, nor are they toeing the party line. They want to make money, and if they’ve determined that red meat, eggs, butter, and other full-fat, Primal foods are the future, that’s a powerful endorsement and spells continued growth.
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