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Daniel Kemp

The covid-19 crisis could lead to institutional investors selling assets as they seek to shore up cash reserves, but livestock and broadacre cropping should be able to weather the storm for patient investors.
Windmill, Outback Australia
FIRB assessment process will now take six months instead of 30 days, with a $0 threshold for review applied to all transactions.
The two profit-for-member funds have delayed their merger date by six months due to concerns about market volatility and to help ease staff working arrangements.
Two of Australia’s largest funds, AustralianSuper and UniSuper, have booked significant devaluations of their unlisted asset portfolios in response to the coronavirus crisis.
Sunflower field
The NCREIF Australian Farmland Index, which is heavily weighted to permanent cropping, shows total returns held up fairly well despite drought across much of eastern and northern Australia.
Peanut rowcrops in Australia
The former Rifa Salutary and Paraway Pastoral Company CEO has left OTPP’s Australian arm to launch his own asset management firm, The Clearbrook Group.
Rabobank’s Global Dairy Quarterly finds upwards price growth in late 2019 stalled early this year, with the uncertainty over covid-19 leading to investors scrambling to assess the impact.
Desert Quarry
New Zealand is one of the few western countries to still export phosphate from the disputed territory, which the legal action from the Polisario Front seeks to highlight and curtail.
With drought leading to record-high water prices in south-east Australia last year, investors have started to look north in search of returns – but there are huge barriers to overcome. Daniel Kemp investigates what efforts are being made to unlock the opportunities.
The Sydney-based forestry investment manager has published its first Climate Disclosure Report and may publish fund-level climate targets in the future.
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