Guest Writer

The asset class is primed to have a big year as EU regulation forces importers of carbon intensive materials like steel to pay a levy on embedded emissions, making sustainable products like wood more competitive, says Foresight Natural Capital’s Richard Kelly.

Agech has found itself at a juncture where a late cycle shake out has left serious capital providers and strong businesses as the main players in market – now is not the time to retreat, says Cibus Capital CIO and co-founder Rob Appleby.

Diversification in agriculture goes far beyond investing in both permanent and row crops, says Fiera Comox’s Matthew Corbett, and LPs need to ensure they’re adding the right type of exposure to their portfolios.

As governments confront rising diet-related illnesses, regenerative ag offers a way to reduce long-term health costs while restoring ecosystems, say Pelican Ag co-founders Simon Evill and Christopher Ramsay.

Using AI as part of a natural asset's due diligence process has already become imperative for investors, say Van Lanschot Kempen’s Tim van den Pol and Chris Windeatt.

Forestry Linked Securities managing partner Charlie Sichel says Britain’s Local Government Pension Schemes have shown welcome appetite for natural assets, but they must think globally.

Investors are rediscovering the real reason to act – profit. From food to water, resource-driven arbitrage is emerging and capital is taking its position, says Gresham House natural capital director Eoin McDonald.

Cordiant Capital head of agriculture Cédric Garnier-Landurie says tariffs and geopolitics are threatening all the best remedies to the world’s food security challenges.

Cibus Capital founder and chief investment officer Rob Appleby says the competitive investment landscape for novel solutions could help better align the industry with climate and human health goals.

The natural capital investment director says five key developments suggest the asset class could have a breakout year in 2025.