Home Commentary

Commentary

Blunder Down Under

It’s not clear anyone will gain much from Australia’s latest tightening of foreign investment rules.

The sovereign wealth fund dilemma

State-backed vehicles have good reasons to invest in agriculture. Can they do it at scale without running into political hurdles?

Looking for lessons from a mammoth sale

CPPIB’s exit from its US farmland holdings, and the possibility that the buyer was connected to Bill Gates, could signal a change of tack among makers of the farmland market; but it also highlights a need for greater transparency.

Private equity funds under Trump: one year on

Foley & Lardner partners Greg Husisian and Todd Boudreau, and associate Kevin McNiff, analyze where the US administration has left the industry.

Indian ag: fertile or futile?

The subcontinent’s middle class is not growing as fast as foreign companies would hope. But there are other reasons to invest in its agribusiness.

Upside Down Under

The level of institutional interest in Australian agriculture is nothing short of historic. Is it because of the market’s intrinsic attractiveness or the paucity of opportunities elsewhere?

Can agri be defensive?

Agriculture has done well in the benign post-crisis environment created by central banks. But is it equipped to survive shocks?

Trend 2018: Blended finance and biomass ‘to buoy timber markets’

While rising US interest rates will put a cap on timber prices, a stronger link between forestry and energy markets will help bring stability, say David Brand and MaryKate Bullen of New Forests.

Can agriculture be climate-proofed?

This year has shown how much farmers stand to lose from global warming. Thankfully, financial innovation could come to the rescue – and provide investment opportunities.

Why are US LPs so domestic?

Various indicators suggest institutional interest in agri is on the rise. Yet, so far, the appetite of the asset class’s largest investors does not extend much beyond their borders.