Canadian agriculture has so far escaped President Trump’s attempt to rewrite trade rules. Will it last?
After both Farmland Partners and Gladstone Land reported earnings last week, observers are speculating on the future for each.
Venturing into new asset classes can be daunting for the wisest investor, but a global and diversified model can help reduce the risk, writes Peter Roney, CIO of Aqueduct Investment Partners.
Cattle-generated greenhouse gas is an important problem, and may catch some investors off guard. However, first movers can capitalize on efforts to manage the issue.
The pension’s real assets annual review points to possible future efforts at rebalancing away from value-add, which currently accounts for 39% of CalPERS’ $2bn timber portfolio.
The marijuana industry is attracting growing lumps of capital, but its progression is not linear. That makes for excited but cautious investors.
Days after the $15bn pension approved a momentous change to the way it targets real assets, we zoom in on its involvements with timber and agri.
Industry players believe tight supplies may result in an increase in the price of wood products, though the impact will be felt differently across regions.
US farmland prices have been unsure where to go of late. An inflexion point may be in sight, but investors should keep their expectations in check.
Another institutional-scale asset has hit the market Down Under, expected to generate broad-ranging buyer interest and offers exceeding $40m.