Home Commentary Editor's View

Editor's View

US and China flags covered with soybeans
President Trump’s tariffs have curbed US farm exports and increased its subsidy burdens, while Southern Hemisphere countries like Australia and Brazil stand in strong positions for expansion.
Refrigerated Truck
McWin’s structural commitment to invest in restaurants as well as the venture tech they need to evolve may be giving the firm an edge in the journey towards commercialization.
Soybeans
Amid the ever-present talk of AI at New Private Markets' New York Forum, Kat Taylor's unexpected song – and her argument for regenerative ag – brought investors back to the pressing issues of the day.
Bamboo forest in Japan
From housing shortages to net-zero targets, the world’s structural challenges are aligning with timber’s strengths – and LPs are starting to price that in.
As wildfires and extreme weather escalate, investors are under increasing pressure to allocate more capital to climate resilience and risk sidelining the longer-term goal of reducing emissions.
Photo of a tree canopy.
The merger of Rayonier and PotlatchDeltic and the sale of Greif’s land to Molpus and APG show that public REITs and private managers are rethinking where value lies.
Flowing water stream
Climate Fund Managers’ $1.06bn final close for Climate Investor II is a win for climate finance in frontier markets. It’s also a reminder that standardization remains elusive.
Coffee plantation with irrigation equipment.
Australia’s Agriculture and Land Sector Plan outlines major opportunities in carbon, biodiversity and clean fuel, but investors lack the clarity that has driven capital into other sectors like renewable energy.
With Nuveen, Proterra, Manulife and WisdomTree working to expand access, the interplay between public and private strategies is setting the future direction of the asset class.
Green turtle in Barbados
Debt-for-nature swaps surged in 2023, but have slowed sharply since. The reason lies less with sovereign appetite than with the availability of political risk insurance.
agri
agri

Copyright PEI Media

Not for publication, email or dissemination