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Editor's View

The right guy in Uruguay

Ag investors talk up Latin America’s potential, but the diablo is in the details. Here’s a strategy that seems to nail the main bits.

When agriculture becomes infrastructure (and vice-versa)

Antin, a prominent infrastructure manager, has just acquired a live salmon transportation business. In what bucket should we put this asset?

Time for timberland managers to log out?

As the asset class grows ever more defensive, large investors seek to safeguard returns by squeezing out costs. But GPs still have good cards to play.

The stubborn fundraiser

Trade tantrums have yet to deter North American managers from raising ag-focused vehicles – with reasonable success. What is behind the asset class’s resilience?

Ozone is trimming farmers’ revenue by stealth

Fresh research suggests air pollution’s already major impact on crop yields is being compounded by global warming. How should the industry respond?

Why US wildfires could shape the timberland market

The devastation inflicted on the West Coast raises complex questions about the impact of harvesting restrictions and the ‘Roadless Rule’ in federally managed forests.

Is Unigrains’ strategic-financial model a threat to PE?

Founded by France’s grain growers to promote their sub-sector, the firm remains something of a unique beast – for now.

Virtuous investors need serious benchmarks

An ambitious campaign to stop deforestation in Brazil hints at how institutions’ fiduciary clout can help bring about crucial change – and under what conditions.

What ag should take away from McDonald’s

A family-owned business wants to create a franchise model in dairy farming that it hopes to export overseas. A recipe for success?

Are investors getting ahead of themselves on gene editing?

The technology holds great promise and attracts a lot of money. Whether it will disappoint or thrive, however, depends on which side of the regulation divide it falls.

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