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Editor's View

Dodging disasters

Often ripe for disruption, emerging-market agribusiness offers abundant promise – and plenty of pitfalls. Here are some hints on how to side-step them.

Roadblocks for blockchain

The ability to track agricultural products end-to-end across the supply chain could solve many problems, and help farmers capture more value – but it’s not without obstacles.

You’ve got it wrong on discount rates

Investors continue to rely on traditional metrics when trying to price timberland acquisitions. That’s a mistake, and it will have consequences.

How to milk it in the almond business

California’s nut orchards have been recovering from a cold snap. But patient investors that keep their cool can still double their money in a matter of years.

Why farmland is priceless

Most landowners look to soil quality and commodity prices to determine how much rent farmers should pay them. They often get it wrong.

What ag can do for your sovereign fund

UK researchers believe including farmland and timber in SWFs’ portfolios enhances their long-term performance. Should we be convinced?

Finally, some numbers in agtech

Four years after its first fundraising boom, the sector is starting to generate exits. The valuation and return data coming with them will attract institutional money.

Lessons from an African greenfield project

Elyza Daniel, an independent consultant, worked two years on a €25m Senegalese venture that ended up not happening. What did she learn?

Blend it like Beckham

Timber champions have demonstrated their interest in agri by building dedicated teams. It’s only a matter of time before they start mixing both asset classes in diversified vehicles.

Who’s afraid of emerging markets?

Timber and ag investors seem more eager to travel to developing countries than peers in other asset classes. Why is that?

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