Investors looking to integrate impact principles into their portfolios without foregoing performance ought to consider timber funds.
Archive | Editor’s View
Organic: Is it worth it?
Crop price premiums and increasing demand for organic products make the proposition for transitioning conventional land promising. But buyers beware: due diligence is rigorous, the transition process is labor-intensive, and there are no guarantees.
A safety net for developing agri
Government-backed programs provide a safety net for private investment into developing nations, which will be crucial in addressing global hunger and driving returns as the asset class evolves.
Why agri, why now?
Agri investments mix the old and the new, offering safety through farmland investments on one hand while fulfilling ESG and IRR requirements through the latest agribusinesses
Two sides to every investment
There are compelling reasons to invest away from row crops and buy-to-lease farmland models, but there are good reasons to stick with them too. Your choice will depend very much on your strategy.
Plant the seeds of the future, then hold
Long-term holding companies like Fairfax Africa, which just raised $500m through an IPO, offer a promising proposition for patient capital that is willing to grow with developing nations.
US farmer confidence highlights investment opportunities
If commodity prices and cash rents continue to rise, there could be a limited time window to snap up some undervalued land deals.
Manning the drone
A dramatic lull in drone investment in 2016 was the result of an early investor focus on hardware and a failure to see the bigger picture
TPP: the agri boon that never was
President Trump may have stuck to his campaign promise to kill the Trans-Pacific Partnership, but he also delivered a stiff blow to American agriculture groups and farmers.
The case for private debt in agri
Emerging economies may offer a good fit for investors and funds looking to diversify their portfolios into agriculture.