What the CPC management buyout tells us about Australian agriculture
An MBO led by Guy Hands, whose Terra Firma owns CPC, shows the lack of interest from other corporate farmers in the portfolio – but Hands and CPC management should be applauded for re-investing.
African swine fever’s unknowable toll
It’s too soon to know how institutional investors not directly invested in China’s pig farms will be affected, but no interested party can afford to take their eye off an outbreak that is expected to claim 55% of China's pig herd by year-end.
Opportunity costs and the Iranian US-soy import boomlet
The end of an unlikely surge in Iranian imports of US soy highlights risk that investors face when policymakers use ag to pursue unrelated goals.
Agri investors have a big role to play in the climate fight
With climate change high on the agenda again following widespread youth strikes and a rousing speech from Greta Thunberg, it’s incumbent on Australian ag investors to take action in the absence of federal government policy.
Meat and dairy producers are not doing their job on emissions
The meat, fish and dairy sector’s efforts to monitor and reduce greenhouse gas emissions makes for grim reading, with each stat in the Coller FAIRR Index more surprising than the last.
Brazilian flames bring heat onto global ag
Reaction to the Amazon fires shows how institutional investors are assuming leadership positions in a global debate about how best to strengthen management of shared environmental resources.
Why Australian agri is vulnerable to short-seller attacks
With high-profile ag investment management firms like Blue Sky Alternative Investments and Rural Funds Group attacked by American short-sellers in recent months, to varying degrees of success, what is making these firms an attractive target?
Five of the best: What’s made the headlines this year?
From the launch of Riparian Capital Partners to the re-opening of Hancock’s $700m open-ended timber and farmland fund, we review the first six months of 2019.
Why private capital is a good match for regenerative ag
A USDA-backed report has provided clear direction for private fund managers interested in tapping growing institutional demand for regenerative agricultural investment strategies.
End of Australia’s ‘liquidity squeeze’ could lead to a slowdown in land price growth
A lack of available land has kept prices high during the drought in Austraila’s eastern states, but that may change as some investors lose patience and look to cash out.
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