Big-ticket agricultural investors will crave clarity on water rights and tariffs as the results of the Australian election come in this weekend.
The ‘near-seamless’ trade flows across the US-Canada border are under threat – the outcome could be higher potash prices and Canadian exports to Asian growth markets via the port of Vancouver.
Campbell Global’s $1.5bn effort has become the largest forestry vehicle in the Agri Investor database and is the third $1bn-plus fund for the asset class in the past 12 months.
China was the main recipient of the US president’s punitive measures during his first administration – this time a host of key agricultural exporters are also in the firing line.
The more conservative USDA called for in the Heritage Foundation policy paper could upend many real asset and natural capital strategies.
There was a lot of creativity on show in the annual Agri Investor awards, as the market continues to find new ways to invest in natural assets.
There’s no doubt start-ups have struggled to find backers following the broader pull back from venture capital, but the strategy has held up well among pooled agri-food and forestry funds.
The federal government scooped up more than 30GL of entitlements from ASX-listed Duxton Water, almost half of which are general security – the lowest category.
Corporates and investors are continuing to struggle against the lower alcohol consumption trends among younger generations as the boom from the pandemic years comes to an end.
The fund manager has spent the last 12-months bedding itself into England’s biodiversity net gain market and is now ready to hit the fundraising trail hard.