Editor's View

Butterfly
Asset-level credits, nature-linked private debt and regulatory markets are all gaining traction โ€“ together they reveal a nascent market still searching for scale.
Photo of a person's hands bound by a tape measure on a plate, with a knife and fork on either side.
Weight-loss drugs are changing eating habits in wealthy economies, say reports. But with population growth, rising emerging-market incomes and finite arable land, agricultureโ€™s investment case is shifting โ€“ rather than shrinking โ€“ toward productivity and quality.
With sawmills slowing and policy uncertainty rising, should investors be reassessing how reliably US housing can underpin forest cashflows?
Honey bee
England appeared to have built Europeโ€™s most credible biodiversity market by hard-wiring demand into law โ€“ thatโ€™s no longer the case.
Woman hand with potato plantations grow in field. vegetable rows. farming, agriculture. Smart farming and precision agriculture 4.0. modern agricultural technology and data management to industry farm
From Saudi Arabiaโ€™s multibillion-dollar agriculture push to Brazil-led blended finance platforms, food security is emerging as a primary driver of agricultural investment.
Forest canopy
Helsinki-listed private equity manager CapManโ€™s natural capital unit is in market with a new vehicle and is eyeing energy, biodiversity and conservation for its open- and closed-end forestry vehicles.
The firm's new government and policy function reflects a growing belief that regulatory change will shape return pathways across food and agriculture.
US and China flags covered with soybeans
President Trumpโ€™s tariffs have curbed US farm exports and increased its subsidy burdens, while Southern Hemisphere countries like Australia and Brazil stand in strong positions for expansion.
Refrigerated Truck
McWinโ€™s structural commitment to invest in restaurants as well as the venture tech they need to evolve may be giving the firm an edge in the journey towards commercialization.
Soybeans
Amid the ever-present talk of AI at New Private Markets' New York Forum, Kat Taylor's unexpected song โ€“ and her argument for regenerative ag โ€“ brought investors back to the pressing issues of the day.
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