Investors who have reduced their reliance on the farm inputs most sensitive to geopolitical clashes – or stockpiled these assets early – can navigate an easier way through the storm.
Fundraising volatility has tested agricultural private credit in recent years, but a heavyweight entrant suggests the strategy is far from sidelined.
With gas prices normalized, private capital is repositioning biomethane as part of the agricultural value chain – not simply a complement to the gas grid.
More and more LPs appear to be adopting an approach to allocation that could help them avoid portfolio imbalances due to volatility.
While the Australian government accelerates its buyback of water for environmental purposes, a review of the Murray-Darling Basin Plan shifts the gaze onto adjacent areas primed for investment.
With one fund already closed and the other just beginning its raise, the two strategies hint at how far market conditions have shifted since the start of the decade.
Asset-level credits, nature-linked private debt and regulatory markets are all gaining traction – together they reveal a nascent market still searching for scale.
Weight-loss drugs are changing eating habits in wealthy economies, say reports. But with population growth, rising emerging-market incomes and finite arable land, agriculture’s investment case is shifting – rather than shrinking – toward productivity and quality.
With sawmills slowing and policy uncertainty rising, should investors be reassessing how reliably US housing can underpin forest cashflows?
England appeared to have built Europe’s most credible biodiversity market by hard-wiring demand into law – that’s no longer the case.