Conversations in London this week centred on a potential shift in institutional demand and the surprise upwards tick in commodities futures.
Strategic investors are set to play an increasing role in agri investment globally and asset management firms should be open to aligning with them.
China may not have raised the threshold for land ownership in Australia, but the country has taken big steps towards securing food supply ahead of other emerging markets. In turn this will present big investment opportunities in Australia’s agri infrastructure sector.
The agri fund management and advisory community should move on from describing the market’s macro appeal to sharing practical and educational investment advice with institutional investors, and vice versa.
Headlines in the farmland REIT market this week contributed to the debate about suitable investment structures in agri.
Competition between Australian and New Zealand dairy investment managers has gathered pace recently, but there are opportunities in both markets for the right investor.
AgDevCo should be applauded for bridging the gap between development finance and private investment, and providing a blueprint for others.
A vote of confidence from large institutional investors such as TIAA-CREF and APG is good for the region’s reputation. But it could also highlight the local industry's structural weaknesses.
The signing of the Global Alliance for Climate-Smart Agriculture and other climate initiatives are exciting developments but expose scepticism in investors.
While engagement with the process is encouraging, the private agri investment market is having to navigate a patchwork of responsible investment guidelines already established and still taking shape.