Better public-private alignment, improved logistics and a change in investment mindset can turn the continent’s food challenges into a strength, say Proterra Asia’s Tai Lin and Cohen Tan.
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.
The asset class is primed to have a big year as EU regulation forces importers of carbon intensive materials like steel to pay a levy on embedded emissions, making sustainable products like wood more competitive, says Foresight Natural Capital’s Richard Kelly.
Agech has found itself at a juncture where a late cycle shake out has left serious capital providers and strong businesses as the main players in market – now is not the time to retreat, says Cibus Capital CIO and co-founder Rob Appleby.
Diversification in agriculture goes far beyond investing in both permanent and row crops, says Fiera Comox’s Matthew Corbett, and LPs need to ensure they’re adding the right type of exposure to their portfolios.
With sawmills slowing and policy uncertainty rising, should investors be reassessing how reliably US housing can underpin forest cashflows?
As governments confront rising diet-related illnesses, regenerative ag offers a way to reduce long-term health costs while restoring ecosystems, say Pelican Ag co-founders Simon Evill and Christopher Ramsay.
England appeared to have built Europe’s most credible biodiversity market by hard-wiring demand into law – that’s no longer the case.