Commentary

The Australian government’s interventions in the sector to subsidize farmers struggling with drought may ultimately do more harm than good.
Harvard Management Company’s response to a recent report alleging lax oversight of its farmland investments is disappointing.
In his last Weekly Letter as editor of Agri Investor, Matthieu Favas argues that agriculture today is changing at a much faster pace than many observers often think.
The US firm has agreed to invest A$50m in the embattled Australian manager through a convertible loan note. Blue Sky says this is a positive move for the business – but investors probably need more convincing.
Stafford’s successful takeover of a $259m timber fund suggests most investors value a guaranteed exit today more than higher promised gains tomorrow.
Agriculture in Russia and Ukraine seems to be back in robust shape. For foreign investors looking to make the trip, however, factors to consider run beyond economics.
Ag investors talk up Latin America’s potential, but the diablo is in the details. Here’s a strategy that seems to nail the main bits.
Antin, a prominent infrastructure manager, has just acquired a live salmon transportation business. In what bucket should we put this asset?
As the asset class grows ever more defensive, large investors seek to safeguard returns by squeezing out costs. But GPs still have good cards to play.
Trade tantrums have yet to deter North American managers from raising ag-focused vehicles – with reasonable success. What is behind the asset class’s resilience?
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