Commentary

Stafford Capital has lodged a $244m hostile bid for Phaunos, the timber fund it used to manage. By refusing to say what it thinks of it, the vehicle’s board may be gunning for a higher price.
At a time when most Middle Eastern sovereigns are already hungry for farmland deals, geopolitical tensions are pushing Qatar’s state-backed fund into an even greater acquisitive mode. Should other investors fear the competition?
Getting more large-scale assets to market would help address one obstacle to greater superfund investment in Australian agriculture. But it is no silver bullet.
Executives from TPG’s The Rise Fund have not been shy about a desire to lead ‘impact investing’. That ambition would be helped if they could be more explicit about how that impact will be measured.
Sustainable forestry models have great environmental benefits. Do they also make commercial sense?
The financial woes of US farmers have spread from select sectors in specific regions to swathes of the industry. What will the market look like in a few years’ time?
Since 2001, a moratorium has prevented farmland sales in Ukraine. We analyze what would happen to prices if it were lifted.
Often ripe for disruption, emerging-market agribusiness offers abundant promise – and plenty of pitfalls. Here are some hints on how to side-step them.
The ability to track agricultural products end-to-end across the supply chain could solve many problems, and help farmers capture more value – but it’s not without obstacles.
Investors continue to rely on traditional metrics when trying to price timberland acquisitions. That’s a mistake, and it will have consequences.
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