Commentary

Is Unigrains’ strategic-financial model a threat to PE?

Founded by France’s grain growers to promote their sub-sector, the firm remains something of a unique beast – for now.

Virtuous investors need serious benchmarks

An ambitious campaign to stop deforestation in Brazil hints at how institutions’ fiduciary clout can help bring about crucial change – and under what conditions.

What ag should take away from McDonald’s

A family-owned business wants to create a franchise model in dairy farming that it hopes to export overseas. A recipe for success?

Are investors getting ahead of themselves on gene editing?

The technology holds great promise and attracts a lot of money. Whether it will disappoint or thrive, however, depends on which side of the regulation divide it falls.

Why Phaunos is stonewalling Stafford

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.

Engulfing agri

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?

Upsizing Oz

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.

Rising to the challenge

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.

Running for cover

Sustainable forestry models have great environmental benefits. Do they also make commercial sense?

After the bankruptcy epidemic

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?

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