The $8.3bn pension has changed return benchmarks and earmarked one-fifth of its 7% real assets allocation for agriculture, timber and other natural resources investments.
Private capital has its eyes set on central Europe's largest economy despite legislative uncertainty and a relative lack of scale, Abris partner Monika Nachyla tells Agri Investor.
With production soaring amid plateauing demand, ethanol prices are in for a global correction. Yet there are still investment opportunities left.
While area and yield increases continue to put pressure on prices, the fortunes of pulse farmers around the world are likely to depend on demand in the subcontinent, Rabobank says.
The rush of Japanese traders securing grain origination in the emerging market giant offers lessons and opportunities for the broader investor community. Roberto Vitón, managing director at Valoral Advisors, takes a deep dive into their strategies and track records.
Timber investments from the $139bn Ontario Teachers’ Pension Plan began in 2002, later complemented by an agricultural program launched in 2014. Portfolio manager Stephen McLennan tells Agri Investor about inflation, size requirements and the advantages of a direct investment approach.
Market insiders warn of a bubble as the majors rush to build businesses capable of integrating data across the supply chain.
Family Farms Action, an organization that will soon have the power to support political candidates, plans to research how institutions can support rural communities yet opposes foreign investment in farmland. We spoke with Joe Maxwell, its president and chief executive, to find out more.
Former PSP Investments managing director Antoine Bisson-McLernon says establishing multiple partnerships with local operators is the key to scaling up in a very fragmented global agriculture market.
The duration factor is often left out of the discussion about risk and returns. Yet institutional investors’ taste for long-term assets explains why LPs exposed to infrastructure are now eying agriculture.