Commentary

Emma Cowan, independent agribusiness consultant, describes the changing landscape for commodities amid a shift in biofuel and BRIC countries’ growth potential.
Louisa Burwood-Taylor, Editor, Agri Investor
The US timber and farmland markets are set for a busy year, with some saying 2015 will be the best window within the last five years for institutional investors to allocate to farmland. But will buyers or sellers prevail?
Agustin 'Gus' Araya, co-founder of Cordillera Investment Partners, describes what he looks for in an agri asset manager and the appeal of alpha strategies. Cordillera is a niche alternatives fund management company.
The term sustainability has been tarnished by too many broad applications of it, according to a recent white paper by Promar International.
Louisa Burwood-Taylor, Editor, Agri Investor
Opportunities can become harder – and more expensive – to find as the playing field becomes more crowded. Is there 'too much capital chasing too few deals' already?
Investment managers and consultants share their experiences of 2014 and plans for 2015.
Louisa Burwood-Taylor, Editor, Agri Investor
In the wake of a wave of direct investments in the sector, a September editor's letter focused on the opportunity for ambidextrous firms to offer a range of services aside from raising and investing third party funds.
In May we spoke to John Baker, chief executive of First Agriculture Holdings and previous Asia head of food and agri research at Rabobank about the opportunity for real estate investment trusts. It was the second most-read story of the year as managers and investors alike considered how to structure agri investments and find liquidity in a traditionally illiquid sector.
Mote Marine Laboratory, a non-profit research centre and aquarium, sold its sturgeon and caviar production operation to VC firm Southeast Venture Holdings last month. Here, Hayley Rutger, manager at Mote, talks about the commercial and investment potential in the sector.
In July we spoke to Marcus Elgin, executive chairman of AAG Investment Management, the Australian agribusiness consultancy and asset management firm. Elgin talked to us about the a disconnect between fund managers' return projections and what can actually be achieved in agri investment.
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