Commodities

Nuveen Natural Capital global head Martin Davies says factors such as a prolonged conflict or depletion of global food reserves could trigger a delayed price spike of staple commodities.

The firm has not disclosed a fundraising target for the strategy. Solum closed Fund II on $850m in 2023.

Orchard co-founder Scott Pasquini thinks the continuation vehicle market could grow as much as four times its current size, as GPs look to unshackle themselves from the timeline constraints of closed-end fund structures..

Investors who have reduced their reliance on the farm inputs most sensitive to geopolitical clashes – or stockpiled these assets early – can navigate an easier way through the storm.

The $300m agricultural loan program will expand Homestead’s private credit capability, which it has been building since at least 2022.

The infrastructure specialist has acquired SuperFreeze Singapore as the first step in its build-out of a regional platform.

The firm has acquired a significant minority equity stake from Innova Capital.

Weight-loss drugs are changing eating habits in wealthy economies, say reports. But with population growth, rising emerging-market incomes and finite arable land, agriculture’s investment case is shifting – rather than shrinking – toward productivity and quality.

Capital was deployed from the firm’s sustainable land fund strategy and will help scale the US-based company’s operations in Indonesia’s organic coconut sugar products market.

With sawmills slowing and policy uncertainty rising, should investors be reassessing how reliably US housing can underpin forest cashflows?