Commodities

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?

Properties held in the Warakirri Diversified Agriculture Fund will see new operators take over after Dicky Bill fell behind on rent and other obligations.

The secondaries specialist has rolled up Timberland Funds VI, VII and VIII into the Stafford International Timberland Continuation Fund.

The acquisition brings Centuria’s agricultural AUM up to A$1.3bn and adds 22 assets across sectors including poultry, nuts and controlled-environment agriculture.

President Trump’s tariffs have curbed US farm exports and increased its subsidy burdens, while Southern Hemisphere countries like Australia and Brazil stand in strong positions for expansion.

New income streams – from water rights to conservation and data infrastructure – are redefining what investors see in ranchland, says Ranchland Capital’s Ed Bardowski.

The acquisition expands New Forests’ sub-Saharan portfolio to more than 52,000ha of plantations across South Africa, Mozambique, Tanzania and Uganda.

The $38bn pension fund aims to deploy around $1.4bn through GPs in PE, infrastructure and real estate, using a ‘co-GP model’ that brings in local partnerships.