Dairy

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.

NZ Super is recalibrating its real assets strategy as it navigates weak timber prices in China, adds kiwifruit orchards to its agricultural portfolio and assesses opportunities in Australian cropping.

The firm intends to return to market with the second fund in its regenerative agriculture series in 2026.

The firm could invest up to €100m in the platform and intends to plant strategic permanent crops to enhance income streams and ecosystem services.

Goldman Sachs Asset Management is taking the lead on a CV to move the ice-cream maker out of an existing CV, sources say.

The European investment firm is after a double scoop on ice cream maker Froneri, having completed a concentrated multi-asset deal on the asset in 2019.

The Canadian firm deployed capital from its 2023-vintage Bonnefield Agribusiness Fund.

Warakirri Asset Management is aiming for risk-adjusted returns of more than 10% for its new fund, which will target dairy assets across Australia and New Zealand.

Pete & Gerry’s chief executive Tom Flocco says avian influenza has caused havoc in conventional egg pricing and helped narrow the gap with higher priced premium eggs.

Incoming NZ Super Fund joint chief investment officer Will Goodwin talks with Agri Investor about the future of New Zealand’s sovereign wealth fund, its plans to transform farmland, and the fund’s total portfolio approach.