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Outlook 2018

Agri’s potential for non-correlated cash generation and a push into sustainable investment mean the asset class could pass a tipping point next year, according to Insight’s Detlef Schoen.
The US ag market should reach a bottom next year provided the central bank-driven bubble doesn’t burst into a hard landing, according to MacroGain’s Jim Budzynski.
Amid an improving but more volatile economic outlook, valuations are rising in high-value markets. Next year will likely prove that agri is capable of both resilience and innovation, says Valoral’s Roberto Vitón.
The IFC’s Thomas Bauer thinks ‘bigger and better’ data mean farmers will become more willing to adopt digital technologies.
While rising US interest rates will put a cap on timber prices, a stronger link between forestry and energy markets will help bring stability, say David Brand and MaryKate Bullen of New Forests.

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