real assets

While the opening panel at our 2018 Forum in Chicago acknowledged such near-term headwinds facing managers as increased competition for fixed income, there was optimism for long-term growth.

The $362bn pension plan laid out its plans for its direct investment program and named an interim CIO, reports Agri Investor sister publication Private Equity International.

While the sector improved in Q3, Forest Research Group economist Jack Lutz tells Agri Investor the next quarterly report will provide a clearer picture of the market’s response to the US-China trade dispute.

As it scouts the market for private infrastructure, timber and farmland funds, the $8.1bn pension has created a temporary allocation to invest in passive vehicles offering exposure to the same underlying assets.

The US firm has agreed to invest A$50m in the embattled Australian manager through a convertible loan note. Blue Sky says this is a positive move for the business – but investors probably need more convincing.

The embattled Australian fund manager will use the capital for co-investments and leverage Oaktree's reputation with prospective LPs.

The $356bn California pension's director for sustainable investments discusses how its efforts to centralize ESG factors could shape its agriculture strategy.

Requirement to be government-approved means overseas buyers face bill of up to A$100,000 before they can take part in farm sales.

The A$84bn pension fund sees water as the ultimate diversifier but is now willing to take more risk through a private equity-like strategy, says associate portfolio manager Brent Snow.

For farmers in search of funding, every little helps – and when it comes to government support, it’s not so little. In this interactive presentation, we look at the most generous countries, the crops that benefit and conditionality attached to public money.