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Agri Investor Forum: Ag funds navigating shifts in LP sentiment

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.

Five takeaways from CalPERS’ investment committee meeting

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.

NCREIF index shows earnings driving growth in US timber markets

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.

ACERA to make ag and timber pledges in effort to boost real assets

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.

Will Oaktree’s investment be enough to save Blue Sky?

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.

Oaktree to invest $36m in Blue Sky through convertible loan note

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

CalPERS’ water, climate and tech research to guide future ag investment

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

Australian sellers give up on auctions due to costly foreign investment regulations

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

WATCH: Why First State Super bets on weather

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.

DOWNLOAD: Banking on public bucks

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.

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