With the conversion of rainforest into farmland likely to be a closely watched gauge of Brazil’s new administration, farmland investors active in the market will be challenged to carefully weigh near-term opportunities and long-term challenges.
Potential change among the quartet sitting atop the global agriculture industry will shape opportunities for private investors downstream. The drivers of that change reflect challenges shared by all in the sector.
Long-Term Asset Partners appeared out of the blue to bid for the agribusiness, with a purported link-up with Allianz to help remove volatility from ag investing – but GrainCorp’s business is ripe for disruption anyway.
Growing labor concerns across the agricultural economy highlight the opportunity for investors to help the sector lead the broader effort to integrate automation with the existing workforce.
GPs may be reluctant to think about diversity in their own teams; at some point they will not have a choice.
The 2018 Agri Investor Forum in Chicago kicked off with a declaration stating farmland’s arrival as an asset class, before experts expounded upon the opportunities and uncertainties surrounding their markets and related subsectors.
There is no lack of enthusiasm for impact investing, but a lack of definition risks undermining progress.
As the early leader among alternative protein startups reportedly heads towards public markets, Agri Investor asks what impact the move will have on innovative upstarts looking to follow its example and the private investors clamoring to back them.
The Australian government’s interventions in the sector to subsidize farmers struggling with drought may ultimately do more harm than good.
Harvard Management Company’s response to a recent report alleging lax oversight of its farmland investments is disappointing.