After years of promising interest, agri is at a tipping point. Our Chicago Forum gave clues as to what needs to be done to turn curious investors into converted LPs.
Down Under, booming institutional interest in irrigated land is largely premised on what happens underground.
Super-plants enhanced by microbial treatment are attracting the attention of farmers and sponsors alike. Institutional investors have been more cautious, but the opportunity is not lost on everyone.
A mix of powerful factors have injected sap into REIT returns this year. Yet US interest rate rises could soon start tilting the balance toward their private peers.
Smart, less risk averse and focused on the long term, family offices have what it takes to help build agriculture into a mainstream asset class. But for it to happen, the circle needs to widen.
By making agriculture ventures more productive, the rise of autonomous mobility promises to open up the market in counter-intuitive ways.
With production soaring amid plateauing demand, ethanol prices are in for a global correction. Yet there are still investment opportunities left.
Market insiders warn of a bubble as the majors rush to build businesses capable of integrating data across the supply chain.
The duration factor is often left out of the discussion about risk and returns. Yet institutional investors’ taste for long-term assets explains why LPs exposed to infrastructure are now eying agriculture.
Poor safety standards at China’s mega-farms are threatening investors with a crisis. But the potential returns earned by improving meat production processes provide an opportunity of the same scale.