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Agri’s cautious optimism amid global gloom

During a time of unprecedented global crisis and widespread turmoil across asset classes, ag industry stakeholders continue to feel upbeat about their investments.
Aerial view of cargo ship in transit.

Refinitiv port and trade flow data reveals mixed covid-19 impact

Refinitiv director of agricultural research Daniel Redo says congestion on China's ports is finally starting to ease but covid-19 has compounded global soybean exports woes.
Burned trees on a background of dark sky

Climate risk analysis gains new ground

The practice of voluntarily conducting and disclosing climate-related financial risk analysis is in its early days, but awareness and engagement are gathering pace.

What does TPG Sixth Street’s ag strategy tell us?

Investments made by its ag fund – which seeks opportunities created by dislocation, while continuing to distance itself from a ‘special situations’ tag – will be the most telling factor in the strategy’s objectives.

Coronavirus plays on the mind of agri investors worldwide

Market participants are ‘nervous and cautious’ as the coronavirus crisis drags on, with no end yet in sight.
Sierra Nevada Mountains

A window into sustainable ag funding

The AGRI3 fund is a sustainable agriculture and forestry fund and could become the largest climate mitigation fund in the market. What can investors and GPs learn from its structure?
Windmill at sunset, Outback Australia

Rural Funds Management court win unlikely to deter short sellers

The ASX-listed firm is unlikely to be able to enforce its win over the US-based Bonitas Research, but having a judge find in its favor is victory enough.

Water scarcity presents risk for investors, but opportunity too

Credit Suisse has highlighted the 'perfect margin squeeze' for agribusinesses and primary producers presented by water scarcity but efficiency innovation continues to present investment opportunities.
Growing Underground farm

Growth prospects remain strong for vertical farmers

The experience of London-based start-up Growing Underground and the previous excitement created by its predecessors, suggests institutional capital could enter the fray sooner rather than later.
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