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Editor's View

Australian water tensions increase and give investors pause for thought

With NSW threatening to tear up longstanding water-sharing agreements, institutional investors are questioning whether the headline risk that comes with water investment is worth the consistently strong returns.

Agriculture still ‘tough’ for Aussie superfunds

Superfunds from Australia and New Zealand have both recently told Agri Investor about the difficulties of investing in ag. What does this tell us about what they need before deploying more capital in the sector?

Asia and ag: What’s your play?

Despite the inherent risks global investors face when trying to tap into Asia’s agri-food sector, it’s unlikely they’ll be able to avoid the continent during the next decade.

Pace of ag evolution could separate winners from losers

The 2019 Agri Investor Forum in Chicago was marked by a clear sense of momentum even if an overall direction for the market seemed harder to discern.

Investor interest in LatAm agri grows against unsettling backdrop

A slew of deals in Chile highlight the opportunity in the region to trade with Asia, just as that same trade is imperilled by the cancellation of the Asia Pacific Economic Cooperation forum.

Impact investors set sights on Australian agriculture

The launch of a new impact investment fund in Western Australia signals that impact investing in ag is continuing to find its feet and grow more popular among LPs.

The limits of direct investment in ag

Understanding partnerships such as the one between Goldcrest Farm Trust and the Ontario Teachers’ Pension Plan is an increasingly important element in assessing US and global agriculture markets.

Alternative proteins still too alternative for investors

Three out of the four ABCD agricultural companies have made strategic investments to take advantage of the alternative protein boom. When will institutional investors catch on?

What the CPC management buyout tells us about Australian agriculture

An MBO led by Guy Hands, whose Terra Firma owns CPC, shows the lack of interest from other corporate farmers in the portfolio – but Hands and CPC management should be applauded for re-investing.

African swine fever’s unknowable toll

It’s too soon to know how institutional investors not directly invested in China’s pig farms will be affected, but no interested party can afford to take their eye off an outbreak that is expected to claim 55% of China's pig herd by year-end.
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