Sat, Mar 25, 2017
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

Investing in agricultural land is the way to go – Part One

Thursday, August 26, 2010

amb
Hugh Hendry
Benedicte Gravrand, Opalesque London:

Agricultural investing, even with its shortcomings, is attracting much interest from investors and from fund managers. The main reasons for are, for one, the rising global population and the dwindling available land; and secondly, the search for an inflation hedge and for real assets which are uncorrelated to financial markets.

Furthermore, some fund managers argue that investing in food commodities is not enough: buying the land – as a fixed resource - that grows them should be an integral part of an agricultural portfolio.

Agricultural commodities are sought after as prices are climbing “If you look for a weighted portfolio, you really should have something that grows,” Anthony Ward, head of London commodities house Armajaro told Opalesque earlier this year (not long before the big $1bn cocoa story). The world population is growing, the weather is changing due to global warming, and water shortages are expected to develop. So commodities – which will reflect these issues - should be included, alongside stocks and bonds. They are a good inflation hedge and “tell you about what’s going on in the world.” (See Opalesque Exclusive here).

Hugh Hendry, CEO of L......................

To view our full article Click here

Today's Exclusives Today's Other Voices More Exclusives
Previous Opalesque Exclusives                                  
More Other Voices
Previous Other Voices                                               
Access Alternative Market Briefing

 



  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Hedge fund liquidations in 2016 surpass 2009 levels, new launches decline[more]

    Benedicte Gravrand, Opalesque Geneva: Even as the hedge fund industry's total assets exceeded the $3tln milestone last year, hedge fund liquidations increased. So much so that 2016 had the highest number of liquidations since 2008, claims the latest HFR Market Microstructure Report, re

  2. Hedge funds find no joy in macro as returns lag Trump rally[more]

    From Gulfnews.com: In 2017, macro hedge funds were expected to shine. So far? Not so much. It's been a far from impressive first two months for funds that trade around macroeconomic events. Discretionary funds rose just 0.3 per cent through February, according to Hedge Fund Research Inc., while the

  3. Strategies - Billionaire investor Marc Lasry shares how he's playing markets right now, Classic models are failing FX hedge funds desperate for return[more]

    Billionaire investor Marc Lasry shares how he's playing markets right now From CNBC.com: Buy on the prospect of deregulation. Sell on the enactment of deregulation. That's the strategy that billionaire investor Marc Lasry is implementing, according to an interview with CNBC in Las Vegas

  4. Opalesque Exclusive: Aberdeen makes the case for the lower mid-market[more]

    Bailey McCann, Opalesque New York: Aberdeen Asset Management has released a new paper focused on lower mid-market private equity. According to the paper, this segment of the private equity market is gaining popularity with private equity investors that are looking for multiple expansion and less

  5. Hedge funds await outcome of French elections, feel pinch on lower oil prices & weak dollar[more]

    Komfie Manalo, Opalesque Asia: Hedge funds felt the pinch of lower oil prices and weak U.S. dollar as the Lyxor Hedge Fund Index was marginally down as of the week ending 14 March, Lyxor Asset Management said in its Weekly Briefing. The Lyxor He