Fri, Sep 22, 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. Asia - Hedge funds used to love shorting China. Now, not so much, Fledgling China FoFs require careful use: NCSSF, Amac, Japanese banks turn to PE, hedge funds for returns[more]

    Hedge funds used to love shorting China. Now, not so much From Bloomberg.com: A sharp devaluation. A credit crisis. And an economic hard landing. That's what some of the biggest names in the hedge fund industry were predicting for China after the nation's stocks and currency tumbled in 2

  2. Launches - Orchard launches new credit platform, ETN based on hedge fund to launch on the LSE[more]

    Orchard launches new credit platform Orchard Platform has rolled out Deals as a part of its new platform launch. With the addition of Deals to their suite of technology solutions for loan originators and institutional investors, Orchard Platform takes the next step in their evolution. De

  3. Neuberger Berman closes $1.1bn Credit Opportunities Fund[more]

    Neuberger Berman, a private, independent, employee-owned investment manager, announced that NB Private Equity Credit Opportunities Fund LP closed on $1.1 billion of limited partner commitments. The Fund seeks to invest in the secured and unsecured debt of private equity-backed companies, primarily i

  4. Capital Dynamics launches mid-market private credit business[more]

    Capital Dynamics, a global private asset manager, has launched a dedicated Private Credit Asset Management business. Experienced industry executives Jens Ernberg and Thomas Hall have joined Capital Dynamics to co-lead the company's new private credit initiative. They are based in Capital Dynamics' N

  5. ...And Finally - FAN-antic[more]

    From Newsoftheweird.com: Jeffrey Riegel, 56, of Port Republic, New Jersey, left 'em laughing with his obituary's parting shot at the Philadelphia Eagles. In it, Riegel asked that eight Eagles players act as pallbearers, "so the Eagles can let me down one last time." Riegel owned season tickets for 3