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Expert Commentary|Insight

Insight: Omega Ratios of Canadian Farmland

By Stephen Johnston, Managing Partner, Veripath & Equicapita     *The content put forth by Global AgInvesting News and its parent company HighQuest Partners is intended to be used and must be used for informational purposes only. All information or other material herein is not to be construed as legal, tax, investment, financial, or other advice. Global AgInvesting and HighQuest Partners are not a […]

Insight: Sharpe Ratios of Canadian Farmland

By Stephen Johnston, Managing Partner, Veripath & Equicapita funds     *The content put forth by Global AgInvesting News and its parent company HighQuest Partners is intended to be used and must be used for informational purposes only. All information or other material herein is not to be construed as legal, tax, investment, financial, or other advice. Global AgInvesting and HighQuest Partners are not […]

Farmland Investment – An Updated Different Point of View

By Ben Palen, Ag Management Partners Some Updates Since July 2021 Some nine months ago, I opined that farmland had become an “investment du jour”.  That was meant to suggest that increasing numbers of investors, ranging from retail to institutional levels, were realizing the benefits of land ownership. There are few signs that its greater popularity […]

Insight: Farmland, Gold, and Stagflation – the Perfect Storm?

By Stephen Johnston, director, Veripath Partners       *The content put forth by Global AgInvesting News and its parent company HighQuest Partners is intended to be used and must be used for informational purposes only. All information or other material herein is not to be construed as legal, tax, investment, financial, or other advice. Global AgInvesting and HighQuest Partners are not a […]

Where The Rubber Meets The Road: The Challenges and Opportunities of a Large Scale Irrigation Development Project in Zimbabwe – Part II

By Ben Palen, Ag Management Partners LLC Introduction In Part I of our case study [see GAI News December 14, 2021], we addressed some macro level topics pertaining to the sub-Saharan part of the African continent, and at the national level for Zimbabwe. They included the following items: ~Large amounts of uncultivated, arable land. ~Substantial water […]

The Investigation of Unfair Trade Practices Relating to Organic Soybean Meal from India

By Michelle Pelletier Marshall, Oilseed & Grain Media At the seventh annual Organic & Non-GMO Forum, held in Minneapolis December 1-2, Dan Ujczo, an attorney leading the Organic Soybean Processors of America (OSPA) case at the International Trade Commission (ITC) and the Department of Commerce, spoke to the anti-dumping and countervailing duties (AD/CVD) investigation into […]

Contributed Content: Investing in African Agriculture —The Promises and The Pitfalls

By Ben Palen, Ag Management Partners During the past 10-15 years, the amount of investment in agriculture by what are known as NTIs (non traditional investors) has grown from barely a blip on the radar screen to a figure that is undoubtedly well into the tens of billions of dollars. Large institutionally supported funds have […]

Let’s Talk “Trade And …”

By Shawn Marie Jarosz, TradeMoves, and the TradeMoves’ Team (First printed in our sister publication, Women in Agribusiness (WIA) Today.) Importers and exporters alike know that cross-border supply chains are often impacted by changes in trade policy and domestic legislation – both by the United States as well as its trading partners. Deciphering which areas […]

Op Ed: Farmland Investment – A Different Point of View

By Ben Palen, Ag Management Partners  Farmland has become an item on the menu of “investments du jour.” It is, perhaps, not especially surprising that investors have discovered the benefits of land ownership. Something else is surprising, though, and it has given this writer, a fifth generation farmer, some pause. The context for this article is […]

Contributed Content: Farmland, Inflation, Stagflation and Real Rates

 By Stephen Johnston, Director, Veripath Partners Based on what can only be described as the massive growth of the global money supply in the last 12 months, the apparent willingness of central bankers to continue to backstop unprecedented fiscal deficits, and a large contraction in economic activity, it appears we have the raw materials for […]