All Agriculture articles
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VideoManaging climate risk with AI
We know that climate change can present challenges for agricultural investors, such as the risks of global warming having an impact on harvests. So how do we use artificial intelligence to mitigate these risks?
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White papersA Sea Change for Commodity Prices: Why Markets appear to be Underpricing El Niño Risks
As El Niño’s return threatens to add food price inflation to existing supply disruptions, we see a strong case for investors to increase commodity allocations.
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White papersWhere data drives decisions in farmland investing
Farmland investing is increasingly framed through data, dashboards and technology. As scrutiny has grown, investors are less focused on whether data exists and more on where it actually changes decisions.
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White papersFarmland: The Red Thread – Alternatives, mid-year edition 2026
As energy prices ripple through global agriculture, investors are questioning farmland’s resilience. Dan Murray, Head of Farmland, cuts through the noise, explaining why rising input costs may test farmers in the short term, but need not derail the long-term strength and value of well-structured farmland investments.
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VideoNatural Capital for Impact
Regenerative farming may be one of the most interesting natural capital opportunities for institutional investors. It yields healthier food, restores ecosystems and mitigates climate change while potentially offering sustainable returns. Discover the investment potential of regenerative farming by watching this video.
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VideoFarming for the future
Why biodiversity matters. Meet Alice McNeil, Portfolio Manager of our SDG Farmland strategy. Alice highlights the relevance of biodiversity to society and the economy and shares insights on how we work with our farms to deliver biodiversity improvements.
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White papersInvesting in Circular Agriculture
Agriculture sits at the heart of today’s biggest challenges and greatest opportunities. It contributes to climate change and biodiversity loss, while also being highly vulnerable to their effects.
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White papersSDG Farmland Fund expands Portuguese olive oil platform
Van Lanschot Kempen’s SDG Farmland Fund has acquired Panasqueira, an irrigated olive orchard of approximately 400 hectares in Faro do Alentejo, Portugal, further strengthening its permanent crops platform in the Iberian Peninsula.
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White papersPricing nature: carbon and biodiversity credits explained
Carbon and biodiversity credits are often discussed together as tools for pricing nature. This can give the impression that they perform a similar role in investment strategies. In practice, they price fundamentally different things, behave differently in markets and should be treated accordingly by investors.
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Asset Manager NewsResponse to inflation pressures - Kempen SDG Farmland Fund
The shift away from decades of low-inflation and a highly globalised economy represents a structural change in the macro-economic environment.
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Asset Manager NewsBlueberry acquisition strengthens permanent crop platform
The Kempen SDG Farmland Fund has taken another deliberate step in developing a long term platform built around productive farmland and high quality crops. The acquisition of the Pan American and Othello blueberry farms in the Pacific Northwest adds depth to the portfolio and strengthens the Fund’s position in a region known for reliable fruit production and strong local expertise. Together, the farms cover about 312 planted hectares and 405 hectares in total across Oregon and Washington.
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White papersThe shift in how the world sees farmland: An asset that sits between categories
Investment categories tend to last longer than the conditions that created them. Real estate, infrastructure and private markets were shaped in a period when natural systems felt predictable and globalisation appeared steady. Those assumptions carried portfolios for decades.
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InterviewAgriculture and forestry offer investors a path to biodiversity
Institutional investors increasingly view biodiversity loss as a systemic risk, yet investing in solutions remains challenging. The theme feels abstract, projects are small-scale and returns are uncertain. According to Karel Nierop, Head of Products & Solutions at Triodos Investment Management, agriculture and forestry offer a concrete way to start. “By linking biodiversity to sustainable land use, we present a solid business case with positive impact and returns.”
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White papersFive reasons to consider an allocation to farmland
With markets still volatile and inflation never far from mind, investors are increasingly looking beyond traditional asset classes for stability and steady returns. Farmland has quietly delivered both for decades, offering income, capital appreciation, and inflation protection while holding steady through recessions. If you’ve been curious about what agricultural land could bring to a portfolio, the data might surprise you. Explore the full piece to see why farmland deserves a closer look.
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White papersTimberland investment: growing credible impact
Timberland is meeting rising demand for credible nature‑based decarbonization solutions by providing a biologically renewing resource with diversified revenue streams and the potential to generate high‑integrity carbon credits through improved forest management, conservation, and reforestation. Learn how sustainably managed timberland can offer investors stable long‑term returns and measurable climate benefits, backed by Manulife IM’s 40‑year track record and 5.6 million managed acres.
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White papersMore demand, less land: Supply-demand fundamentals of farmland
Global agriculture is facing a tightening supply of farmland while populations and food demand continue to grow. With these trends expected to persist and even intensify through 2050, Nuveen Natural Capital explores the primary drivers of land loss and what this collision of scarcity and demand means for farmland values.
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White papersNatural Capital investor views
Summary findings of a qualitative study into attitudes and behaviours of global fund selectors in respect of Natural Capital.
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White papersA balancing act: how can sustainably managed forests offer investment opportunities while protecting forestland and safeguarding biodiversity?
While the notions of natural capital and nature-based solutions are spreading amongst the investment community, the initial focus has been on a forest’s ability to sequester and store carbon. When it comes to forests as a solution to the biodiversity crisis, very few investors new to forestry investing know what sustainable forest management endeavours to achieve, and why it can indeed be one of the answers to safeguarding biodiversity.
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White papersNothing Burger: The Drivers Behind US Cattle Herd Size Stagnation
Since the United States Department of Agriculture (USDA) started publishing US cattle herd size data in 1973, a persistent downward trend has been present through time with only a few local peaks. In fact, as of the end of 2024, the US cattle herd size reached the lowest level on record and is more than thirty-percent smaller than the peak size it reached in 1974, and only four-fifths of the average size from 1973 to 2024 despite rising cattle prices over the same period. Cattle herd size is cyclical, with a typical cycle length of about ten years.
