All Agriculture articles – Page 5
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Sustainable agriculture: the economics of healthy soil
Where is modern industrial agriculture taking us? How can farmers respond? And what does all this mean for the financial performance of companies operating in the food and agricultural sector?
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Rising U.S. farm debt and the implications for farmland investors
Three consecutive years of disappointing commodity prices has led to farmer incomes decreasing year after year. Low prices for soybeans, corn, milk and beef have reduced the level of farm income and 2019 is not expected to provide a deviation from this trend.
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The impact of African Swine Fever on the agricultural industry: a complex puzzle
The outbreak of African Swine Fever (ASF) in China is making headlines as it impacts the biggest pork market in the world. Industry experts consider this a ‘transformational event’ for the global pork sector that is ‘creating a devastating effect.
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Nuveen knows: alternatives
Beyond diversification: a geographical focus on farmland and real estate
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Equity Options Skews: Why No Surprises?
Equity index options are the least surprising of options markets. According to data and the best of our knowledge, out-the-money (OTM) call options have never cost more than OTM puts on equity index options – reflecting the greater concern of a market slump than a rally.
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Treasury Options Skews: Investment Signals or Noise?
Nearly all options markets exhibit some kind of natural skewness. For example, out-of-the-money (OTM) put options on equity index futures are typically cost more than OTM call options as investors typically fear a sudden fall in stock prices more than a sudden rise and, hence, are willing to pay more for protection to the downside than upside.
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Nuveen knows: Upcoming urbanites
A new generation is flocking to cities, driving major economic and social shifts
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FX Options Skews: Economics and Implications
Are FX options skews a useful indicator of whether a currency will rise or fall against the U.S. dollar? We looked at some out-of-the-money puts and calls.
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Asset Allocation Update: Strong earnings prompt US equities upgrade
Amid background noise such as ongoing trade skirmishes involving the US, the evolving Chinese economy and geo-political tensions, we have spent time analysing recent market movements and the implications for risk assets.
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Daisuke Nomoto: Japan - more tailwinds than headwinds for 2018
With GDP on a sustained growth track, supported by structural reforms and the Bank of Japan’s accommodative monetary policy, we maintain a positive outlook for the region.
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Reaction: Italian election
The Italian election result looks messy, but we do not believe that the chances of Italy leaving the eurozone have gone up materially.
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Technology and ‘mega-trends’ to drive US equity performance
US equities have outperformed global equities since the beginning of the recovery because the US economy was initially the sole engine of global growth, as European countries wrestled with the Eurozone crisis.
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The UK’s demise is overstated
UK equities reached all-time highs in 2017, but relative to world stocks (in US dollar terms) they were laggards.
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Asset Allocation Monthly: May 2017
We have recently increased our equity rating to favour from neutral on the back of lower political risk and positive earnings developments.
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The emerging markets cloud receding
As US rhetoric on trade protectionism softens, investors are focusing on emerging markets’ fundamental attractions once more as productivity improvements and fast-growing young populations are driving superior economic growth.
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How should investors approach US infrastructure?
Improving and expanding US infrastructure involves more than building roads and bridges.
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Trumponomics: What could go right?
When it comes to policy, there are things that can go right and things that can go wrong – particularly so with Trumponomics.
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Trump unnerves Asia
The new US administration’s trade and foreign policy threatens to unsettle relations with Asia-Pacific nations. It is commonplace to say that the election of President Donald Trump has created uncertainty and nervousness among both US’s allies and its rivals.
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Southeast Asia’s credit stability
Credit rating agencies are optimistic that Southeast Asian countries will weather the fallout from developments in other regions. Southeast Asia appears vulnerable to several forces it can do little to control.
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Shenzhen-Hong Kong Stock Connect opens for traffic
Offering a bridge for international investors accessing China’s ‘new economy’, policymakers are confident in Stock Connect’s future. China’s recent policy initiatives to attract international investors to its equities markets have struggled.