All Forestry/Agriculture articles
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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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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 papersThe structural deficit: Analysing the widening gap in global timber supply and demand
The traditional characterisation of timberland as a fringe or “alternative” asset class is increasingly difficult to sustain in the face of contemporary economic data.
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White papersUnlocking natural capital value
Institutional investors seeking resilient, future‑ready portfolios are turning to timberland and farmland—strategic assets that combine climate resilience, biodiversity, and long‑term value creation.
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White papersForests as a strategic investment
Wood is an important economic resource. Due to the growing middle class worldwide, there is increasing structural demand for wood. In this context, forests are becoming an attractive investment, ensuring long-term strategic access to wood in times of geopolitical uncertainty.
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White papersNordic timberland as a strategic investment
As timberland becomes a core component of institutional real asset portfolios, allocators increasingly face a relative choice: not whether to own forests, but which type of forest exposure best serves long-term capital
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White papersCapMan Natural Capital – shaping the future of European natural capital investments
CapMan Natural Capital is a specialist natural capital asset manager focused on sustainable forestry investments across Europe. The investment team acquires and actively manages forest and land assets at scale with the objective of delivering long-term, risk-adjusted market returns alongside measurable environmental outcomes, including climate benefits and biodiversity enhancement.
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White papersValue beyond forest products: investing in timberland
Timberland’s value proposition has expanded far beyond its traditional confines to offer a spectrum of natural capital investment possibilities for discerning asset allocators. Discover the themes we believe encompass the challenges and opportunities arising from climate change and nature loss.
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White papersFarmland: The Red Thread – Alternatives Edition 2025/26
In an era marked by economic uncertainty, shifting global trade dynamics, and the search for resilient asset classes, US farmland is often viewed as an attractive investment consideration. With a market value estimated at over USD 2.2 trillion and more than two million farms across the US, farmland represents a large and relatively underexplored asset class.
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White papersWhy invest in sustainably managed timberland?
Unlock the potential of timberland investing. Discover how sustainable timberland investment can offer attractive risk-adjusted returns, reliable income, and real asset diversification—while acting as a proven inflation hedge investment. As awareness of the social and environmental benefits of natural capital investing grows, learn how timberland can support both financial performance and positive ecosystem impact.
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White papersInvesting in the nature and climate transition: Creating value beyond traditional sustainable timberland management
There’s a growing consensus that the inexorable nature and climate transition taking place across the globe will have profound implications for the world economy. From where we sit as a global asset manager, this ongoing, multifaceted transition also implies a vast and rich spectrum of possibilities—many of them still emerging— for discerning asset allocators.
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White papersTimber’s tipping point: why global demand is set to outpace supply by 2050 according to Gresham House analysis
The ongoing increase in Greenhouse Gas emissions from human activities since the industrial revolution is a major contributor to climate change and rising global temperatures; average global temperatures have risen by 1.2°C according to The National Centre for Atmospheric Science, 2025. There is a strong global consensus that urgent and extensive action is needed, both to limit future warming and to adapt to a changing world to reduce the impact of climate change.
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White papersAdaptation is resilience: Assessing physical climate risk in Canada’s provinces and municipalities
We collaborated with our partners at Concordia University and the Emerging Risks Information Center (ERIC) to assess physical climate risk across Canada’s provinces and municipalities, particularly their exposure to and preparedness for natural disasters. This abridged version of our study highlights key research findings and conclusions.
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White papersCatch the AI wave: water risk in big tech
Access to usable fresh water is fundamental to livelihoods, health, ecosystems, and the global economy. Water-related natural hazards such as floods and droughts can have such devastating effects that we believe that water-related risks and opportunities can be financially material factors that need to be increasingly integrated into technology sector decisions and the investment strategies that support them.
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White papersGoing long on permanent crops: long-term demand fundamentals of almonds and pistachios
Understanding the supply-and-demand fundamentals of tree nuts is critical for investors considering long-term investments in the agriculture sector.
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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 papersTimberland - Resilience, opportunity amid economic uncertainty
The investment landscape as we enter 2025 remains colored by economic uncertainty, geopolitical risk, inflationary pressures, high interest rates, volatile capital markets, and the unknown future of global trade policy.
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Asset Manager NewsBPL Pensioen invests additional €90 million in ASR Dutch Farmland Fund
BPL Pensioen is to invest an additional €90 million in the ASR Dutch Farmland Fund. This amount is on top of the €210 million previously invested by the pension fund for the agricultural and green sector. BPL Pensioen is an investor in a.s.r. real estate’s farmland fund alongside DELA, the ING pension fund and a.s.r.
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White papersThe fundamentals of sustainable forestry investing
Sustainable timberland investments offer investors traditional portfolio diversification benefits alongside new opportunities for positive impact, say Manulife’s Thomas Sarno, David Fortin and Mary Ellen Aronow.
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White papersProving resilience and durability
As a top-performing asset class for about a century, farmland has proven time and again to have upside growth potential and to be resilient throughout various economic scenarios. It is an essential global property sector tied to food production. Jim McCandless and Daniel Murray, co-CIOs for farmland at UBS Asset Management, discuss why more investors are looking to add farmland into their investment portfolios.
