We think securitized credit may offer attractive risk-adjusted returns, but this complex market requires experienced, in‑depth analysis
Trade and other geopolitical issues are heating up. Economic growth is looking more uncertain and market volatility rising. Expect a tougher climb in 2019.
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.
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.
Beyond diversification: a geographical focus on farmland and real estate