All Timber articles
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InsightResilient farmland and forestry belong in every climate-aware portfolio
The summer of 2026 once again highlighted how vulnerable European farmland and forests are to heatwaves, drought and wildfires. Climate change has become a tangible risk to the productive assets that underpin our food systems, supply chains and broader economic activity. For investors, this should not be a reason to steer clear of these sectors. Quite the opposite, in fact.
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White papersNatural capital and the search for independent return drivers
Institutional investors have become increasingly sophisticated in their approach to diversification, allocating capital across private markets, real assets and alternative strategies alongside traditional equities and bonds.
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White papersWhat the global housing shortage (and recovery) means for natural capital investment
The world needs more housing, and the math behind that shortage is staggering. Across the U.S., Canada, Australia, the U.K. and the EU alone, an estimated 5.1 million new housing units per year are needed just to close the gap. For timberland investors, that demand tells a compelling story about where wood consumption is headed. Read the full paper to explore the connection between the global housing shortage and the long-term case for natural capital investment.
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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 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 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 papers
Investing in nature-based solutions
Natural capital has evolved beyond traditional timberland and farmland. Today, nature-based solutions offer investors opportunities to address critical challenges – climate change, biodiversity loss, food security – while pursuing attractive returns and portfolio diversification. Discover the powerful tailwinds driving this asset class, three emerging investment strategies that balance financial and environmental goals, and how private capital can help close the nature financing gap.
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White papers
U.S. markets for ecosystem restoration: Enabling investment in nature-based solutions
With over $2.1 trillion of U.S. GDP tied to nature-dependent sectors, investors face significant risks from nature loss. Discover how ecosystem restoration markets offer an opportunity to generate financial returns while delivering quantifiable environmental benefits through one of the world’s largest environmental credit markets.
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White papers
Natural 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 papers
Timberland delivers another year of strong performance in 2024
We analyzed the performance of timberland investments against other major stock and bond markets between 2022-2024, our findings are below.
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White papers
Going 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 papers
Timberland - 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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White papers
2024 timberland investment performance set to meet or exceed 2023
Last year’s U.S. private timberland investments look likely to overtake their previous year’s performance. As we await full-year reporting inclusive of annual valuations through appraisals or market transactions, this performance could offer an indication of what to expect for 2025.
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White papers
Timberland investing with Manulife Investment Management
How have approaches and strategies within sustainable forestry investment changed over the years? What new opportunities and co-benefits are available in addition to the stability and resilience these assets provide?
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White papers
Valuing nature is an economic imperative
Valuing nature and the wealth of natural systems can play a greater role in how we approach investing. We outline why this matters for the economy and our world.
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White papers
How carbon markets bolster timberland investing
As more and more investors look to integrate natural capital strategies into their portfolios, timberland is proving to be an obvious beneficiary. Thomas Sarno, global head of timberland investing, believes that now is an ideal time to invest in the asset class.
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White papers
Diversifying with natural capital
Improving efficiency in traditional stock-bond portfolios through diversification may be limited because the average correlation across securities can be high. In contrast, the lack of correlation across diverse natural capital investment strategies offers great potential for efficiency improvements via portfolio design.
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White papers
Carbon credit use is reshaping timberland investments
Carbon markets are entering a period of accelerated evolution that now requires the incorporation of carbon values.
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Research Report
AEW Monthly Research Report – February 2022
Land take regulations to drive land prices, density & Brownfield developments up.
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White papers
Investing in natural capital
Investments in sustainably managed timberland and farmland can play a vital role in improving the world’s natural capital while allowing investors to benefit from long-term global trends that will help them achieve their investment objectives.
