insideAgro

Investment insights to gain intelligent exposure to the global food & agriculture asset class. Powered by Valoral Advisors.

[insideAgro @insideAgro]

COVID-19 And "The Day After" for Food & Agriculture Investors:

Don't miss our latest study on the global opportunities in the food and agriculture investment space post COVID-19.

https://t.co/9VL5LVEPpQ

#Agriculture #Food #Farmland #AgTech #FoodTech #ImpInv

[insideAgro @insideAgro]

@AndreasSteno Thanks, Andreas!

Following the broader inflation in food in '21 & early '22, today, it looks more product-specific.

Still, there is concern about how these specific spikes can affect consumers.

And we have an emerging Niño with the potential to disrupt several crops worldwide.

[insideAgro @insideAgro]

Did you know that today there are a record 890 investment funds specialized in the global food & ag sector, with $140 Billion in AuM?

Check out the infographic!

https://t.co/DJOBvzKC6i

[insideAgro @insideAgro]

@lincolnsamelson You have had many great calls and definitely a contrarian view, thanks for your posts! Could you please elaborate more on why you see a falling US$ in the longer run (e.g. DXY at 80s) after going to the 106-109 level...? Thanks!

[insideAgro @insideAgro]

Water and agriculture:

California has just gone through the state’s driest three-year period on record: The state's irrigated farmland area shrank nearly 10% in 2022 compared with 2019 - the year prior to the drought.

https://t.co/DWcBb9phru?

[insideAgro @insideAgro]

Investing in food & agriculture:

ESG pressure on agrifood companies is mounting, and will not stop anytime soon...

https://t.co/KaigMwvcQ9

[insideAgro @insideAgro]

@agree_ag @LNcampo Muchos éxitos con el lanzamiento de Agree en México!

El mercado agroalimentario de la toda la región necesita este tipo de soluciones innovadoras para financiar la producción de alimentos!

[insideAgro @insideAgro]

The mood in Europe today:

Not even food and agriculture investments can attract investors with the current market conditions...

https://t.co/vDTEOZqSSA

[insideAgro @insideAgro]

#Farming in Europe:

Legumes, part of the #plantbased protein crops with growing demand as dairy and meat protein replacements, could see growing planting in the coming season as farmers opt for cheaper input costs...

https://t.co/qjubpqh1QW

[insideAgro @insideAgro]

The war in Ukraine and the energy crisis in the Dutch vegetable sector:

Up to 40% of vegetable growers are in financial distress amid skyrocketing gas prices...

https://t.co/CVuKSB96Se

[insideAgro @insideAgro]

Farmland investments go public:

US #Farmland investment trust seeks to raise £200m in London IPO.

#RealAssets #Agriculture

https://t.co/N7KJCc4Xan

[insideAgro @insideAgro]

Virgin Money launches £200m agri-fund to help farmers reach net-zero by investing in low-carbon solutions like onsite renewables

#AgTech #ClimateTech

https://t.co/ZAfsXqUdMz

[insideAgro @insideAgro]

Energy & agriculture:
The new OPEC Fund "Food Security Action Plan" will deploy $1 Billion to cover import costs of basic commodities such as seeds, grains and fertilizers, while supporting medium and long-term security of food supply in partner countries.
https://t.co/fJHaDsyxIr

[insideAgro @insideAgro]

@elerianm summarizes in a brilliant way the drivers that explain the recent move in DXY and the risks which a strong U.S. Dollar brings to emerging and developed countries.

The implications for food and agriculture markets are clear. Interesting and volatile times ahead..

[Mohamed A. El-Erian @elerianm]

Re this from Bloomberg, I suspect that a currency accord is a very low probability outcome in this global environment.
(For background on the why and so what of the dollar appreciation, this from yesterday:
https://t.co/4OX12B9ukt )
@markets #dollar #economy #inflation @FT

[insideAgro @insideAgro]

Investing in #RegenerativeAg:

@AXA, @Unilever, and @TikehauIM announce their ambition to create an impact fund dedicated to investing in projects and companies supporting the regenerative agriculture transition.

#NaturalCapital #Farming #AgTech #ImpInv

https://t.co/LNgfDaocRX

[insideAgro @insideAgro]

Investing in real assets & infrastructure?

Don't miss our latest report, which presents 20 different investment areas in the broad food & agriculture space.

https://t.co/6UVoK02UY8

#Agriculture #Food #RealAssets #Farmland #Infrastructure #NaturalCapital #ImpInv

[insideAgro @insideAgro]

Good reading on the impact of the Ukraine war on food supply and food affordability...

https://t.co/xmGycZPI5u

[insideAgro @insideAgro]

Can #seaweed fix the food system? This global coalition thinks so...

https://t.co/hNQQKVsRrt

[insideAgro @insideAgro]

Investing in #Plantbased proteins:

The Danish Government is investing $100 million in plant-based fund Plantefonden to aid the plant-based sector in Denmark.

https://t.co/Z6IzBAloqF

[insideAgro @insideAgro]

More on the growing interest in farmland:

Prices for prime Midwest cropland climbed by up to a third in past year as world food prices hit records...

https://t.co/nZfqmB8djE

[insideAgro @insideAgro]

Amid record crop prices, interest to invest in farmland is also on the rise...

#Farmland #RealAssets #NaturalCapital

https://t.co/WjgA2lrwSN