For asset owners looking to expand their investment horizons into agriculture, climate change and some difficult regulations offer potential obstacles to their ambitions.
Asset owners looking to diversify assets are increasingly eyeing opportunities in agriculture, with its relatively predictable returns. Interested parties include major sovereign wealth funds.
The Russian bank signs Jim Rogers to provide insights into global commodity markets and investment trends. He started this month and will continue to be based in Singapore.
Jeremy Grantham of GMO urges long-term investors to shift up to 30% of assets to resources, particularly agriculture.
Actively managing the underlying assets can sometimes be a better approach, says portfolio manager David Donora, who foresees a $1 trillion commodities market within 10 years.
Review/outlook series: Marino Valensise, global chief investment officer at Baring Asset Management, explains why he's also keen on agricultural commodities and gold.