Insights

The investment thesis for agriculture was put to the test in 2020 as the COVID-19 crisis unfolded. There were both positive and negative economic factors arising from the pandemic and its impact on the economy, however, on balance, the agricultural markets and economies emerged relatively unscathed.

The words Environmental, Social and Governance have become commonplace in the lexicon of investors of late.

Moving into 2021 as a mindful bond investor.

Unprecedented. Extraordinary. Uncertain.

Examining the key drivers of risk, returns and diversification in equity portfolios.