Alternatives
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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. Learn why.
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Zeroing in on private credit: more than meets the eye?
Private credit has evolved from a mere financing appendage to more than a trillion-dollar asset class. What are the key drivers that altered the course of traditional lending? We trace the origins of this asset class to examine its role in portfolio construction.
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Regenerative agriculture: definition, implementation, and impact
Regenerative agriculture can play an important role as the challenge of feeding a growing population looms larger amid increasingly scarce natural resources. Learn more.
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Aircraft leasing investments: achieving lift-off through an alternative route
Global aviation has rebounded dramatically in the past two years, but the backlog in supply chain implies it will be some time before the delay in jet building can be resolved. Learn how these developments may lead to interesting opportunities for investors.
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Expanding the efficient frontier with natural capital investments
Analysis shows that U.S. timberland and farmland assets can potentially improve the risk/return profile of a multi-asset portfolio by shifting the efficient frontier.
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Unlocking forest carbon opportunities
Carbon and timber value presents a spectrum of optionality: Our integrated property management team’s core focus on sustainability can enable forest carbon investment opportunities in addition to traditional timber value. Learn more.
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