Lombard Odier Investment Managers’ Post

Here’s a powerful stat: By 2050, global food demand is expected to increase by 70%. As the world population continues to grow, the need for more sustainable and efficient food production is critical. Farmland investing is not just about financial returns—it’s about contributing to a global solution.  U.S. Farmland accounts for more than 25% of global grain exports, making it a crucial player in feeding the world. As demand rises and supply becomes more limited, the value of farmland is set to increase even further. Investing in farmland isn’t just smart for your portfolio—it’s smart for the planet. Let’s talk about how your investment can help secure a more sustainable future. #FoodSecurity #FarmlandInvestment #Sustainability #GlobalDemand #FutureInvesting

Land is finite and we are making increasing demands of it. In this piece for Sustainable Views today, I cover: 👩🌾 Report from the IPES-Food on how growing investment from the financial sector, the use of land for carbon removal and offsetting schemes, mining projects and the “upscaling and consolidation” of farms threatens foods security and the lives and livelihoods of small-scale producers. Such trends are creating a “dangerous interface between small-scale farmers on one side and huge institutional investors, fossil fuel companies and real estate developers on the other”, says the report “Land squeeze”. 📣 “Better governance is desperately needed to remove speculative financial capital from farmland markets and to restore farmers’ and rural communities’ control over land,” says Jennifer Clapp from the University of Waterloo. 📣 “Carbon markets and climate finance more broadly present a significant opportunity to accelerate the recognition and safeguarding of rights for Indigenous peoples and local communities, including smallholder farmers,” says Luke Pritchard from We Mean Business Coalition. 🥕 Shifting to a plant-based diet is increasingly seen by experts as a way of reducing emissions and freeing up more land. The World Bank suggested in its “Recipe for a living planet” report last week governments in developed countries could “ensure the environmental and health costs borne by society are fully included in food prices” and shift subsidies for red meat and dairy towards "lower-emission foods, such as poultry or fruits and vegetables". 🥜 I also look at today's report from the Green Alliance and the Good Food Institute Europe and its conclusion a higher uptake of home-grown, plant-based, cultivated and fermentation-made food would restore levels of protein self-sufficiency not seen in Europe since the 1990s — reduce reliance on imports, free up land for more nature-friendly types of farming, such as organic practices that demand fewer chemical inputs, and help the EU meet its climate targets more cheaply. 🤝 With the World Bank's Land Conference 2024 starting today and the UK government's latest Farm to Fork meeting tomorrow, there should be plenty more to discuss later this week re the politics and financing of #agriculture and the #food and #farming transition. https://lnkd.in/df9rc9uD

💥Are you considering selling a business in the Food & Agriculture sector? Our cheat sheet provides an updated list of the industry's top 60 investors and acquirers!💡 Our current assessment focuses on Latin America, the world's food powerhouse🌎: ▶We looked at over 2,800 M&A and funding round transactions💲since 2010 (available if needed!🗒) ▶Mapping over 1,600 unique investors and/or acquirers. ▶Most are strategic players, as corporates lead the consolidation play. ▶But private equity and venture capital funds are already significant players (kudos to The Yield Lab LATAM team for having the largest regional footprint 🚀). ▶A combination of regional champions and global leaders are competing to position in high-growth categories (e.g., water, fruits, ag biologicals, ingredients, healthy food), pursue integration, and expand into new geographies. ▶Key emerging trends? Driven by sustainability, a few old themes are returning, including forestry🌲and biofuels🌽, focused on capturing more carbon and reducing GHG emissions🤝! 📌 If you are a player in the food and agriculture sector planning to acquire or sell a business in Latin America or Europe, I invite you to chat and exchange more ideas and insights. Please reach out! #RealAssets #Farmland #Agriculture #Food #Nutrition #PE #VC

DOWNLOAD: Business unusual: how business and investment pioneers are transforming forest and food supply chains --> https://lnkd.in/g-qC9JFv An increasing number of pioneering businesses and investors operating along forest and agriculture supply chains are leading the charge to transform the deeply flawed dominating economic models for the benefit of people, nature and climate. A recent IIED report documents success and lessons learned from 18 inspiring examples of businesses and investors who are progressing from ‘business-as-usual’ to ‘business unusual’ by adopting practices that embrace complexity and challenge existing paradigms and power dynamics. These pioneers are charting new paths for how forest stewards and farm smallholders can organise themselves, mobilise their own flexible finance, leverage external public and private investments and engage in business partnerships that regenerate and distribute a diversity of social, natural and economic benefits while strengthening social bonds and bonds with nature. Download it now! #forests #smallholders #FoodSystems #SupplyChains #BusinessUnusual

Connecting the World to Responsible Agribusiness! Our goal goes beyond acting as commercial agents for Brazilian agribusiness, as a HUB of solutions, we go beyond exporting agricultural products; We act as ambassadors of values that transcend borders. Our values: Provide Healthy Food: Our commitment is more than a mission; it is a vocation. We are committed to promoting health through certified quality foods. Caring for the Environment: We take care of our planet like we take care of our home. Sustainability is at the heart of our practices, from origin to export. Together, we build a greener and more prosperous future. Sell Responsibly: We sell not just products, but responsibility. Each negotiation is a promise of quality, transparency and integrity. Our commitment is to solid and lasting commercial relationships. Support Communities and Stakeholders We are an integral part of the communities we serve. Our rural producers are the essence of the localities, who invest in social projects that positively impact lives. Being a Reference Actor in Commercial Relations: We are not just intermediaries; we are architects of solid business relationships. The trust of our partners and customers is our most valuable asset. We want to be the reference in excellence and reliability. Want to know more about how we are transforming agribusiness? Join us on this journey! Together, we are building bridges between the countryside and the world, promoting health and respect with each harvest. Let's make a difference! 🌿🌎 #ResponsibleAgriculture #Sustainability #HealthyEating #GlobalConnection #ResponsibleBusiness #InternationalTrade #AgriHub #TransformationInAgribusiness

𝗙𝗲𝗲𝗱 𝘁𝗵𝗲 𝗙𝘂𝘁𝘂𝗿𝗲 𝘄𝗶𝘁𝗵 𝗪𝗼𝗿𝗹𝗱 𝗔𝗴𝗿𝗶𝗰𝘂𝗹𝘁𝘂𝗿𝗮𝗹 𝗘𝗰𝗼𝗻𝗼𝗺𝗶𝗰𝘀! Whether you're shaping policy at a national level, managing a farm, or simply interested in the complex tapestry of food production and consumption, this article offers unparalleled insights into the heart of global agribusiness. Join us in the pursuit of food security and economic prosperity. Together, we can sow the seeds for a healthier, more equitable world. 🌾🌏📈 https://lnkd.in/gbAqH7rN #WorldAgriculturalEconomics #FoodSystems #Sustainability #GlobalResearch

𝗙𝗲𝗲𝗱 𝘁𝗵𝗲 𝗙𝘂𝘁𝘂𝗿𝗲 𝘄𝗶𝘁𝗵 𝗪𝗼𝗿𝗹𝗱 𝗔𝗴𝗿𝗶𝗰𝘂𝗹𝘁𝘂𝗿𝗮𝗹 𝗘𝗰𝗼𝗻𝗼𝗺𝗶𝗰𝘀! Whether you're shaping policy at a national level, managing a farm, or simply interested in the complex tapestry of food production and consumption, this article offers unparalleled insights into the heart of global agribusiness. Join us in the pursuit of food security and economic prosperity. Together, we can sow the seeds for a healthier, more equitable world. 🌾🌏📈 https://lnkd.in/gbAqH7rN #WorldAgriculturalEconomics #FoodSystems #Sustainability #GlobalResearch

𝗙𝗲𝗲𝗱 𝘁𝗵𝗲 𝗙𝘂𝘁𝘂𝗿𝗲 𝘄𝗶𝘁𝗵 𝗪𝗼𝗿𝗹𝗱 𝗔𝗴𝗿𝗶𝗰𝘂𝗹𝘁𝘂𝗿𝗮𝗹 𝗘𝗰𝗼𝗻𝗼𝗺𝗶𝗰𝘀! Whether you're shaping policy at a national level, managing a farm, or simply interested in the complex tapestry of food production and consumption, this article offers unparalleled insights into the heart of global agribusiness. Join us in the pursuit of food security and economic prosperity. Together, we can sow the seeds for a healthier, more equitable world. 🌾🌏📈 https://lnkd.in/gmTR38SG #WorldAgriculturalEconomics #FoodSystems #Sustainability #GlobalResearch

Last week, our Founder and Co-Managing Partner Ben Gibbons participated at the Protein Industries Canada #PlantForward2024 conference - the largest plant-based event in Canada, brought together by the top 4 industry associations (Protein Industries Canada, Plant-Based Foods of Canada, Pulse Canada and Canadian Pulse Growers Association). This premier event brought together 43 of the top decision-makers and innovators in Canada’s #plantbased food, feed and ingredient sector. The diverse lineup of speakers delved into critical topics ranging from consumer trends and R&D to international collaborations and the role of emerging #technologies like #AI. At the heart of sustainable investing, Ben's panel discussion on "Cultivating a New Financial Paradigm for Food and Agriculture" offered invaluable insights for investors. Focusing on leveraging both public and private capital to strengthen the $10B+ sustainable plant-based market, the discussion illuminated pathways for future growth. Ben's expertise in alternative financial frameworks enriched the dialogue, resonating with investors, fund managers and entrepreneurs alike. By exploring sustainable plant-based solutions, Ben underscored the potential for substantial returns within this dynamic and rapidly expanding market. Special thanks to Alison Sunstrum for including Waterpoint Lane in this important discussion, and to the wonderful fellow panelists Fred Di Blasio Longhouse Capital Partners and Rhiannon Davies (she/her) Sandpiper Ventures. #SustainableInvesting #FoodTech #AgTech #ImpactInvesting #venturecapital

🌱 In an era where #sustainability and long-term profitability are paramount, the Australian food & #agribusiness landscape presents immense opportunities to thrive. By adopting sustainable practices, harnessing innovation, and strategically navigating market dynamics, agribusinesses can unlock their potential for enduring growth and profitability. QFF corporate partner BDO in Australia have shared an article discussing the key strategies and actions that can help the #agriculture sector to make the most of opportunities and pave a sustainable path for generations to come. Read it here 👉 https://bit.ly/3D67lqB #QldFarmers #AustralianFood