Contrarian Investor: Agriculture shall go to the ball

Agriculture shall go to the ball

clock

I have given up counting how many times I have written about everything farm related, ranging from boring old UK land through to agriculture-orientated biotech.

It seems to me that, if you are a long-term investor, agriculture should be an area of huge interest, and not just because of Mark Twain’s hoary old comment about them not making much new land anymore (something which is no longer strictly true). If you are even remotely interested in the idea of theme investing (implying an interest in particular sectors) there is no better story than farms and food. Now of course one issue that stops many investors from looking at these broad themes is what I can charitably call the 'focus' challenge. Namely, what exactly am I going to buy in fund o...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Investment

Dimensional's Kaitlin Hendrix: Counting the cost of index rebalancing

Dimensional's Kaitlin Hendrix: Counting the cost of index rebalancing

Reconstitutions can hurt returns

Kaitlin Hendrix
clock 18 July 2025 • 4 min read
Event Voice: Stepping out of cash into the Credit Sweet Spot

Event Voice: Stepping out of cash into the Credit Sweet Spot

Peter Marsland, Fixed Income Investment Specialist, from Aberdeen discusses the Short Dated Enhanced Income Fund at the June Fixed Income Market Focus.

Peter Marsland, Fixed Income Investment Specialist
clock 08 July 2025 • 4 min read
Investors undergo 'buyers' strike' in June sending order values to two year low

Investors undergo 'buyers' strike' in June sending order values to two year low

Middle East conflict did not deter investors

Eve Maddock-Jones
clock 08 July 2025 • 2 min read
Trustpilot