How is an investor to survive “post QE”? 12 May 2015 Commentary In the second commentary exploring quantitative easing, Forbes Elworthy looks at capacity risks of investments. Keep Reading
QE is causing capacity-driven deflation 29 April 2015 Commentary In the first of two commentaries, Forbes Elworthy explores how quantitative easing, which many of us thought would lead to inflation, is instead leading to deflation as a result of over-investment in capacity. Keep Reading
Deflation and its consequences 2 March 2015 Commentary In his March commentary, Forbes Elworthy undertakes an analysis of the next global crisis. Keep Reading
Volatility to explain high historical farmland returns 25 September 2014 Commentary In his September commentary, Forbes Elworthy reviews historic farmland returns and shows that, contrary to its reputation as a low return industry, farmland returns have out-performed equities. Keep Reading
Ten lessons for a financial farmer 27 March 2014 Commentary Forbes Elworthy reviews the 10 years since his return to the family industry and outlines the 10 lessons he's learnt as a financial farmer. Keep Reading
Solving food security with no new land 13 February 2014 Commentary Addressing the challenge of no 'new' land through sustainable intensification. In this commentary, Nick Tapp asks "can we continue to feed the world?". Keep Reading
Dairy as a derivative of grain 17 December 2013 Commentary In his December commentary Forbes Elworthy explores dairy market returns as a derivative of grain markets. Keep Reading
Risk management of climatic volatility 5 December 2013 Commentary This commentary outlines a risk assessment approach for climatically exposed sectors like farmland, water, ski-tourism, insurance and travel. Keep Reading
Don’t fight the RBNZ (in a currency war) 29 April 2013 Commentary Forbes Elworthy asks what is the monetary stance of the RBNZ at present and what might this mean for New Zealand farmland prices going forward? Keep Reading
Safe-guarded by irrigation 27 March 2013 Commentary In the face of low rainfall, Forbes Elworthy and Mark Cox look at how Craigmore's irrigated farms safe-guarded against New Zealand drought. Keep Reading
A New Zealand farming strategy 30 January 2013 Commentary In the January commentary, we take a look at the increases in Craigmore’s 2012 farm values driven by local factors, particularly Craigmore’s farm purchasing strategy. Keep Reading
The future is asymmetric 16 December 2012 Commentary In this commentary, Forbes Elworthy extends on two recent pieces of research by Jeremy Grantham and the Federal Reserve Bank of Dallas. Keep Reading
