A U.S. drought 1 August 2012 Commentary In the August commentary, Forbes Elworthy looks at news of a drought in the United States, projections of global grain supply fall 4% and grain prices rise 35%. Keep Reading
A good man is hard to find 1 June 2012 Commentary Forbes Elworthy reflects: "My father used to tell me the best farmers are at least 50% more profitable than the average farmer." Keep Reading
Craigmore farming in New Zealand 1 April 2012 Commentary In his April commentary, Forbes Elworthy outlines the three main elements of Craigmore’s farming strategy: quality land, share-farming and sustainability. Keep Reading
Managerial capitalism 1 January 2012 Commentary In his January commentary, Forbes Elworthy considers whether the hegemony of managerial capitalism now unravelling. Keep Reading
Farmland: An answer to inflation 1 December 2011 Commentary In his December commentary, Forbes Elworthy reflects on how agricultural commodities, which are in tight supply, will benefit from the significant money-printing. Keep Reading
The end of the twentieth century 1 November 2011 Commentary In his November commentary, Forbes Elworthy advances two reasons for investing in farmland. Keep Reading
Food is the new oil 1 September 2011 Commentary We recently prepared an extensive analysis of the land investing opportunity (and our strategy). The first section we assess why we believe food is the new oil. Keep Reading
Farming and forestry 1 August 2011 Commentary In his August commentary, Forbes Elworthy reflects on the world economy and the circumstances, especially in the west, driving a period of low growth and money-printing. Keep Reading
Toward one laptop for every lamb 1 April 2011 Commentary Forbes Elworthy looks at deleveraging which continues in New Zealand and the role of land prices in hovering at 15% to 30% off their peak values of 2007. Keep Reading
Where are our pyramids? 1 December 2009 Commentary One of the most thought provoking lines in Keynes' General Theory is the question why the Egyptians were able to maintain a stable civilisation for 2,000 years. Keep Reading
Yield producing assets 1 September 2009 Commentary The crisis that broke last September-November was a big shock. Forbes Elworthy says he felt wrong-footed by the subsequent turn-down in markets. Keep Reading
Craigmore Finance – the evolution 1 June 2009 Commentary The business I am thinking of creating is continuing to evolve. It now looks more like a lender than a specialist resources investor. Keep Reading
