While adding more farmland assets generally lowers portfolio volatility, the benefits of diversification diminish beyond a certain point. As the number of distinct geographies increases, particularly when geographies exhibit higher cross-correlations, the incremental reduction in volatility becomes less significant. Moreover, the additional costs associated with managing and monitoring a larger number of distinct geographies—such as […]

Investing in agricultural land is becoming increasingly popular for those seeking stable returns and portfolio diversification. Full text.

Is your manager’s alpha genuine – new Omnigence research paper.

Omnigence recently published “Is Canadian Growth Dead – Preparing for Stagflation and the Socioeconomic Barbell”. The purpose of this paper is to initiate a discussion around policy proposals that may reverse this trend.

Canadian farmland behavior versus S&P 500. View full report

Change of use economics – dryland to irrigated. Farmland downside/upside capture ratios. View full report

Some commonly held beliefs about the ag sector debunked.   View full report

Alberta Prosperity Certificates were issued in 1936 as a provincial experiment in printing money had the novel feature that it carried negative interest rates via the requirement for certificate holders to purchase and affix a one-cent stamp every week to maintain the note’s validity. View full report

Can renewable energy cater for the increasing global demand for energy? A review of the logistics of different available energy sources reveals that fossil fuels are likely to remain a major source of energy for the foreseeable future. View full report