VeripathFarmlandFunds-Q42021Newsletter
Veripath
Farmland
Funds
-
Q4
2021
Newsletter
In this edition, Veripath examines the incentives driving governments toward prolonged inflation and negative real interest rates, and the far-reaching implications for investors. We explore how persistent fiscal deficits, elevated asset valuations, and the massive funding demands of 2050 Net Zero targets may fuel sustained financial repression. The update also highlights the potential impact on the agricultural sector, where rising input costs and inelastic food demand could support a long-term commodities uptrend.