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Sector updates

29.05.2020

Mega trends in the primary sector.

Insights and analysis from MyFarm Investments Head of Research, Con Williams into the impact of Covid-19 on the primary sector including;

Massive changes in the interest rate borrowing curve - leveraged returns in the primary sector for the first time in 50 years
Global market dynamics - the continuing demand for health and wellness; big shifts from food service to retail.
The importance of choosing sectors for investment which have earnings certainty through market access, an undersupply situation and products which command a price premium
Why Zespri's new record SunGold licence price is justifiable
Retaining talent and cost control to enable NZ to retain its position as a high quality, premium food supplier.

Latest news & research

Congratulations Rachel Baker

Congratulations Rachel Baker

Congratulations are in order for yet another of our own. Portfolio Manager Rachel Baker has been added to the tidy list of Nuffield New Zealand Farming Scholars within the MyFarm Investments team.

Forestry, carbon and the general election

Forestry, carbon and the general election

We are just over a week from the general election, and it seems the day can’t come quickly enough. If the election had occurred earlier in the year, Cyclone Gabrielle and climate change would have been more in our minds. Nearly eight months down the track, the electorate has downgraded climate change to number six on the list of concerns.

Market Insights

Carbon and the ETS

Carbon and the ETS

As part of our carbon market series, this article reviews the events of 2023 so far, with a particular focus on the involvement of agriculture and forestry in the Emissions Trading Scheme (ETS). The first nine months of the year have seen uncertainty and price volatility; however, the market looks to be closing the year on a stronger note. Before we look at what’s happened this year, it’s worth reflecting on the role of the ETS and why having an efficient ETS and market for carbon is vital for New Zealand and our climate ambitions.

Market Insights

Investment Guide

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