NEWS & INSIGHTS
White Paper (November 2020) – Why we should be optimistic about the future of Australian agricultural exports to Asia
This Riparian white paper considers the recent uptick in geopolitical tensions between China and Australia which have raised concerns that Australia’s current level of agricultural exports to Asia may not be sustainable. While China is an important market for Australian agriculture, we expect there is more than a reasonable chance that Asian exports ex-China outpace China growth over the next decade.
The recent collaboration of 15 Asian-Pacific nations to agree the Regional Comprehensive Economic Partnership (RCEP) only further supports this argument.
In this short video, Riparian Associate Partner Matthew Houlahan discusses the impacts of previous La Nina events on water markets, and how the team navigates through various weather patterns and builds a robust portfolio of water entitlements.
Watch Michael Blakeney present at the Pinnacle Virtual Summit, held on Thursday 17th September, 2020.
Watch Nick Waters present at the Pinnacle Virtual Summit, held on Monday 14th September, 2020.
A short interview with Riparian’s Managing Partner and Chair Michael Blakeney on why water is an attractive alternative investment right now, discussing the uncorrelated nature and resilience of the asset class during COVID-19, as well as topical questions from the implications surrounding trade with China and the ACCC report.
In this short interview, Riparian’s Managing Partner Nick Waters discusses the recent findings of the ACCC’s interim report into the Murray-Darling Basin water markets.
In this webinar presentation, Riparian’s Managing Partner Nick Waters discusses Australian water entitlements emergence as an asset class, how Riparian views the outlook for the coming water year and introduces the Riparian Water Fund.
In this webinar presentation, Riparian’s Managing Partner, Michael Blakeney, discusses tailwinds strengthening the outlook for Agriculture investments and how Riparian believes Agriculture investments should be structured in the current volatile market environment.
This Riparian research paper explores the early impact of Covid-19 disruptions on the Agriculture sector and suggests that historically the sector has displayed resilience to economic shocks.
This Riparian research paper looks at the emergence of agriculture as an institutional asset class and how it may benefit investment portfolios.