PART THREE: REFRAMING REGENERATION SERIES – From narrative to performance: The role of disciplined capital
A new class of investors is recognising that the natural systems underpinning food and fibre production can no longer be taken for granted. They’re fundamental economic infrastructure. And, as with any critical infrastructure, degradation creates risk, while restoration drives value.
In Part One of our new series, Reframing Regeneration, Impact Ag Australia’s Head of Portfolio & Investment Management, Bindi Turner, unpacks why sophisticated capital is moving decisively toward ecosystem regeneration – and what this shift means for the future of agricultural investment.
PART TWO: REFRAMING REGENERATION SERIES – Productivity reimagined: The investment logic of regenerative systems
A new class of investors is recognising that the natural systems underpinning food and fibre production can no longer be taken for granted. They’re fundamental economic infrastructure. And, as with any critical infrastructure, degradation creates risk, while restoration drives value.
In Part One of our new series, Reframing Regeneration, Impact Ag Australia’s Head of Portfolio & Investment Management, Bindi Turner, unpacks why sophisticated capital is moving decisively toward ecosystem regeneration – and what this shift means for the future of agricultural investment.
PART ONE: REFRAMING REGENERATION SERIES – From narrative to investable infrastructure
A new class of investors is recognising that the natural systems underpinning food and fibre production can no longer be taken for granted. They’re fundamental economic infrastructure. And, as with any critical infrastructure, degradation creates risk, while restoration drives value.
In Part One of our new series, Reframing Regeneration, Impact Ag Australia’s Head of Portfolio & Investment Management,Bindi Turner, unpacks why sophisticated capital is moving decisively toward ecosystem regeneration – and what this shift means for the future of agricultural investment.
PERENNIALS, PATIENCE, AND PROOF: UNPACKING THE REGEN TRANSITION AT GILGAL
Environmental plantings are no longer just about carbon offsets. When integrated into farm systems, they can stack returns: carbon, biodiversity, productivity, and resilience. Here, Hugh Killen explains how the right design can turn ecological restoration into return.
REIMAGINING ENVIRONMENTAL PLANTINGS – FOR CARBON, BIODIVERSITY, AND FARM PRODUCITIVITY
What if a carbon project could do more than store carbon? What if it could restore endangered habitat? Rehydrate the landscape? Build soil health? Strengthen farms against drought? And drive better productivity and profitability?
HUGH KILLEN ON: CAN ON-FARM ENVIRONMENTAL PLANTINGS RETURN A PRODUCTIVITY DIVIDEND? YES, IF…
Environmental plantings are no longer just about carbon offsets. When integrated into farm systems, they can stack returns: carbon, biodiversity, productivity, and resilience. Here, Hugh Killen explains how the right design can turn ecological restoration into return.
8,000 ACRES, TWO DYING TREES | LESSONS FROM US FARMING
California’s Central Valley, which produces 98% of the world’s almonds, is implementing water reforms that could reshape food production – rippling across global supply chains, and creating opportunities for Australian markets and investors.
DR SUSAN ORGILL ON: IF SOIL IS A BUCKET, HOW MUCH CAN WE FILL IT WITH CARBON?
Picture our soil as a bucket that holds carbon, and every season, we’re either topping it up (and hopefully, holding a bit more) or watching it leak. For a long time, Australian agriculture was carrying buckets with holes in the bottom. Centuries of cultivation, erosion, and overgrazing stripped away the organic matter (of which ~58% is carbon) that once acted like a sponge – holding water, feeding crops and microbes, and storing carbon.
DR SUSAN ORGILL ON: APPLYING SOIL SCIENCE WHERE IT MATTERS MOST
As scientists, we’re trained to reduce complex systems into clear, measurable questions: it’s how we understand problems, test assumptions, and design solutions. But when you take scientific findings beyond the lab and into the paddock, things get more interesting! Agriculture doesn’t operate in isolation. Soils, seasons, crops, livestock and human decisions all interact dynamically.
TOBY GROGAN ON: THE AGTECH THAT’S EARNED ITS PLACE IN OUR TOOLKIT
Asset managers have a reputation for wanting everything cheap, cheaper, or free. It’s not entirely fair, but we’re not an open chequebook either.
The business case has to stack up, whether we’re advising on a farm acquisition, investing in capital improvements, or evaluating an agtech tool.
We’re asking: ‘Does it deliver value today?’ And perhaps more importantly, ‘Does it set us up for a more productive, profitable tomorrow?’