Please find a cross section of Veripath research articles below. If you don’t find what you are looking for do not hesitate to reach out to our research team.
Farmland and inflation
Farmland has demonstrated an ability to generate positive real returns in inflationary and also stagflationary environments.
Benefits of farmland
Farmland provides competitive returns with low volatility, can improve portfolio Sharpe ratios, is an effective inflation hedge and is a useful diversifier.
Farmland Omega ratios
The Omega ratio uses both risk and return to determine the probability weighted ratio of gains over losses.
Farmland Sortino ratios
Sortino ratio analysis does not penalize farmland for its strong tendency to upside deviations which are beneficial for investors.
Farmland supply trends
Supply trends are important to investors at both the acquisition and disposition stage as such trends can factor into land pricing.
Portfolio construction
For portfolio represented by equity/bond holdings of 60/40 weighting, farmland can enhance aggregate financial performance.
Factor optimized portfolio
Based on a matrix of return factors a non-acre based portfolio of row crop farmland can be constructed.
Cubic mile of oil
An analysis of estimated future global energy demand reveals the magnitude of the challenge to continue to grow supply.
Farmland demand drivers
Global demand for farmland is driven by population trends, improving diets and water deficits.
Farmland supply drivers
Global farmland supply is affected by climate changes, water scarcity, land degradation and urban development.
Farmland and real rates
Real rates have had a material effect on the behavior of Canadian farmland over the last 40-years.
Farmland and water
Water supply issues will continue to put demands on the world agriculture commodity markets.
Farmland and ESG
Sustainable agriculture is an area where Canada truly leads to reduce GHGs and help feed the planet.
Carbon and Returns
Canadian zero-till farmland portfolios - sequestering carbon and generating long-term stable returns.
Farmland Sharpe Ratios
Canadian row-crop farmland, particularly in AB, SK, MB and ON has demonstrated high Sharpe ratios over multiple time series.
Canadian Farmland - Provincial Factsheets
Province by province - arable acres, land maps, ownership regulations, Sharpe ratios etc.
Geometric Mean Return - S&P Plus Farmland
Assets described as cost effective safe havens enhance the GM return of a portfolio.