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