Beneficial nonlinearities – impact on business and society 18 September 2017 Commentary The thoughts in this September commentary were stimulated by research into what has been driving large economic gains created by the “platform economy”. Keep Reading
The rise of “national capitalism” in the US 5 January 2017 Commentary In his January commentary, Forbes Elworthy shares his thoughts on the world post Trump and Brexit, and a new nationalistic policy movement. Keep Reading
Volatility can be good! 24 October 2016 Commentary As two long years of capacity-driven deflation in Craigmore’s produce markets begins to cycle into price rises, this Commentary reviews the high volatility which has enabled our sector’s capacity to rebalance. Keep Reading
Investing in a policy innovation world 19 May 2016 Commentary In his May commentary, Forbes Elworthy takes a look at current shifts in economic policy and how this may affect investment decisions. Keep Reading
How is an investor to survive “post QE”? 12 May 2015 Commentary In the second commentary exploring quantitative easing, Forbes Elworthy looks at capacity risks of investments. Keep Reading
QE is causing capacity-driven deflation 29 April 2015 Commentary In the first of two commentaries, Forbes Elworthy explores how quantitative easing, which many of us thought would lead to inflation, is instead leading to deflation as a result of over-investment in capacity. Keep Reading
Deflation and its consequences 2 March 2015 Commentary In his March commentary, Forbes Elworthy undertakes an analysis of the next global crisis. Keep Reading
Volatility to explain high historical farmland returns 25 September 2014 Commentary In his September commentary, Forbes Elworthy reviews historic farmland returns and shows that, contrary to its reputation as a low return industry, farmland returns have out-performed equities. Keep Reading
Ten lessons for a financial farmer 27 March 2014 Commentary Forbes Elworthy reviews the 10 years since his return to the family industry and outlines the 10 lessons he's learnt as a financial farmer. Keep Reading
Solving food security with no new land 13 February 2014 Commentary Addressing the challenge of no 'new' land through sustainable intensification. In this commentary, Nick Tapp asks "can we continue to feed the world?". Keep Reading
Dairy as a derivative of grain 17 December 2013 Commentary In his December commentary Forbes Elworthy explores dairy market returns as a derivative of grain markets. Keep Reading
Risk management of climatic volatility 5 December 2013 Commentary This commentary outlines a risk assessment approach for climatically exposed sectors like farmland, water, ski-tourism, insurance and travel. Keep Reading
