Q+A WITH ROBERT POOLE AND ANDREW COLLIVER

Robert and Andrew sat down recently to discuss the current state of sustainability in the food and fibre sector.

‘THE UNFILTERED TRUTH - BREWING COST CRISIS’

Let’s talk coffee. Not the kind brewed quietly in your kitchen, but the kind that fuels café culture, barista banter, and the everyday Aussie ritual. The cost of your morning cup has crept higher—painfully so. What was once a $4 flat white in pre-COVID days has edged closer to $6 or $7, and forecasts warn of $10+ cups on the horizon.

MARKETS ARE NEVER BORING!

There doesn’t seem to be a day go by where we are not reading about a new major global or political event that gives us pause for thought. While we are not a macro investor, we do run a range of scenarios to stress test the credit worthiness of our borrowers…

PRIVATE DEBT – GAINING PROMINENCE IN AUSTRALIA

The long-term outperformance of private markets over public markets has seen a broad range of investors in Australia increasing their allocation to private and alternative assets as part of their active investment management.

MANAGING SEVERE WEATHER EVENTS AND CYCLICALITY IN AGRICULTRUAL ENTERPRISES

Australian farmers face a wide range of risks but are particularly exposed to variability in climate and commodity prices. There does not seem to be a year that passes where at least one region of Australia is not in drought, threatened by fire or flood.