Free white paper · London post-event edition
GAI Europe 2026 Insights Report
Discover the themes, investment signals and practical takeaways shaping global agriculture and natural capital, revealed in the sessions at Global AgInvesting Europe 2026 at Rosewood London.
- Five investment signals that recurred across the program
- Key takeaways from the opening keynote and nine panel sessions
- Sponsor and partner perspectives on timber, farmland and regenerative ag
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31 pages · PDF · Free
A note to readers
What emerged in London
Across the 2026 Global AgInvesting Europe sessions, one message recurred: agriculture and natural capital investment now require closer attention to resilience, operating execution and the structure of risk.
Volatile financing conditions, physical climate exposure, shifting demand and emerging revenue streams are reshaping the underwriting conversation. This report captures what investors, asset managers, development finance leaders and operators said about where capital goes next.
Five signals from the sessions
Resilience
A key test of long-term performance, alongside operational efficiency.
Nature risk
Water, biodiversity and soil health increasingly belong in capital allocation.
Patient capital
Long investment horizons and credible local execution matter.
Revenue diversity
Carbon, ecosystem services and alternative land uses can complement production.
Proof of adoption
Technology needs commercial value and dependable on-farm outcomes.
From the stage
Figures presented at GAI Europe 2026
Rise in fertilizer costs cited in the opening keynote on the global agriculture outlook
Share of the world's population living in a water-stressed country, as heard on the geopolitics panel
Value one panelist said can be preserved for every euro invested in resilience
US farmland allocation shown in portfolio modeling to improve risk-adjusted returns
Figures are as presented by speakers; see full report for context and sources.
Inside the report
Session-by-session takeaways
Each chapter distills the central arguments, data points and debates from the program, with speakers listed for every session.
Download the report- Opening keynote
Global agriculture outlook from a European perspective - Geopolitical fracture lines
How trade reconfigurations are redrawing the ag investment map - Row crops at a crossroads
Repricing risk, returns and the next opportunity - Natural capital
Institutional portfolio integration - Carbon & biodiversity
Challenges & opportunities - Regenerative agriculture
Risk mitigation and yield - ESG investors
The ag sector’s evolving expectations - Emerging markets
Where are the next opportunities - Field to fork
Investable value chain links - Technology
Innovations in ag investments - Timber investments
Option value in a changing market - Evaluating US farmland
Portfolio strategies
Featuring insights from
Investors, managers and institutions across the sector
APG Asset Management · Astanor · Belltown Farms · British International Investment · Ceres Partners · EBRD · FMO · Gresham House · IFAD · International Grains Council · Materra Systemic Labs · Peoples Company · PenAgri Group · Solum Partners · StepStone · The Andersons Centre · The Lyme Timber Company · Vasant Capital · World Pensions Council · WWF
Institutional allocators
Pension funds, insurers and endowments weighing farmland, forestry and natural capital
Fund managers & GPs
Teams underwriting resilience, tenant alignment and new revenue streams
Family offices & advisors
Investors looking for patient-capital opportunities and practical entry points
Invest in what comes next.
Continue the conversation at GAI World Summit, 5–7 April 2027 at the New York Hilton Midtown.
With thanks to our sponsors and partners
Growth Farms Australia · Peoples Company · International Ag Alliance · Belltown Farms · The Lyme Timber Company · Ceres Partners