Retail and institutional investors are starting to consider farmland not just for superior Sharpe ratios but also as a form of portfolio inflation and even stagflation insurance.

Farmland has historically proven to be uncorrelated to economic cycles, experiences substantially less volatility compared with broad market indexes and traditional asset classes, and has exhibited value durability over time.

This isn’t the first time Rogers has warned about a giant bear market.

Is farmland the last great untapped asset class? Farmland currently represents an almost $9 trillion market globally with historically high returns and low volatility.

While farmland has long been considered a safe-haven investment, the Covid-19 pandemic and a general trend towards environmental, social, and governance.

One often overlooked real estate segment has held its ground in the broader market retreat that began in February, and its resilience may help lift its status in the eyes of investors and portfolio managers.

Imagine it’s the year 2000 and there are two investors, with $1 million each. One investor buys $1 million worth of gold and the other purchases $1 million worth of Saskatchewan farmland. 2020, who is better off?