The following research paper was selected for presentation in the Due Diligence Forum program at PortfolioConstruction Conference 2008.

Category
Subcategory

Taking Stock (Australian Equities)
Diversified

Due Diligence Forum speaker

Simon Rutherfurd
CIO & Co-lead Portfolio Manager
Northward Capital
brought to you by nabInvest

Due Diligence Forum summary

Shifting global socioeconomic and geopolitical trends are creating opportunities for Australian companies that need to be measured in decades rather than years. They also highlight why Australian investment managers can no longer be content with focusing their research on purely local issues, but also need to take into account a global perspective.

This presentation and underlying research paper look at how the rapid industrialisation of China and India, combined with a number of other factors, have created an unparalleled demand led environment for soft commodities on the back of the need to reverse declining crop yields and lift production rates from a diminishing arable land base.