In this episode of Alternative Realities, we explore the world of timber as an alternative investment asset class. Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, is joined by Angela Davis, President of Campbell Global, a subsidiary of J.P. Morgan Asset Management, to explore the unique benefits and opportunities timber offers to investors.
The discussion covers the perpetual lifecycle of timber forestry, the global footprint of Campbell Global’s forest management and the sustainable nature of timber as a climate-friendly product. The conversation also touches on the impact of tariffs, environmental regulations and the growing demand for sustainable building products.
Join us as we uncover the potential of timber in providing diversification and protection during periods of market volatility and learn about the exciting developments in carbon offsets and their significance in the timber industry.
Timestamps:
(00:00) Introduction
(01:04) Angela’s role at Campbell Global
(01:40) Benefits of timber as an asset class
(05:03) Locations and types of forests managed by Campbell Global
(08:03) ESG considerations and market demand for timber
(09:42) Impact of environmental regulations and tariffs
(12:50) Managing forest fires and climatic risks
(17:03) Future of the timber industry
For more resources on alternatives, visit our:
Guide to Alternatives: https://bit.ly/3Mz3KWX
Principles of Alternatives Investing: https://bit.ly/3B5PjHA
and Alternatives 2025 Outlook: https://bit.ly/41HcB14
Listen to the audio version of the Alternative Realities podcast:
Apple Podcasts: https://bit.ly/3XgLJS3
Spotify: https://bit.ly/47giLGI
Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly:
Apple Podcasts: https://bit.ly/3yWIyqV
Spotify: https://bit.ly/4hvYPn4
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