This report examines how long-term structural shifts in the global economy megatrends shape our investment thinking and risk assessment. By analyzing key forces such as technological change, demographics, climate pressures, and shifting economic power, the report provides a framework for understanding their implications for real asset portfolios and long-term capital allocation.

Avocado orchards offer a compelling real asset investment opportunity, combining resilient income generation with long-term capital appreciation. Supported by high barriers to entry, limited supply, and growing global demand, avocado investments deliver attractive risk-adjusted returns, strong downside protection, and diversification benefits comparable to infrastructure and natural resource assets.

It is estimated that the private impact investing market comprises 33 billion dollars in fund money worldwide - a third of which is managed in Switzerland. A recent article for the Plattform für Wirtschaftspolitik highlighted how the Swiss Impact investing ecosystem can rely on unique strengths and favorable external conditions. Nevertheless, impact investing remains a niche compared to the overall market and more collaboration between the public and private sectors are necessary. 

At Asymmetrica Investing we make partnerships and impact ventures a priority and we are keen to collaborate with all the actors to deliver impact investing.

The COVID-19 crisis exposed a growing disconnect between capital markets, corporate income distributions, and the real economy. While equity indices recovered rapidly, dividend payments faced sustained pressure, increasing the risk of income shortfalls for investors. This report examines how avocado orchards as a high-margin, resilient real asset can enhance portfolio diversification and provide a stable, inflation-hedged source of income during periods of economic stress.

Asymmetrica is leading the way with avocados. The problem with avocados starts when producers cultivate avocados in nonsensical places, i.e. when the irrigation process is not based on rainwater or natural moisture in the soil.