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So far Rachel Kelly has created 105 blog entries.

What to Know About New Canadian Tariffs: A Brief for U.S. Timberland Investors

On Tuesday, March 4, 2025, the Trump Administration imposed 25% tariffs on imports from Mexico and Canada. Given that one-quarter of all the softwood lumber consumed in the United States comes from Canada, U.S. timberland investors are naturally interested in how this could impact their assets.

2025-05-14T19:17:09+01:00Mar 5, 2025|Commentary|

Inflation Risks and Timberland Investments

Chung-Hong Fu: Managing Director Economic Research and AnalysisDOWNLOAD (7MB PDF)The last time annual inflation exceeded 6% was during the Carter administration (1977-1981). It is easy to understand why for some investors, inflation hedging assets have not been top of mind. Over the years, timberland has attracted attention because of its long-term competitive returns, its low [...]

2025-02-10T15:15:35+00:00Feb 7, 2025|Research Library|

Thinking Outside the House: How In-Shoring and Infrastructure Spending Can Benefit Timberland Investments

Chung-Hong Fu: Managing Director Economic Research and Analysis DOWNLOAD (7MB PDF) While housing—specifically housing starts and the repair and remodeling sectors—has traditionally driven timber demand, other industries such as infrastructure development, domestic manufacturing, and wood-based commercial construction are expected to play an increasingly prominent role. In “Thinking Outside the House: How In-Shoring and Infrastructure [...]

2024-12-18T21:30:19+00:00Dec 18, 2024|Research Library|
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