Thought Pieces

Stewards of Nature: The Women Protecting Peru’s Huarango Forest

30 June 2026

Often referred to as the “tree of life of the desert”, the Huarango, a native tree to Peru, now only covers an area 1%-5% of its historical size. In Peru’s Ica region, women leaders at Chapi and Agrolatina are helping restore native Huarango forest, strengthening biodiversity, water resilience and climate adaptation in one of the world’s driest agricultural landscapes. In her latest article #Melissa Paris St-Amour explores how their practical, partnership-led conservation work can move landscapes from degradation toward regeneration — while supporting communities, livelihoods and long-term value creation.

The Resurgence of Mission-Critical Infrastructure and Real Assets 

25 June 2026

The infrastructure that underpins modern economies is changing in both importance and perception. As demand for digital connectivity, secure energy and resilient food systems accelerates, mission-critical infrastructure is moving back to the centre of the investment conversation. In this latest thought piece by James Macleod, we look at why the term matters, what distinguishes these assets, and why mobilising long-term capital into the sectors that underpin modern society has become an urgent priority.

Not all private credit is equal: why the stress headlines miss the point

4 June 2026

Much of the current anxiety around private credit rests on a category error. In this latest article, Haig Bezian, Managing Director in Cordiant’s Infrastructure Credit investment practice, explores why the pressures currently surfacing in US corporate direct lending should not be conflated with infrastructure credit. From underwriting models and origination dynamics to asset security and structural protections, the differences matter.

From Food Security to System Control: Borderless Agricultural Platforms as Natural Capital Infrastructure

2 April 2026

As agriculture evolves into coordinated, system-based operations, the dynamics of food security are adapting, moving from a stockpiling orientation to active system participation, that prioritises reliability and availability. In the final article of the series, Mark Bennett and Bruno Riccomini examine how long-duration sovereign and institutional capital are aligning with and driving the future of food security through integrated agricultural platforms that build resilient, continuous supply networks for global needs.

Designing 52-Week Supply: Geographic Redundancy & End-to-End Systems in Perishable Permanent Crops

30 March 2026

Cold-chain infrastructure and the ability enabled by it to harness geographic redundancy, is establishing a new global system of perishable permanent crop supply. A system that is based on an integrated agricultural network, that can deliver the same crop at consistent quality 52 weeks of the year.

In the second article of Cordiant’s series on food supply evolution Mark Bennett and Bruno Sun examine how the nature of supply is shifting from seasonal, periodic output to managed, year-round delivery, and the role private capital is playing.

Agriculture as Infrastructure: A Structural Shift in Global Food Systems 

24 March 2026

Historically, global trade has been shaped by critical infrastructure, enabling the movement of goods efficiently from source to destination. However, for perishable food goods, an enabling layer of infrastructure – temperature-controlled supply chains – is increasingly the determining factor for trade routes. This cold-chain infrastructure isn’t just supporting trade; it’s quietly defining its structure and economics. As this infrastructure is deployed, markets are less constrained by geography and are able access to reliable, high-quality fresh foods. In the first of a series of articles examining the permanent crop sector, Mark Bennett and Cedric Garnier-Landurie discuss how sovereign and institutional investment into cold-chain infrastructure, recognising this long-term shift, is reshaping global food trade.

Middle East Conflict and Food Inflation Through the Fertilizer Channel: Financial Risk Management Considerations

20 March 2026

Global trade is dependent on maritime shipping, which in turn is reliant on the functioning of several notable high-traffic chokepoints around the globe, including the Strait of Hormuz. The ongoing conflict in the Middle East and the effective closing of the Strait of Hormuz has sent shockwaves through global trade, notably oil, but it has also exposed critical vulnerabilities in fertilizer supply chains. Thiago Gil examines how this and similar supply interruptions — especially in urea — can cascade into food price inflation, and why adaptive financial architecture is now essential for resilience.

Maintaining Mandate Discipline in Digital Infrastructure: Lessons from the UK and Germany

27 February 2026

Over the past decade, digital infrastructure has been flooded with capital, and in some cases the line between “core” and higher-risk assets has blurred. In his new article, Cordiant’s Conrad Swanston looks back at how this dynamic played out in last-mile fibre across the UK and Germany, revealing the importance of capital discipline, mandate clarity, and precise risk assessment in achieving resilient outcomes.

Takeaways from the world governments summit: Food security should be treated as an infrastructure challenge

24 February 2026

Our CEO Cedric Garnier-Landurie reflects on discussions at the World Government Summit, spotlighting the need to treat the food security as a critical infrastructure challenge.

ESG in Capital Allocation: A Test of Resilience

9 February 2026

In the ESG investment space, a growing disconnect between sustainability ambition, policy support, and investment reality has emerged. As political headwinds intensify, the question should no longer be whether ESG matters, but how it can stabilise, mature, and refocus on where it most clearly strengthens investment resilience and genuine value creation. In her article, Cordiant’s Melissa Paris St-Amour explores this theme as ESG enters its latest stage of development.