Alternatives
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White papers
The Golden Age of Customized AI Chips
As demand for training large-scale AI models shifts to delivering more precise inferencing capabilities, the race to build application-specific chips is heating up.
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White papers
Agritech in 2025: Positioned for growth
The US market led last year’s resurgence in agritech investment and momentum looks on track for more of the same in 2025. As agriculture shifts from a peripheral consideration to the central lens of climate adaptation, we expect to see ongoing expansion in agrochemical development, the role of AI becoming more precise, and impact-focused VCs stepping up on climate change.
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White papers
Seeking Perspective On DeepSeek
A Chinese AI start-up claimed its large-language model needs far less computing power than established models. What’s it all mean for chipmakers and the broader economy?
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White papers
How has DeepSeek disrupted the AI landscape?
The launch of Chinese start-up DeepSeek’s artificial intelligence model triggered a rout in US technology shares as we entered the final week of January. Nvidia, the chipmaker that has been at the centre of the AI boom in the past couple of years, saw its share price drop around 17%, wiping out approximately US$600 billion in market cap value. Jeffrey Lin, Head of Thematic Technology Equities, and Johnny Hughes, Investment Director, analyse the potential implications of DeepSeek’s achievement for investors and the development of AI, and explore the long-term opportunities from this emerging technology.
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White papers
H1 2025 Alternative credit insights: Sourcing new pathways
Alternative credit is not a new phenomenon, however, up until the 2008 Global Financial Crisis (GFC), it was largely overlooked by investors. The crash was a catalyst for the market. Banks froze traditional lending options and limited those capabilities due to tighter regulations shortly after. Borrowers had to look elsewhere for financing, opening up the world of alternative credit.
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White papers
Why engaging with companies on biodiversity matters more than ever
Human life and economic prosperity are dependent on the benefits provided by nature. Biodiversity loss puts the ecosystems upon which societies depend, as well as the global economy, at risk. Biodiversity loss also exacerbates global warming, meaning that preserving nature and biodiversity is a must for investors aiming to address climate change as the two threats are inextricably linked.
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White papers
Hedge Fund Outlook H1 2025
HF to lure more interest after a strong 2024 vintage for alpha
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White papers
Decarbonising buildings lags amid discrepancy between SFDR and EU Taxonomy
Decarbonising buildings plays a critical role in achieving the EU’s goal of climate neutrality by 2050. Hence, the EU’s ambition to have the region’s building stock fully decarbonised by mid-century and reduce the sector’s greenhouse gas emissions by at least 60% by 2030. However, the absence of unified regulatory standards is restraining the potential for investors to get involved, writes Nicolas Toupin.
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White papers
Why invest in trade finance?
The demand for trade finance continues to increase, despite a global shortage of financing to facilitate the deals. As we outline in this paper, this shortfall has created an array of potentially high-yielding investment opportunities for providers with the right resources, analytical teams and banking connections.
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White papers
Investor demand for biodiversity strategies steps up a gear
Biodiversity is increasingly becoming a key theme for investors, alongside wider climate and net zero considerations. The interaction between climate change and biodiversity – known as the climate/biodiversity nexus – is becoming a prominent topic of discussion, while continued growth in the number of dedicated biodiversity-related strategies in the market is also driving interest.
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White papers
The ‘why and how’ of integrating biodiversity into fixed income strategies
One of the fundamental features of biodiversity is that it reaches into every part of our lives – and that means the impacts of biodiversity loss are also felt across investment strategies. Looking specifically at fixed income, we see important reasons why investors should integrate biodiversity into their decision making.
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White papers
How can investors assess and measure a company’s impact on biodiversity?
Biodiversity loss is an existential threat to both people and the planet. However, we believe listed assets investment strategies can help deliver significant positive impacts and help stem the deterioration of the world’s fragile ecosystems.
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White papers
Why should investors care about biodiversity?
Biodiversity is the variability of all living organisms from all sources, spanning all ecosystems across land and sea. It encompasses the characteristics of living systems and includes everything from the diversity within a species to the diversity between species, and of the ecosystems in which they live.
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White papers
A balancing act – Investing in sustainable forestry while safeguarding biodiversity
While the idea of natural capital and nature-based solutions is spreading amongst the investment community, the initial focus has been on a forest’s ability to sequester and store carbon. However, few investors know what sustainable forest management seeks to achieve, and why it can indeed be one of the answers to safeguarding biodiversity.
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White papers
The Potential Power Of AI Agents
Unlike traditional bots, these virtual helpers can learn, adapt and manage tasks dynamically—putting us on the cusp of true AI proliferation.
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White papers
Private Credit Outlook: Expanding the Universe
The journey from niche asset to core allocation looks set to continue.
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White papers
The Road Ahead: 2025 North America Insurance Outlook
Key themes we see emerging for insurance investors in 2025 involve duration positioning, managing credit exposure, exploring relative-value opportunities, tapping the potential of private markets, and portfolio-liquidity and cash-management considerations.
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White papers
SDG Engagement Equity, Q4 2024 case study
Ansell is domiciled and listed in Australia but is a genuinely global producer of personal protective equipment (PPE) for workers within healthcare and industrial settings.
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White papers
Finding opportunity on the horizon
Will deal activity return to more typical levels and what is the value proposition for middle market direct lending in 2025?
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White papers
Private markets poised to benefit from new strategic landscape
Asset managers are facing growing demand from institutional investors to develop sophisticated private market strategies that balance high long-term risk-adjusted target returns, added diversification benefits, and fundamental value creation.