Alternatives – Page 4
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White papers
Whole Life Decarbonization in Alternative Real Estate Sectors
Real estate investment managers worldwide are grappling with the challenge of decarbonization and the translation of net zero commitments into tangible actions.
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Hot Commodities
We think the asset class stands to benefit from our base scenario, while having the potential to outperform and act as a hedge should tail risks be realized.
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UK Real Estate: Talking Points April 2024
Welcome to our quarterly snapshot of current real estate market trends, using transparent capital and occupational market data points to summarise key implications for asset allocation and performance prospects.
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Applying an insider’s mindset to deliver mass-market change
Combining on-the-ground farming knowledge with investment expertise is what we believe sets agritech strategies apart.
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Regulation set to supercharge push on plastics
Voluntary plastic goals have yielded little meaningful change on plastic production and recycling. But forthcoming regulatory changes will heighten both the risks and opportunities companies – and investors – must navigate.
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Amundi Asia Responsible Investment Views 2024
Asia, led by China, is at the forefront of the global movement towards sustainable development, heavily investing in green technologies. The region accounts for approximately 70% of the $470bn global investment in clean energy technologies necessary to meet the 2030 Net Zero Emission Scenario demands
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Gold: “Things are now in motion that cannot be undone…”
A false sense of security as the economic cycle appears to be returning to ‘normal’. It’s not.
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Cutting to the chase on ESG
In this study we conduct a thorough analysis of the performance metrics associated with the sub-criteria that comprise environmental, social, and governance (ESG) pillars, focusing on equity markets.
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Cash Balances: Is It Time to Make Your Money Move?
Investors moved large amounts of assets into money market funds during 2023.
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Servicing debt from the top of the cash waterfall
The structure of the US$275m senior-secured term loan is illustrative of how the Federated Hermes Trade Finance Strategy can generate competitive yield, while at the same time mitigating risks, and using top-line cash revenue to repay investors.
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The climate-health nexus: risks and opportunities
As investors, we are increasingly considering and assessing the potential impacts of climate change on the economy, financial markets, and our portfolios.
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White papers
Time for the Yen to Blossom?
Strong forces still weigh on Japan’s currency, but its long, cold winter may be coming to an end.
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White papers
Financing the energy transition
Energy security and climate change are driving an unparalleled economic shift in the energy sector worldwide, and reshaping the investment landscape for green energy credit as a result.
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Responsible investing 2.0: Focus on generating sustainable returns
When seeking to invest in ways that advance sustainability goals and deliver attractive risk-adjusted returns, it is important to focus on specific investment themes and monitor how those themes impact performance. Our team’s approach offers investors exposure to sustainability related investment themes that we believe will have an enduring impact on financial and investment performance over time.
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White papers
Measuring energy: Losses and efficiencies with an electric silver lining
The US Energy Information Administration defines energy as follows: “Scientists define energy as the ability to do work. Modern civilization is possible because people have learned how to change energy from one form to another and then use it to do work. People use energy for a variety of things, such as to walk and bicycle, to move cars along roads and boats through water, to cook food on stoves, to make ice in freezers, to light our homes and offices, to manufacture products, and to send astronauts into space.”
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White papers
Nature and biodiversity: The importance of sustainable food systems
Biodiversity is essential to the ongoing survival of life on this planet. We need healthy ecosystems to provide us with air, food, water and more. Our nature and biodiversity insights series covers a range of topics that are central to solving the nature and biodiversity crisis, while highlighting the opportunities for investors to make positive contributions. In part one, Nishita Karad focuses on the importance of a sustainable food system.
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White papers
Direct lending: the power of strategic alliances
In an increasingly competitive direct lending landscape, deal origination is critical to achieving consistent returns across the asset class.
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The disintermediation of lending: Private debt shines bright
In the realm of alternative assets, private debt has emerged as shining star, experiencing a rapid evolution and now basking in what many are calling a golden moment. Amid rising interest rates, private debt has remained remarkably resilient, delivering robust returns, and attracting fervent investor interest. However, some questions are emerging about how resilient private debt will be in future as well as where the best opportunities now lie, particularly as syndicated loan and high-yield bond markets rally.
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White papers
Feast of opportunities: Six future food trends
The global food system is in a multi-decade period of upheaval. Governments, regulators, companies and consumers are rethinking the way food is produced and consumed in an increasingly resource-constrained world. Innovation and disruption are already happening and will, in our view, accelerate in the coming years.
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White papers
How Mega-Forces Will Reshape the Macro Regime and Investing
Three mega-forces seem set to dominate the investment landscape for the next decade or longer, with major implications for the macro regime and portfolio design.