Alternatives – Page 8

  • New-Food-Systems-complementary_LOcom
    White papers

    The rise of new food systems

    2022-07-14T13:28:00Z By Lombard Odier Investment Managers

    We are anticipating the rise of new food systems in the Agriculture, Forestry and Other Land Use (AFOLU) sector. This will enable a major land restoration that allows nature to retrieve its regenerative properties, and will bring new risks and opportunities to investors. 

  • ESG Global Study 2022
    White papers

    ESG Global Study 2022

    2022-07-01T09:35:00Z By Capital Group

    Many investors are contemplating how to integrate environmental, social and governance (ESG) issues into their investing decisions. In this, our second ESG annual study, we surveyed more than 1,100 global professionals, including advisors, consultants and intermediaries. The result is a comprehensive report providing in-depth ESG insights, thoughts on ESG trends and views regarding ESG regulation.

  • How to Build a Top-Performing Private Equity Portfolio in Uncertain Times
    White papers

    How to Build a Top-Performing Private Equity Portfolio in Uncertain Times

    2022-06-30T16:12:00Z By Unigestion

    Unigestion has developed a robust and proven investment strategy that is well-suited to all market scenarios. Our investment process focuses on seven core investment themes which are underpinned by long-term trends and less correlated to economic growth.

  • Low Risk Stocks- an asset in times of stagflation?
    White papers

    Low Risk Stocks: an asset in times of stagflation?

    2022-06-30T16:00:00Z By Unigestion

    With inflation at multi-decade highs in several countries and with no end in sight, stagflation has become a real concern. In an environment of high inflation and low growth prospects, along with restrictive monetary policies, dispersion within the equity market will increase, leading to resilient returns in some area ...

  • Chinese Economy Nearing Inflection Point.joeg
    White papers

    Chinese Economy Nearing Inflection Point

    2022-06-23T11:18:00Z By Unigestion

    The Chinese economy is a cautionary tale for policymakers: early and aggressive restrictions kept the virus contained and allowed the economy to recover strongly and ahead of most others. Outbreaks were contained from March 2020 until the beginning of this year, when the omicron variant sent confirmed cases soaring.

  • Natural Capital- The Next Frontier
    White papers

    Natural Capital: The Next Frontier

    2022-06-15T13:49:00Z By Natixis Investment Managers

    How to invest in private assets to positively impact land, oceans, climate and biodiversity

  • Chinese Economy Nearing Inflection Point.joeg
    White papers

    Transition Phase

    2022-06-07T11:22:00Z By Unigestion

    The month of May ended in such a way, that a casual observer looking at final performance numbers would find it hard to believe just how volatile and uncertain it actually was. The end-of-month recovery contrasted with an earlier correction that sent some markets to year-to-date lows (or highs). 

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    White papers

    An Integrated Approach to ESG and Quality

    2022-06-06T14:12:00Z By State Street Global Advisors

    ESG factors are key considerations in evaluating a company’s quality and sustainable growth prospects. Our Fundamental Growth and Core Equity team incorporates ESG considerations, including climate transition planning and climate risk, into its fundamental analysis of companies via a proprietary Confidence Quotient metric.

  • JPY- Structurally weak, cyclically blessed
    White papers

    JPY: Structurally weak, cyclically blessed

    2022-06-03T21:18:00Z By Amundi Asset Management

    Structural headwinds are strong for the yen, setting a fundamental background for the currency to stay weak. Yet a recessionary environment is a cyclical blessing – peaking growth and rates prove that the JPY is among the cleanest diversifiers – and officials may have lost their appetite for currency devaluation.

  • EOS Stewardship Report 2021
    White papers

    EOS Stewardship Report 2021

    2022-05-28T11:29:00Z By Federated Hermes

    EOS at Federated Hermes publishes Stewardship Report 2021. Monitoring engagement outcomes is crucial, to ensure that our approach is effective and achieving the desired results. This year’s report includes expanded sections on our diversity, equity and inclusion approach, and on how we are responding to market-wide and systemic risks. ...

  • Litmus test for chemical sector decarbonisation
    White papers

    Litmus test for chemical sector decarbonisation

    2022-05-28T11:14:00Z By Federated Hermes

    Chemicals are essential inputs for many industries, with chemical use pervasive and entrenched in the modern world. But like the steel industry, the chemical sector is considered “hard-to-abate”, meaning that the solutions to reduce emissions are either technically challenging, prohibitively expensive, or both.

  • Federated Hermes Stewardship Report 2021
    White papers

    Federated Hermes Stewardship Report 2021

    2022-05-28T10:51:00Z By Federated Hermes

    At Federated Hermes we believe the investment industry can be a powerful force for good, building a fairer, more equitable world for all – and that active ownership and engagement is the best way to achieve this. In this, our second annual Stewardship Report, we provide an update on our efforts towards effective and outcomes-driven stewardship.

  • The Narrow Path to a soft landing
    White papers

    The Narrow Path to a Soft Landing

    2022-05-23T12:43:00Z By Unigestion

    Fed governors have made clear that reining in inflation is their primary goal for monetary policy today. As they have no tools to address the supply side of prices, they can only act on the demand side by raising the cost of money to discourage spending.

  • What does the future hold for secondary private equity investments?
    White papers

    What does the future hold for secondary private equity investments?

    2022-05-04T11:05:00Z By Schroders

    We expect that the comparatively new GP-led secondaries market will see continued strong growth if the difficulties facing broader financial markets persist.

  • Screenshot 2022-11-04 at 15.14.51
    White papers

    Are investors right to look to UK real estate amid rising inflation?

    2022-05-03T15:15:00Z By Schroders Capital (Real Estate - Homepage)

    UK real estate has seen increased interest from investors seeking shelter from rising inflation. We look at the strengths and weaknesses of the strategy and point out what investors should look out for.

  • Discovering Stocks for Your Sustainable Investing Goals
    White papers

    Discovering Stocks for Your Sustainable Investing Goals

    2022-05-02T13:31:00Z By AllianceBernstein

    Sustainability means different things to different people. So how can an investor know whether a sustainable equity fund is truly aligned with their responsibility ethos and investing goals? Start by asking the following three questions.

  • DON’T FIGHT THE FED MEANS HIGHER REAL RATES
    White papers

    Don’t Fight the Fed Means Higher Real Rates

    2022-05-02T09:54:00Z By Unigestion

    Global equities and bond markets declined sharply last month, as some indices reached new yearly lows, while rates jumped in the opposite direction and US and German 2-year yields culminated at yearly highs.

  • Invest in biodiversity to save the planet
    White papers

    Invest in biodiversity to save the planet

    2022-05-01T09:53:00Z By Federated Hermes

    The loss of biodiversity is one of the biggest problems facing humanity. Over the last century, we have seen unprecedented real GDP growth and have made huge progress on many fronts such as benefitting from improvements in mortality rates and technological advances. Unfortunately, in the process we have chosen to ignore nature and have altered 75% of the earth’s surface and 66% of the marine environment1 to satisfy our consumption and energy needs.

  • MiViews Q2 2022
    White papers

    MiViews Q2 2022: Normalisation Delayed or Derailed?

    2022-04-27T11:08:00Z By Unigestion

    Our core scenario for 2022 called for normalisation: economic growth cooling towards potential levels, which combined with easing supply constraints, would allow inflation to cool as well. While the former macro trend has been affirmed, the latter has been, at best, deferred or, at worst, derailed.

  • The Importance of the Long Term for the ESG-conscious Investor