Alternatives – Page 9
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White papers
The democratisation of private assets: how will it work?
Demand for private assets keeps rising, and not just among the traditional institutional investors. We look at how private markets are “democratising”.
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White papers
Multi-asset Allocation Views: “Magical Mystery Tour”
In this Allocation Views, our Franklin Templeton Investment Solutions team believe the prospect of policy rates remaining higher for longer has been a reality check on investor sentiment and helps to reinforce the team’s preference for a moderately cautious view of stocks.
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White papers
A non-bank lender approach to commercial real estate
Our latest private markets newsletter looks at how a non-bank lender can help institutional investors better deliver on their medium- to long-term investment targets and drive attractive relative returns.
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White papers
What’s in Store for European Insurance Investors in 2023?
European insurance investors enter 2023 in healthy shape but face a less-than-stellar macro environment and regulatory change. It will take selectivity and flexibility to tap opportunities.
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White papers
Commodities: From Destocking to Restocking
The micro and macro factors weighing on commodities since last summer are starting to reverse—and secular tailwinds are building.
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White papers
Stewardship navigating a polarised world
With the publication by EOS at Federated Hermes of its 2022 Annual Review of engagement and voting highlights, Leon Kamhi, Head of Responsibility and EOS, reflects on our stewardship activity in 2022, which was carried out within a polarised landscape for active ownership.
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White papers
What does COP15 mean for investors and companies?
The UN’s Biodiversity Conference – also known as COP15 – delivered a new Global Biodiversity Framework that aims to halt and reverse destruction of the natural world. We attended COP15 as part of the Finance for Biodiversity Foundation delegation. Engager Sonya Likhtman outlines our involvement, what was achieved, and the implications for investors.
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White papers
Merger Arbitrage Investing: When Deals Fall Through
Why we believe a recent failed acquisition is a reminder to think twice about systematic approaches to merger arbitrage.
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White papers
Plastic wrap: innovations, private-equity dealflow for circularity
Welcome to the launch issue of Plastic wrap, our bimonthly review of the science, policy and corporate activity pivotal in creating a circular plastics value chain.
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White papers
Green growth, degrowth or a-growth: What’s behind the new models proposed for sustainable economies?
The universe may be expanding but the earth and its resources are finite. This thought taps at the shoulders of investors seeking to run responsible portfolios. We want growth that drives economies and allows companies to flourish, but we are increasingly aware that for growth to be sustainable it must be consistent with planetary boundaries.
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White papers
The Crucial Role of Resources in the Great Energy Transition Debate
It is becoming increasingly clear that to improve the chances of achieving Net Zero by 2050, natural resources companies are a key part of the solution—not the problem.
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White papers
Alternative Investment Themes for 2023: Opportunities For The Nimble
We think the next 12 months are likely to see this cycle’s peaks in inflation, policy tightening, bond yields and market volatility; and troughs in GDP growth, earnings growth and market valuations. But don’t see the pendulum swinging back to the post-2008 “new normal”.
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White papers
Finding the value in tail hedges
In financial markets, events that occur far outside of expectations are often characterised as tail events. They typically increase the level of volatility in the market, and they can happen both on the upside and the downside.
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White papers
Currency hedging policy for institutions
“Investors should focus on currencies as a potential source of return and risk diversification for a portfolio.”
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White papers
Biodiversity : It’s Time to Protect Our Only Home - N°3 Addressing Biodiversity in Mining & Metals, Utilities, Paper & Forest Products
We classify utilities, mining & metals, and paper & forest products as sectors with primarily direct impacts on biodiversity as the majority of their operations happen on owned or directly managed assets.
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White papers
Global Investment Views - February 2023
Markets are shifting focus away from inflation towards growth, with a slightly less disruptive economic picture for Europe and a more optimistic view on China.
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White papers
Carbon credit use is reshaping timberland investments
Carbon markets are entering a period of accelerated evolution that now requires the incorporation of carbon values.
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White papers
New food systems: precision fermentation and cultivated meat
Feeding a growing population in a sustainable manner requires an overhaul of existing food systems. Substituting meat for meat alternatives could help reduce global agricultural land use and associated emissions.
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White papers
Sustainability – What to look for in 2023?
Environmental, social and geopolitical crises made 2022 an eventful year, with much of the focus on energy (security) and extreme weather events. We also saw advances on climate-related spending, biodiversity and sustainable finance regulation. While the wider sustainability field will continue to hold investor attention in 2023, Alex Bernhardt takes a closer look at three areas.
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White papers
Beyond ESG: Government incentives delivering green transition
Governments are deploying a ‘carrot and stick’ approach to manufacturers around the world in an effort to reduce carbon dioxide emissions. This has resulted in renewable electricity becoming more profitable than energy from fossil fuels.