Alternatives – Page 7
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White papersAXA IM Stewardship Report 2022
Against a tumultuous backdrop that has seen misgivings emerge about the case for environmental, social and governance (ESG) investing in certain parts of the world, we believe it is now more important than ever to positively influence company behaviour through effective and robust stewardship.
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White papersWhy is agriculture such an important focus for the sustainability transition?
Agriculture intersects with several UN Sustainable Development Goals, in particular zero hunger, life on land and life below water, good health and responsible production. Around the world, more than 70% of freshwater supplies is used for agriculture and, according to the Intergovernmental Panel on Climate Change, the industry generates 22% of global greenhouse gas emissions. Without action, capping global warming at 1.5°C will be impossible and biodiversity loss will continue.
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White papersHistory Doesn’t Repeat, but It Often Rhymes
Diversification is often key to navigating down markets, but focusing on the mix of stocks and bonds may not be enough.
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White papersWhy investing in biodiversity means looking at the solutions, not just the problems
Over half the value of the global economy – some $44trn – is potentially threatened to some extent by the loss of nature, according to the World Economic Forum. However, there is a significant shortfall in the value of current investments targeted at protecting the Earth’s biodiversity.
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White papersWhy, and how, investors should integrate biodiversity into fixed income portfolios
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 felt across investment portfolios too. In our view there isn’t an asset class or sector that would not benefit from a close consideration of how those effects might change outcomes or affect financial returns.
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White papersSovereign Fixed Income: An Update on Our ESG Scores
A declining working age population has contributed to various problems for certain countries as well as impacting their ability to deal with them. Templeton Global Macro take a closer look and highlight five country case studies.
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White papersShifting the natural cost curve: The role of investors in protecting biodiversity
The damage caused by climate change to the planet, society and economic activity is becoming increasingly obvious every year. Floods and droughts, extreme temperatures and destructive storms all bring with them tangible impacts on people’s lives and livelihoods.
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White papersBiodiversity Q&A: Understanding a powerful new investment theme
As biodiversity becomes an increasingly important part of the global agenda – and of investment strategies – we tackle 10 of the most fundamental questions around the topic: What is biodiversity, why does it matter, and how might it affect investment decisions?
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White papersDividend Investing: Broader Is Better for Multi-Asset Strategies
Investing in dividend-paying stocks has proved to be a helpful strategy, outperforming global markets over the long term. But their returns can fluctuate, with outcomes influenced heavily by market conditions and stages of the business cycle.
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White papersAbsolute Return Bonds? Absolutely.
Long-only bond investors were hit hard in 2022. Yields soared as central banks worldwide reacted – at different paces – to a spike in inflation led by energy prices.
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White papersEuro clearing – a balancing act
For the European Pension Fund community, 2023 brings about important changes as the European Commission sets out its position on the future of euro derivatives clearing activity within the EU, and the PSA mandatory clearing exemption comes to an end in June.
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White papersHow Private Assets Can Empower the Energy Transition
Creating a world powered by green energy may be the most capital-intensive undertaking in our lifetime. For investors who want to get close to the action, private investment offers a direct route to participate in projects that are redefining our environmental future and offer solid long-term return potential.
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White papersThe 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 papersMulti-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 papersA 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 papersWhat’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 papersCommodities: 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 papersStewardship 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 papersWhat 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 papersMerger 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.
