All Alternatives articles
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WebinarWebinar replay - Sustainability in the age of Trump: Expert insights for investors
Chris Iggo (Chair of the AXA IM Investment Institute and CIO of AXA IM Core) Jane Wadia (Head of Sustainability, Core Products & Clients, AXA IM Core), Jamison Friedland (Senior Sustainability Analyst, AXA IM Core).
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White papersAdapting to shifts in a dynamic market
Private credit: Investment opportunities and US consumer credit
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White papersHow private and public markets can steward solutions to societal changes
Many of the challenges of our time, such as climate change, energy security, and economic inequality, are deeply interconnected. We believe that their solutions are as well. The global climate transition is not solely a technological or political issue; it’s also a capital challenge. Investment decisions made today, across both private and public markets, can set the tone for how we shape our energy systems, infrastructure, and economies for decades to come.
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White papersSeven trends to watch in 2025
The key trends in science, technology and sustainability over the next 12 months – and beyond.
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White papersUnified Global Alternatives – Hedge Fund Bulletin – April
Risk assets were broadly mixed in April as the month featured elevated volatility driven by uncertain tariff policies from the US administration. Although US policy regarding tariffs remained fluid, the pause in implementation announced post “Liberation Day” and solid corporate earnings helped stabilize markets after a sharp corrective tone at the beginning of the month.
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White papersIt’s Electric: Is there a role for Lead and Zinc in the new energy economy?
Electricity demand has played an important role in driving trends in overall primary energy consumption, despite often playing second-fiddle to demand from the transportation sector. Similarly, electrification is generally viewed as a structural tailwind for “green” metals like copper, lithium and nickel, leaving other industrial metals like zinc and lead “out in the cold.” It might be time to re-think these assumptions!
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White papersAlternative portfolio: The Red Thread – Private Markets – Edition May 2025
For decades, the 60:40 portfolio – 60% equities and 40% bonds – was the cornerstone of most investors. Yet, the traditional model is facing significant headwinds. Changing macroeconomic conditions, inflation uncertainty, and shifting equity-bond correlations have all questioned the reliability of this approach. In this context, alternative investments are gaining attention as an appealing complement to traditional strategies.
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White papersSustainability in the age of Trump: Why investors should focus on reality, not rhetoric
Global temperatures continue to rise, extreme weather events are becoming ever-more frequent, the environment continues to be degraded – and yet the narrative has altered.
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White papersWhat would it take to see a sustained weakness in the dollar?
About a month after “Liberation Day,” the US dollar has shown signs of stabilisation, though it continues to soften against most developed and emerging markets currencies.
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White papersVictory in the face of volatility
Roundtable with Thomas Roche-Toussaint and other industry experts on secondaries with Private Equity International
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White papersESG Thema #20 - Blue Economy: Ready, Set, Sail!
It is hard to imagine that something covering 71% of the earth’s surface is often on the back burner of ESG materiality and management. However, this is the case when it comes to ocean protection.
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White papersKeynote Q&A: Moving to a more holistic future for energy
In Infrastructure Investor’s May 2025 Energy Transition report, Joost Bergsma, global head of clean energy for Nuveen Infrastructure, discusses why investors are continuing to show interest in renewables, even as certain economies and technologies encounter turbulence and power price risk. GPs may be needed more than ever to steer investors through market volatility, but the sector remains robust, he explains.
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White papersWhen will alternative fuels take off?
Biofuels, hydrogen, and sustainable aviation fuel have been mooted as potential low-carbon alternatives to fossil fuels. While they increasingly feature in company transition plans and government policies as an attractive opportunity, there are drawbacks that must be addressed. Will Farrell and Michael Yamoah identify the key issues.
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White papersThe greenback is singing the blues
But the US dollar’s recent decline isn’t a sign it will relinquish its status as the reserve currency.
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White papersDigital disruption reshapes financial inclusion
About a quarter of the world’s adults lack access to affordable, quality financial services - but digital disruption is helping bring them into the formal financial system. Financial inclusion allows individuals to save and invest, while also supporting entrepreneurship and business growth. And for investors, these developments are opening the door to varied investment opportunities among banks and nontraditional financial services firms.
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White papersPrivate Assets likely to stay resilient during market turmoil
Market weakness started in late February, primarily driven by a valuation correction in the US tech sector and a de-concentration of most crowded stocks. This was amplified by declining sentiment amongst households, corporations, and investors.
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White papersWill AI doctors disrupt drug commercialization?
AI and large language models are set to revolutionize drug commercialization, transforming traditional marketing and healthcare practices.
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White papersEurope: The Next Frontier in Asset-Based Finance
Banks in Europe—much like those in the US—are stepping away from many types of lending. Driven in part by stricter regulatory requirements, the retreat is expanding the opportunity set in private asset-based finance, a $6.3 trillion-and-growing market that provides much of the financing for the real economy.
