All Alternatives articles
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White papersESG that thinks not just in years, but in decades
Our investment professionals and environmental, social and governance (ESG) specialists take on topics that matter.
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White papersToo risky to cover?
As extreme weather events increase in frequency and severity, insurance losses continue to mount. Some areas exposed to the worst climate risks are now seen as too risky to cover. Michael Yamoah, Navishka Pandit and Judi Tseng assess the implications.
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White papersAn unquenchable thirst
Competition for water is already a flashpoint in certain regions, and this is likely to intensify as the world warms and city populations grow. Joanne Beatty and George Watson explain how we engage with companies about their use of water, particularly in areas of scarcity.
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White papersEngagement has a crucial role to play in the green transition
The transition to net zero cannot be achieved without directly tackling carbon-intensive industries. Investor engagement can provide a vital platform to facilitate change among high emitters.
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White papersMitigating risk with sovereign environmental, social, and governance bonds
Generating compelling investment returns while addressing the issues around climate change can be daunting. How can sovereign bond investors incorporate the growing investment risks? How can they quantify these risks and implement appropriate protections? And what about engaging with sovereign bond issuers?
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White papersThe new nature of business: integrating biodiversity into finance
As the world confronts climate change, the financial sector faces the challenge of preserving biodiversity - an essential factor for fostering a sustainable economy. By integrating biodiversity into decision-making and investment practices, financial institutions can help protect the planet’s natural resources while generating sustainable returns for investors and society. The economy’s dependence on nature makes biodiversity loss a significant risk for companies, especially as regulations tighten.
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White papersThe Challenging Sustainable Investing Landscape
The incorporation of sustainability factors in investment decisions has become increasingly common in the portfolios of institutional investors over the past decade. This has been primarily driven by investors who may be focused on risk management, responding to new regulations, making investments that align with their values, or seeking to enhance long-term performance.
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White papersGreening the grid: data centres address their footprint
The world’s surging adoption of Artificial Intelligence in our daily lives is accelerating the demand for data centres. It is also drawing attention on the sector’s growing demand for energy resources and the impact of greenhouse gas emissions on the wider economy.
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White papersThe power of additionality: Why impact investing should focus on building companies that otherwise wouldn’t exist
As impact investing continues to grow, one of its most essential principles—additionality—is becoming a central topic of conversation. In simple terms, additionality refers to the idea that an investment has a positive societal impact that would not have occurred without the intervention of that capital. While it’s easy to focus on financial returns and measurable impact metrics like carbon reduction or jobs created, additionality raises a more profound question: Are these companies addressing problems that would remain unsolved without their innovation?
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White papersReconciling alpha with sustainability in impact investing
For over a decade, the investment world has undergone a true paradigm shift. Led by ethically minded pension funds, endowments, and a new generation of investors, this shift reflects a growing commitment to investments that support businesses tackling environmental and social challenges.
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White papersBeyond renewables: Investing in the global energy transition
The global push to decarbonise will require investment in a wide range of technologies and infrastructure, bringing a diverse array of potential opportunities for investors.
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PodcastPowering Data Centre Expansion
This episode focuses on the energy use of data centers, methods of renewable energy procurement and accounting of greenhouse gas emissions.
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White papersGreenfield’s Essential Transition Role
Building the next generation of renewables and related enabler technologies will be a key focus for years to come, says Ivor Frischknecht of Sosteneo Infrastructure Partners, part of Generali Investments.
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PodcastCrude Realities: Analyzing the Outlook for Oil and Energy Markets
This episode highlights the outlook of crude oil, exploring supply-demand dynamics, geopolitical risks, and potential impacts from the 2024 U.S. election.
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White papersFinancing Europe’s push for energy security
Federated Hermes was part of a lending consortium involved in a more than US$1bn loan facility signed with a European oil and gas group to finance drilling in Danish waters.
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White papersImpact Opportunities Equity, Annual Report 2023
As the debate over animal testing intensifies, the Impact Opportunities Equity team explain why companies must establish robust governance and risk management frameworks to ensure ethical practices in ongoing testing. In this report, we explore why embracing the transition to alternatives not only addresses ethical concerns but also presents unique opportunities for innovation.
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BlogAssessing Inflation Through Five Commodity Price Themes
Explore recent developments in commodity prices through the lens of five themes.
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White papersThe Rise of AI and ESG
Artificial intelligence (AI) is touching almost every corner of the global economy. But what are the implications for environmental, social and governance (ESG) issues?
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White papersWhat’s your alternative? How institutional investors in EMEA are thinking about Private Alternatives
Private alternative assets are playing a greater role in institutional portfolios, driven by the pursuit of higher returns, diversification, and the increasing private market investment opportunity set. In a report published in March 2024, management consultancy McKinsey estimated that assets under management in global private markets totalled $13.1 trillion as of June 2023, and have grown nearly 20 percent per year since 2018.
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White papersIce cream for dogs: Why energy demand just cannot stop growing
Granular energy transition models all contain a tension between better energy efficiency due to technological progress, and the emergence of new energy use-cases. We look at examples of this dynamic in practice, and consider how it may impact energy demand in the coming decades.
