All Alternatives articles
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White papersStrategy Outlook: Unified Global Alternatives - Hedge Funds Fourth Quarter 2026
As we enter Q4, AI continues to drive economic growth, market leadership and political debate. While productivity gains from AI are widely anticipated, their scale and timing remain difficult to quantify. The near-term impact on labor appears broadly positive for now, with skilled engineers and IT developers in high demand as companies build infrastructure and integrate AI into their operations.
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White papersInvesting, reimagined: Rethinking the building blocks of a portfolio
At UBS’s Unified Global Alternatives (UGA), we cater to growing client demand for multi-alternative solutions. So what are these solutions, and why are they becoming increasingly prominent in client portfolios?
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White papersInvesting, reimagined
At UBS’s Unified Global Alternatives (UGA), we cater to growing client demand for multi-alternative solutions. So what are these solutions, and why are they becoming increasingly prominent in client portfolios?
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Asset Manager NewsCoöperatie VGZ commits €25 Million to Van Lanschot Kempen’s SDG Farmland Fund
Coöperatie VGZ has made an initial commitment of €25 million to Van Lanschot Kempen Investment Management’s Farmland Fund. With this investment, VGZ has chosen a globally diversified farmland strategy that combines regenerative agriculture with portfolio diversification and long-term value creation. The commitment represents VGZ’s inaugural investment into regenerative agriculture as part of its mission to promote biodiversity and healthy food.
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White papersMike Freno on Barings’ Approach to Growth
Chairman, President & CEO Mike Freno Mike Freno spoke with IPE about Barings’ approach to long-term growth and the evolving opportunity across private markets.
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White papersThe New Era of Income Investing
How to design income portfolios beyond traditional stocks and bonds.
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White papersUnlocking AI’s Advantages in Investing: How Asset Managers Can Create Lasting Benefits for Clients
AI is becoming ubiquitous in asset management, but adoption alone won’t create an edge. Lasting value will come from a clear strategy that connects AI tools with proprietary data, disciplined workflows, human judgment and strong governance. Firms that use AI to strengthen research, sharpen decision-making and build more capable investors will be best placed to turn the technology’s promise into better insights and portfolio outcomes for clients.
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White papersVirtual realities: AI’s collision with the physical, the finite and the human
For years, AI has been imagined as something ethereal – a virtual service summoned invisibly from ‘the cloud’. But behind every prompt sits a fast-growing base of physical elements. Olivia Muir offers a reality check by exploring the environmental, human and governance consequences of AI, as well as some investment implications.
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White papersOption writing for income: From a single strategy to a comprehensive toolkit
Option writing has become an increasingly important strategy for investors seeking income when traditional sources of yield are insufficient or offer limited potential for capital growth. By selling options, investors receive an upfront premium in exchange for accepting defined trade-offs: call overwriting limits some of an equity portfolio’s upside participation, while put writing introduces additional downside market exposure.
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White papersAI’s climate challenges and the potential opportunities
Artificial intelligence has rapidly become the emblem of technological progress, promising breakthroughs across industries from energy optimisation to climate risk prediction.
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White papersUnified Global Alternatives – Hedge Fund Bulletin
Risk assets generated mostly positive performance in August. After an uneven July, markets rallied to start the period boosted by forecasts of a reduced likelihood of a September rate hike from the US Federal Reserve which boosted the broader equity market. Market momentum stalled during the second half of the month in the wake of renewed hostilities in the Middle East as well as rising rate hike odds in the wake of Jackson Hole comments from Fed Chairman Warsh.
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PodcastInvesting in environmental solutions: Navigating a new era of resource scarcity
The global transition toward sustainability is facing a complex landscape. Geopolitical tensions and the AI revolution are redefining investment priorities. From the surge in energy demand driven by data centres to the urgent need for water security and food resilience, the environmental asset class is evolving rapidly.
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White papersMarkets look past the noise
The investment environment in 2026 continues to be shaped by geopolitical uncertainty, evolving inflation dynamics and the accelerating impact of artificial intelligence (AI). Renewed tensions in the Middle East have reintroduced inflation risks through higher energy prices, while AI-related spending is creating upward pressure on inflation in some sectors. As a result, central banks are expected to maintain restrictive policy settings for longer than previously anticipated.
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White papersMusic Royalties Explained: From Niche Market Segment to Institutional Asset Class
Scarce capital and specialized expertise are forging opportunity in an emerging segment of the private credit market.
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White papersCutting through the noise: Why lower and core middle market direct lending still delivers value in clients’ portfolios.
A long-form perspective from Principal Alternative Credit on what investors should be watching—and what the headlines are missing—in today’s private credit market.
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White papersStaying agile: Managing change and shocks is now business as usual for insurers
We live in a complex, uncertain and fast-changing world, where organisations need to adapt to thrive – and this is especially true for insurance companies, whatever their market or business line. Insurers manage balance sheets and asset portfolios in complex, and multidimensional, local and global frameworks. They must build and manage a portfolio which matches their liabilities while protecting and stabilising their economic and regulatory capital position.
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White papersHedge Fund Outlook H2 2026
Hedge fund (HF) performance remained strong in H1 2026. Industry alpha also stayed elevated. The quality of HF returns, combined with investors’ search for diversification and the headline noise surrounding private assets, has continued to attract flows into the industry.
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White papersShifts, myths and monoliths: A clearer view on private debt
Private debt has come under increased scrutiny in recent months. But attention has focused on a relatively small corner of a vast and varied asset class. Here, we set out some of the biggest myths surrounding private debt and explain why the evidence does not support them.
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White papersTensions flare amid fragile ceasefire
Tensions in the Middle East have resurfaced, underscoring the “fragile” nature of the recent de-escalation. The latest round of attacks may be tied to Iran’s effort to preserve its leverage over the Strait of Hormuz. Meanwhile, Trump may become more willing to escalate tensions while oil prices remain subdued. Still, both sides have reasons to remain at the negotiation table, as the US approaches midterm elections and Iran would benefit from economic relief.
