All Alternatives articles
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White papersESG Thema #22 - Closing the gender gap in credit investing
Persistent gender disparities in economic opportunity and access to finance continue to constrain global growth and resilience – particularly in emerging markets, where institutional barriers remain deeply entrenched. According to the World Bank’s 2024 “Women, Business and the Law” report, eliminating discriminatory laws and practices that hinder women’s participation in the workforce could increase global GDP by over 20%, effectively doubling the global growth rate over the next decade. Reducing gender employment gaps could raise GDP per capita by an average of 35%, with productivity gains from workplace diversity contributing over half that value.
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White papersCatalyzing capital for gender equality: A guide to scaling gender-inclusive investing
Gender lens investing has traditionally focused on use-of-proceeds instruments such as social and sustainability bonds that earmark a portion of proceeds for gender-focused initiatives. These predominantly corporate-issued instruments, though still a small share of the overall market, have grown steadily in recent years - from roughly USD 5 billion outstanding in 2020 to nearly USD 15 billion by the end of 2023. They play a critical role in catalyzing awareness, innovation, and market credibility, with built-in accountability and transparency mechanisms that remain central to advancing gender-lens investing.
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White papersNavigating equity risk in evolving capital frameworks: the case of targeted equity SCR overlay
Navigating an evolving regulatory landscape, insurers worldwide face a crucial challenge: how to efficiently manage the capital required to support equity investments without sacrificing potential returns.
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White papersAssessing COP30: Progress and Retreat
With the events in Belém, Brazil now concluded—defined by on the ground tensions, strong indigenous voices, and the notable absence of a formal climate delegation from the world’s second largest carbon emitter—we step back and take stock of COP30.
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White papersTime For Your Close-Up, Mr. Roboto
As artificial intelligence converges with the physical world, a variety of humanoid robots are ready to stride from the showroom floor into our daily lives.
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White papersFrom alternative to essential: The expanding role of private market investing
Not long ago, private markets sat on the fringes of most portfolios – niche strategies used to pick up extra yield around the edges of traditional portfolios. That’s no longer the case. Over the past two decades, private markets have moved steadily into the mainstream, propelled by strong performance relative to public markets, a broader opportunity set, and greater accessibility for investors of all sizes. What was once considered an alternative is now becoming essential.
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White papersESG Thema COP30: Climate finance state of play and investor implications
From November 10th to November 22nd 2025, the 30th Conference of the Parties of the UNFCCC, more commonly referred to as COP30, was held in Belém, Brazil. This was the first COP ever hosted in the Amazon region, and it was the second most attended COP after COP28 in Dubai. This conference is the largest annual international meeting on climate organized by the United Nations, since 1992: government representatives come together to attempt to agree on action for the climate crisis. With time, the conference has gathered also financial actors, corporates and civil society, with commitments going beyond policy making.
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VideoAI vs. Demographics: Jobs and the Meaning of Work
Hello, everyone and welcome to this edition of Beyond Consensus. My name is Rick Brink, Market Strategist. I’m joined by Inigo Fraser Jenkins, Co-Head of Institutional Solutions. This is a blast for me to go one-on-one with Inigo. And the topic is a topic that you can find everywhere right now, the idea of AI. And there’s really two main ways that AI is being approached in the investment world. One is something that actually I just did on our Disruptor Series—shameless plug by the way—and this is the idea of how AI gets adopted. The S-curves all the way through physical AI, the needs for energy, what it means as an investor and what gets produced. That’s one side.
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White papersAI’s insatiable appetite for energy
The rapid expansion of AI datacentres is placing increasing demands on electricity providers and energy grids. Velika Talyarkhan and Michael Yamoah examine the challenges for governments and companies.
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White papersSustainable investing in 2026: The continuing path to a more resilient future
Recent years have seen investors operate in an environment shaped by conflicts, inflationary pressures, extreme weather events, and growing digital disruption. These events, coupled with the longer-term sustainability themes shaping our decade – climate change, biodiversity loss, and rising inequality – are redefining risks in capital markets and placing long-term investment resilience under scrutiny.
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White papersInsurance outlook: Managing change is business as usual
We live in a fast-changing world, where organisations need to adapt in order to thrive – and this is especially true for insurance companies. Insurers are impacted by economic cycles and fundamentals, but unlike many other sectors, they must also navigate financial market risks and ongoing developments in regulatory frameworks. In the current fluid environment, agility and risk management are key.
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White papersInvestors reveal their top ESG investment themes and more
At a time of macroeconomic and geopolitical uncertainty, our fifth annual ESG Global Study finds that most investors remain committed to considering ESG issues in the investment process.
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White papersSecuring Compute, Scaling Demand: The Real AI Partnership Story
Strategic deals secure capacity and align multi‑year roadmaps as AI moves from pilots to daily workflows. More efficiency means more adoption, supporting sustained investment.
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White papersThe investment landscape of data centers: opportunities and challenges
The digital age has ushered in a paradigm shift in how businesses operate and individuals engage with technology. Data centers play a central role in this transformation and have emerged as critical infrastructure for the modern economy. For investors, the story today revolves around a simple tension: accelerating demand versus constrained supply. Exploring the investment opportunities for data centers, the factors driving demand, the sector’s challenges, and the European market’s unique positioning reveals a complex yet promising landscape.
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White papersPolitical and Policy Volatility on the Rise
Recent elections in the U.S. and dynamics in Europe highlight rising political volatility and the potential for divergent policy shifts. Investors should prepare for further turbulence ahead.
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White papersCredit Markets Face the AI Wave
As tech giants tap credit markets to finance artificial intelligence, we consider the broader impacts of AI on fixed income.
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White papersThe Rise of Experiential Yield
Why the most resilient investments are those people feel
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White papersPioneering European Alternatives
Global black swan events, generally considered to be once-in-an-economic-cycle occurrences, have been disrupting investment markets with alarming frequency. In the past few years, we have experienced Brexit, the COVID-19 pandemic and geopolitical conflicts. Europe’s surge in inflation was significantly fueled by the economic shockwaves from the Ukraine crisis. The crisis significantly affected global energy and agricultural supply chains, driving up the cost of fuel, gas and essential commodities, which quickly fed through into consumer prices across the continent. In response to this inflationary shock, European central banks implemented a series of aggressive interest rate hikes, shifting from historically low rates to multi-year highs.
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White papersHigh contrast in Fed Policy Signals
The contrast between the Federal Reserve’s policy-setting meeting in September and the one that ended Wednesday is striking. In the former, Chair Jerome Powell seemed to have a jump in his step as he announced the Federal Open Market Committee (FOMC) had lowered rates by a quarter percentage point with only one, very expected, dissent by White House economist turned Governor Stephen Miran for a half-point cut. Powell had rallied the troops to make a policy decision the traditional way—based on economic data and not political pressure.
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White papersAI revolution needs shift in engagement focus
There is little doubt that advances in AI represent huge opportunities for society and, as a consequence, for investors too. However, there is equally little doubt that the breakneck pace of development is creating significant risks. As a result, the Global SMID Equity Engagement team have developed a proprietary Responsible AI Assessment Framework to encourage the successful adoption and implementation of this new technology across industry, leading to better work and more productive workplaces.
