All Alternatives articles
-
White papers
The Golden Age of Customized AI Chips
As demand for training large-scale AI models shifts to delivering more precise inferencing capabilities, the race to build application-specific chips is heating up.
-
Podcast
Outerblue RI – Driving Climate Action through Shareholder Engagement
In the second episode of our five-part series on Shareholder Stewardship, Aaron McDougall, Head of Climate & Ciaran Callaghan, Head of European Equity Research engage in a dynamic conversation on shareholder engagement on climate - linking climate engagements to responsible investors financial considerations.
-
White papers
Seeking Perspective On DeepSeek
A Chinese AI start-up claimed its large-language model needs far less computing power than established models. What’s it all mean for chipmakers and the broader economy?
-
White papers
How has DeepSeek disrupted the AI landscape?
The launch of Chinese start-up DeepSeek’s artificial intelligence model triggered a rout in US technology shares as we entered the final week of January. Nvidia, the chipmaker that has been at the centre of the AI boom in the past couple of years, saw its share price drop around 17%, wiping out approximately US$600 billion in market cap value. Jeffrey Lin, Head of Thematic Technology Equities, and Johnny Hughes, Investment Director, analyse the potential implications of DeepSeek’s achievement for investors and the development of AI, and explore the long-term opportunities from this emerging technology.
-
Webinar
Shedding light on dynamics and opportunities of Responsible Investment
Thursday, 13th February 2025 | 8:30 - 9:15 am GMT | 9:30 - 10:15 am CET
-
White papers
Asset Allocation Committee Outlook, 1Q 2025 - A Delicate Balance
“Overall, we anticipate a supportive backdrop for risk assets, as reflected in our broad asset-class views… The balance is delicate, however, and the risks are piled up on both sides.”
-
White papers
Why engaging with companies on biodiversity matters more than ever
Human life and economic prosperity are dependent on the benefits provided by nature. Biodiversity loss puts the ecosystems upon which societies depend, as well as the global economy, at risk. Biodiversity loss also exacerbates global warming, meaning that preserving nature and biodiversity is a must for investors aiming to address climate change as the two threats are inextricably linked.
-
White papers
Hedge Fund Outlook H1 2025
HF to lure more interest after a strong 2024 vintage for alpha
-
White papers
ESG Thema #19 - Measuring Scope 3 Emissions: implications & challenges for investors
“For many companies, the greatest climate-related risks and opportunities lie within their supply chains, which means addressing Scope 3 emissions is essential.” Mark Carney, Former Governor of the Bank of England said in 2020
-
White papers
Why invest in trade finance?
The demand for trade finance continues to increase, despite a global shortage of financing to facilitate the deals. As we outline in this paper, this shortfall has created an array of potentially high-yielding investment opportunities for providers with the right resources, analytical teams and banking connections.
-
White papers
Investor demand for biodiversity strategies steps up a gear
Biodiversity is increasingly becoming a key theme for investors, alongside wider climate and net zero considerations. The interaction between climate change and biodiversity – known as the climate/biodiversity nexus – is becoming a prominent topic of discussion, while continued growth in the number of dedicated biodiversity-related strategies in the market is also driving interest.
-
White papers
The ‘why and how’ of integrating biodiversity into fixed income strategies
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 also felt across investment strategies. Looking specifically at fixed income, we see important reasons why investors should integrate biodiversity into their decision making.
-
White papers
How can investors assess and measure a company’s impact on biodiversity?
Biodiversity loss is an existential threat to both people and the planet. However, we believe listed assets investment strategies can help deliver significant positive impacts and help stem the deterioration of the world’s fragile ecosystems.
-
White papers
Why should investors care about biodiversity?
Biodiversity is the variability of all living organisms from all sources, spanning all ecosystems across land and sea. It encompasses the characteristics of living systems and includes everything from the diversity within a species to the diversity between species, and of the ecosystems in which they live.
-
White papers
The Potential Power Of AI Agents
Unlike traditional bots, these virtual helpers can learn, adapt and manage tasks dynamically—putting us on the cusp of true AI proliferation.
-
White papers
Private Credit Outlook: Expanding the Universe
The journey from niche asset to core allocation looks set to continue.
-
White papers
The Road Ahead: 2025 North America Insurance Outlook
Key themes we see emerging for insurance investors in 2025 involve duration positioning, managing credit exposure, exploring relative-value opportunities, tapping the potential of private markets, and portfolio-liquidity and cash-management considerations.
-
White papers
SDG Engagement Equity, Q4 2024 case study
Ansell is domiciled and listed in Australia but is a genuinely global producer of personal protective equipment (PPE) for workers within healthcare and industrial settings.
-
White papers
Finding opportunity on the horizon
Will deal activity return to more typical levels and what is the value proposition for middle market direct lending in 2025?
-
Podcast
Behind the Scenes of COP29
This episode of Fixed on ESG analyses the key takeaways from COP29, including the geopolitical tensions and financial commitments that influenced the outcomes.