All Alternatives articles – Page 10
-
VideoThe Art of Diversification: effective portfolio creation in real estate
In our latest video, Vincent Nobel outlines why modern portfolio theory – as outlined in Markowitz’s seminal 1952 essay – has limited practical application in private markets, and instead lays out an alternative approach to diversification that is better suited to real estate and private credit.
-
White papersUnified Global Alternatives – Hedge Fund Bulletin: Monthly Hedge Fund Update – June 2025
Risk assets produced mostly positive performance in June as investors demonstrated renewed focus on AI related themes, the easing of Middle East tension, as well as some market short covering across momentum factors. Expectations for a more dovish US Federal Reserve also provided a boost to market sentiment. The Dow Jones Industrials, S&P500 and the NASDAQ had positive performance. In Equity / Hedged, US Equity Hedged strategies generally produced positive returns.
-
White papersHealthcare Pipelines and Paychecks: A Formula for Assessing Executive Pay
Our research suggests that firms with sound executive pay practices yield healthier returns.
-
White papersPositioning for tomorrow: Top 10 with… Interview with Edoardo Rulli
The hedge fund industry has entered a new chapter. Against a backdrop of elevated volatility, macroeconomic divergence, and shifting liquidity conditions, investors are increasingly turning to hedge funds as a potential source of resilience and return.
-
White papers2025 Alternative Credit insights: Advancing diversification
The alternative credit market has seen significant growth since the Global Financial Crisis (GFC), and the increasing appetite for asset classes beyond direct lending demonstrates investors looking for similar growth stories in other markets.
-
White papersEM in trade finance: unmet demand and alpha potential
Emerging markets provide an ideal investment environment for trade finance, connecting underserved areas with a vital source of alternative capital, while potentially offering investors a compelling mix of risk and return.
-
White papersSolving for 2025: Mid-Year Scorecard
At the end of 2024, our CIOs sat down to discuss the five key themes they expected to impact markets. At mid-year, we assess how those have played out so far.
-
White papersData center viability requires design flexibility
Data center viability depends on flexible design to meet soaring AI power demands and evolving sustainability rules.
-
White papersUK policy warms on private capital
Government commits to evolve infrastructure finance models
-
White papersScenarios for a fragmented world
The world is at a geopolitical crossroads, as one of the major pillars of the existing global order—the United States—has begun to question the foundational assumptions of that system. Although the global order began to unravel following the 2008 financial crisis, successive US administrations—including President Biden’s—sought to uphold the existing framework through traditional alliances.
-
White papersThe WHO’s WHO of Swiss real estate 2025
UBS managers continue to be recognized as leading figures in Swiss real estate
-
White papersHealthcare Stocks: An Investing Prescription for Growth and Stability
Healthcare stocks present an exciting investment opportunity, with attractive valuations and strong growth potential driven by demographics and AI adoption. Despite policy uncertainty, healthcare’s defensive nature also offers stability for volatile times.
-
VideoReal estate debt: uncorrelated returns throughout the cycle
Real estate debt – offering potentially stable income from rents, along with protection from shifts in the value of underlying assets – can play a valuable role in a portfolio, because it has the capacity to provide uncorrelated returns throughout the cycle.
-
-
White papersReal Estate: Uncovering Value Amid Uncertainty
Five years after the COVID-19 pandemic sent tremors through the real estate (RE) industry, we believe evolving market dynamics are opening more opportunities for well positioned investors across the sector.
-
White papersGeopolitics fuels a surge in oil
“A sustained rise in oil prices could complicate central banks’ efforts to tame inflation and manage growth, given the already uncertain environment surrounding US tariffs and international trade.”
-
White papersAI vs. AI: the arms race in cyber space
AI is reshaping cyber warfare, making it faster, smarter, and harder to stop. Here’s why security must evolve just as fast.
-
White papersIntroducing the new QESG 3.0: The next generation
The Global Equity ESG Pathway team’s assessment of ESG – the QESG Score – is embedded directly within our stock selection model and is a crucial part of how we determine the expected return of investments. In this paper, we provide a rundown of what’s changed in the next iteration of QESG.
-
VideoReal estate case study: Lauriston Farm
Sustainability is at the heart of everything the Federated Hermes’ Real Estate team does. In this video, we look at our involvement in Lauriston Farm, Edinburgh. An urban farming scheme offering a local, nature-based response to the combined challenges of climate change, biodiversity collapse and the lack of access for all to healthy, fresh and affordable food.
-
Research ReportAmundi’s Engagement Activity: Key 2024 Highlights
We have published our 2024 Engagement Report illustrating the tangible results of our proactive and constructive dialogue with companies aimed at driving positive change, promoting corporate accountability, and ensuring long-term resilience and sustainable returns for investment portfolios.
