All Alternatives articles – Page 10
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White papersHow Private Assets Can Empower the Energy Transition
Creating a world powered by green energy may be the most capital-intensive undertaking in our lifetime. For investors who want to get close to the action, private investment offers a direct route to participate in projects that are redefining our environmental future and offer solid long-term return potential.
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White papersThe democratisation of private assets: how will it work?
Demand for private assets keeps rising, and not just among the traditional institutional investors. We look at how private markets are “democratising”.
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White papersMulti-asset Allocation Views: “Magical Mystery Tour”
In this Allocation Views, our Franklin Templeton Investment Solutions team believe the prospect of policy rates remaining higher for longer has been a reality check on investor sentiment and helps to reinforce the team’s preference for a moderately cautious view of stocks.
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White papersA non-bank lender approach to commercial real estate
Our latest private markets newsletter looks at how a non-bank lender can help institutional investors better deliver on their medium- to long-term investment targets and drive attractive relative returns.
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White papersWhat’s in Store for European Insurance Investors in 2023?
European insurance investors enter 2023 in healthy shape but face a less-than-stellar macro environment and regulatory change. It will take selectivity and flexibility to tap opportunities.
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BlogFusion Ignition and its Impact Implications
Given the discernible, positive impact of existing decarbonization technologies, the importance of investments in nuclear fusion will only grow with time.
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White papersCommodities: From Destocking to Restocking
The micro and macro factors weighing on commodities since last summer are starting to reverse—and secular tailwinds are building.
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White papersStewardship navigating a polarised world
With the publication by EOS at Federated Hermes of its 2022 Annual Review of engagement and voting highlights, Leon Kamhi, Head of Responsibility and EOS, reflects on our stewardship activity in 2022, which was carried out within a polarised landscape for active ownership.
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White papersWhat does COP15 mean for investors and companies?
The UN’s Biodiversity Conference – also known as COP15 – delivered a new Global Biodiversity Framework that aims to halt and reverse destruction of the natural world. We attended COP15 as part of the Finance for Biodiversity Foundation delegation. Engager Sonya Likhtman outlines our involvement, what was achieved, and the implications for investors.
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White papersTractor Beams: Satellite Tech and Precision Agriculture
As the global population increases and with more mouths to feed, could the answer to food insecurity lie in space?
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PodcastFunding the Future
Many of our clients are asset owners, including sovereign wealth funds and pension funds, who are seeking to invest for the long-term future of their beneficiaries. At Neuberger Berman, our ESG Advisory Council aims to provide guidance on the future of impact investing and sustainability topics, drawing on the latest knowledge from academia, the non-profit sector and institutional asset owners.
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White papersMerger Arbitrage Investing: When Deals Fall Through
Why we believe a recent failed acquisition is a reminder to think twice about systematic approaches to merger arbitrage.
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White papersPlastic wrap: innovations, private-equity dealflow for circularity
Welcome to the launch issue of Plastic wrap, our bimonthly review of the science, policy and corporate activity pivotal in creating a circular plastics value chain.
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White papersGreen growth, degrowth or a-growth: What’s behind the new models proposed for sustainable economies?
The universe may be expanding but the earth and its resources are finite. This thought taps at the shoulders of investors seeking to run responsible portfolios. We want growth that drives economies and allows companies to flourish, but we are increasingly aware that for growth to be sustainable it must be consistent with planetary boundaries.
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White papersThe Crucial Role of Resources in the Great Energy Transition Debate
It is becoming increasingly clear that to improve the chances of achieving Net Zero by 2050, natural resources companies are a key part of the solution—not the problem.
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White papersESG Viewpoint: Banking on biodiversity
Biodiversity loss - why it is material and relevant for banks
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White papersAlternative Investment Themes for 2023: Opportunities For The Nimble
We think the next 12 months are likely to see this cycle’s peaks in inflation, policy tightening, bond yields and market volatility; and troughs in GDP growth, earnings growth and market valuations. But don’t see the pendulum swinging back to the post-2008 “new normal”.
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VideoInsurance Market Outlook
In this video interview, Gilles Drukier, Head of EMEA Insurance Solutions and Niall O’Sullivan Chief Investment Officer, Multi-Asset Strategies EMEA discuss the outlook for 2023 across asset classes and consider what the implications of this could be for European insurers.
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VideoSolving for 2023 Investment Conference: Putting It Into Practice
In this panel session filmed during our Solving Investment Conference, investment specialists from across our multi asset, equities and alternative platforms as well ESG investing discuss some of the key themes they see emerging in 2023.
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White papersFinding the value in tail hedges
In financial markets, events that occur far outside of expectations are often characterised as tail events. They typically increase the level of volatility in the market, and they can happen both on the upside and the downside.
