All Alternatives articles – Page 12
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White papersAsset Management Outlook 2025: Reasons to Recalibrate
We are pleased to share Goldman Sachs Asset Management’s 2025 Outlook: Reasons to Recalibrate.
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White papersInvestment Outlook 2025 – Opportunities in a volatile world
The widespread expectation of the global economy heading for a soft landing will be put to the test amid major political change and the risk this creates for economic stability.
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PodcastOuterblue RI – How is Shareholder Stewardship shaping the future of corporate sustainability?
Stewardship activities, like engagement and voting, are increasingly seen as effective tools for promoting corporate accountability, enhancing long-term value, and driving sustainability.
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White papersTransitioning to a riskier, messier and diversifying world
Our analysis suggests that the level of geopolitical risk will rise over the next few years. The trends that lead us to this conclusion are likely to also play out in 2025. Our Geopolitical Sentiment Tracker shows that more countries now have poor bilateral relations, while Russia’s ties with Iran, North Korea and China are deepening.
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White papersESG that thinks not just in years, but in decades
Our investment professionals and environmental, social and governance (ESG) specialists take on topics that matter.
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White papersCOP29: Will it deliver on climate finance?
The COP29 climate negotiations will take place in Baku, Azerbaijan, from 11-22 November. The headline objective is to agree a new target for the provision of climate finance to developing nations, superseding the goal set in 2009 to deliver $100 billion a year by 2020.
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White papersToo risky to cover?
As extreme weather events increase in frequency and severity, insurance losses continue to mount. Some areas exposed to the worst climate risks are now seen as too risky to cover. Michael Yamoah, Navishka Pandit and Judi Tseng assess the implications.
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White papersAn unquenchable thirst
Competition for water is already a flashpoint in certain regions, and this is likely to intensify as the world warms and city populations grow. Joanne Beatty and George Watson explain how we engage with companies about their use of water, particularly in areas of scarcity.
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White papersEngagement has a crucial role to play in the green transition
The transition to net zero cannot be achieved without directly tackling carbon-intensive industries. Investor engagement can provide a vital platform to facilitate change among high emitters.
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White papersMitigating risk with sovereign environmental, social, and governance bonds
Generating compelling investment returns while addressing the issues around climate change can be daunting. How can sovereign bond investors incorporate the growing investment risks? How can they quantify these risks and implement appropriate protections? And what about engaging with sovereign bond issuers?
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White papersThe new nature of business: integrating biodiversity into finance
As the world confronts climate change, the financial sector faces the challenge of preserving biodiversity - an essential factor for fostering a sustainable economy. By integrating biodiversity into decision-making and investment practices, financial institutions can help protect the planet’s natural resources while generating sustainable returns for investors and society. The economy’s dependence on nature makes biodiversity loss a significant risk for companies, especially as regulations tighten.
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White papersThe power of additionality: Why impact investing should focus on building companies that otherwise wouldn’t exist
As impact investing continues to grow, one of its most essential principles—additionality—is becoming a central topic of conversation. In simple terms, additionality refers to the idea that an investment has a positive societal impact that would not have occurred without the intervention of that capital. While it’s easy to focus on financial returns and measurable impact metrics like carbon reduction or jobs created, additionality raises a more profound question: Are these companies addressing problems that would remain unsolved without their innovation?
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White papersReconciling alpha with sustainability in impact investing
For over a decade, the investment world has undergone a true paradigm shift. Led by ethically minded pension funds, endowments, and a new generation of investors, this shift reflects a growing commitment to investments that support businesses tackling environmental and social challenges.
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White papersGreenfield’s Essential Transition Role
Building the next generation of renewables and related enabler technologies will be a key focus for years to come, says Ivor Frischknecht of Sosteneo Infrastructure Partners, part of Generali Investments.
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White papersFinancing Europe’s push for energy security
Federated Hermes was part of a lending consortium involved in a more than US$1bn loan facility signed with a European oil and gas group to finance drilling in Danish waters.
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White papersImpact Opportunities Equity, Annual Report 2023
As the debate over animal testing intensifies, the Impact Opportunities Equity team explain why companies must establish robust governance and risk management frameworks to ensure ethical practices in ongoing testing. In this report, we explore why embracing the transition to alternatives not only addresses ethical concerns but also presents unique opportunities for innovation.
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White papersThe Rise of AI and ESG
Artificial intelligence (AI) is touching almost every corner of the global economy. But what are the implications for environmental, social and governance (ESG) issues?
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White papersMaking Biodiversity Investing Actionable
Biodiversity has risen up the sustainable investing agenda. However, investors are grappling with how to integrate this theme into their investment process and to understand what it means, what tools are available, and where to invest. At Goldman Sachs Asset Management, we have been working with clients to clarify their objectives and expand their analytical toolkits related to biodiversity to allow for more targeted investment integration.
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White papersIce cream for dogs: Why energy demand just cannot stop growing
Granular energy transition models all contain a tension between better energy efficiency due to technological progress, and the emergence of new energy use-cases. We look at examples of this dynamic in practice, and consider how it may impact energy demand in the coming decades.
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VideoYour Questions Answered: managing cash and liquidity
In our Q&A video series, Debbie Cunningham, CIO, Global Liquidity Markets, sheds light on our approach to managing cash investments and risk, our track record through different market environments, the outlook for cash products as rates fall, and the role they play in a long-term portfolio.
