All Alternatives articles – Page 13
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White papers
An accounting ‘big bang’? The implications for insurance investors from IFRS 9 and 17
Sustained inflation has triggered unprecedent monetary tightening and a surge in interest rates which in turn have revived volatility and provoked changes in market liquidity conditions.
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White papers
From the Ground Up: Sowing the Seeds of Biodiversity Investment
Biodiversity is taking on increasing importance as a consumer concern, but it isn’t always top of mind for investors. We think that could soon change.
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White papers
Biodiversity: Understanding a key new global investment trend
Tackling biodiversity loss in our natural world is a major challenge and urgent new focus for governments, businesses and society. The Investment, Market and Macro Research, and ESG Integration & Solutions teams at Generali Insurance Asset Management dive into what investors need to know about this increasingly important investment driver and how to distinguish biodiversity-related risks and opportunities.
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White papers
Protecting Real Estate From Climate Risks
AEW sets out concrete steps for meaningful climate-change adaptation
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White papers
ESG Materiality H1 2023: Spotlight on India
In the latest issue we reflect on the 2023 corporate governance trends across emerging markets and put the spotlight on India, examining key ESG risks and opportunities in one of the world’s most exciting markets.
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White papers
Private credit: Perspectives on opportunities and risks
Even as traditional fixed income offers more attractive rates, institutional investors continue to explore alternative credit.
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White papers
Relative Value & Tactical Asset Allocation: Q3 2023
As most central banks are nearing the end of the hiking cycle, JP Morgan’s Global Manufacturing PMI Index remained at a level consistent with a contraction. It was the ninth consecutive month below the neutral level of 50.
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Podcast
Commodities and Their Place in the Transition Pathway
With the broad awareness of the energy transition across the globe, investors are looking for ways to position their portfolios to capture the transition. However, some question whether portfolios exposed to the business of extracting more raw materials from the earth can meet the objectives of all investors.
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Podcast
Three Opportunities in Private Equity & Real Assets
Head of Diversified Alternative Equity, Mina Nazemi, shares three opportunities that she and the team currently see in private equity and real assets, including: emerging managers, continuation vehicles and “real assets 2.0.”
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White papers
Sustainability watch: coastal resilience, nuclear fusion, and lithium mines
Our selection of sustainability news from June covers new research that suggests humanity has breached seven out of eight planetary boundaries, Singapore’s new carbon exchange, and an update on the first global treaty to curb plastic pollution.
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Webinar
Net Zero on 11 July
In 2015, under the Paris Agreement, commitments were made to drastically reduce greenhouse gas emissions, bringing them “close to zero” by 2050 (“Net Zero” or “NZ”). Asset Owners, like Asset Managers, have an important part to play in contributing to this global transformation effort.
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White papers
Commodities and Responsible Investing: An Impossible Marriage?
A framework for thinking about commodities in a responsible investing context.
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White papers
Promoting greater financial inclusion in communities
An integral aspect of impact investing is the focus on providing solutions that address underserved issues and communities. This case study considers Bank of Georgia’s lasting impact and how it is enabling greater financial inclusion in a country that was previously grossly underserved.
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White papers
The bigger ESG picture
Views on sustainability-related investing differ around the world. Some investors only care about unconstrained investment returns; others have a greater sense of social responsibility alongside a belief that an ESG slant helps avoid investment risks and acts as an enabler of future returns.
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White papers
Impact Investing – Global Emerging Markets
“It’s one thing to feel that you are on the right path but it’s another to think that yours is the only path.” Paulo Coelho
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White papers
Under Pressure
In this interview with AM Best, Ken Griffin discusses how the rise in interest rates has impacted insurers, and what the accounting and capital implications of this environment are.
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White papers
Carbon capture and storage: Feasible, effective and investible?
In March 2023 the Intergovernmental Panel on Climate Change (IPCC) said there are “multiple, feasible and effective options to reduce greenhouse gas emissions, and they are available now”. Niranjan Sirdeshpande, Head of Catalyst at M&G Investments, looks at investing in one of the newest options: carbon capture and storage.
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White papers
Beyond the headlines: Five ESG investment perspectives
When it comes to ESG issues, much recent media coverage has understandably centred on energy transition and security. But, beyond the energy headlines, there are many other ESG-related considerations shaping investment opportunities across various sectors.
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White papers
The case for private markets: three things to know
In this uncertain market environment, investors struggle to enhance returns and reduce risk. Private markets — assets that are not traded on public exchanges, including debt, equity, real estate and real assets — may help achieve those goals. Investors should consider three important benefits as they evaluate allocating to private markets.
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White papers
Private Placement Debt is an All-Weather Investment Strategy
The unique characteristics of private placement debt help position the asset class to perform well despite the potential for an economic slowdown or recession. Private placement debt is predominantly investment grade, comes with structural protections, and offers the potential for incremental income.