All Alternatives articles – Page 15
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White papersHow regenerative agriculture can sow the seeds of change
In the fifth article in our EOS Insights series on the social and environmental impacts of the global food system, Sarah Swartz explores the benefits of regenerative agriculture.
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White papersPrivate debt attractive amid public asset volatility, increased inflation and rising interest rates
Public asset volatility, increased inflation concerns and rising interest rates are driving more interest in private debt than ever before, finds a recent survey published by The Lead Left, founded by Randy Schwimmer, co-head of senior lending at Churchill Asset Management.
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VideoMeasuring, Identifying and Influencing Good Governance
Nathalie Wallace, Global Head of Sustainable Investment at Natixis Investment Managers, explains how the Governance pillar is an integral part of a good ESG strategy and how to drive positive change in organisations.
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White papersThe energy crisis heightens inflation fears - Strategies to protect portfolios from inflation risk
Inflation was already running well above central banks’ targets as we entered the year. The war has put additional pressure on prices and supply chains and this could have repercussions not just on oil, but on other commodities as well. Furthermore, given these (intermediate) commodities are used in the production of other finished products, we are likely to witness more broad-based inflation, particularly in Europe, the region closest to the crisis.
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VideoThe Rise of Alternative Property Sectors in the U.S.
Michael Acton, Head of Research at AEW, explains which factors and trends drive the growing interest of institutional investors in the alternative property sectors in the U.S.
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White papersGlobal Investment Outlook: Actively Navigating Economic and Geopolitical Shocks
Stephen Dover, Head of Franklin Templeton Investment Institute, and Gene Podkaminer, Head of Research, Franklin Templeton Investment Solutions in conversation about shocks to economic growth highlighting the case for a multi-asset portfolio, the role of alternatives, and active management, in the latest global investment outlook.
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White papersNew Frontiers: Finding the Untapped Opportunities in Alts
Investors are faced with a host of challenges in today’s market. Whether it be a war raging in Europe, the prospect of higher inflation and interest rates, or an equity market that may look frothy after a relentless run higher, the way forward for traditional investments may not appear as appealing as it was in past years.
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White papersHow to get to net zero in real estate investment
We know a drastic fall in carbon emissions from the built environment is essential to save the planet. Even so, real solutions - let alone action - remain elusive. It’s time to work out how it can be done.
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White papersGlobal Investment Views - April 2022
The first month of the Russia-Ukraine war has driven volatility up across the board, though with some recent signs of stabilisation in equity markets. Europe is the area most exposed to the war – in particular, through the effects of higher energy prices, supply chain disruptions, and geographic proximity, but the commodity squeeze goes far beyond energy to include agricultural commodities and metals.
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White papersIs the spike in commodity prices sustainable?
For a glimpse of just how volatile commodities currently are, look at nickel markets. Prices doubled in early March. Then they plunged. Then the London Metals Exchange halted trading. This week, the market for nickel — a key component in electric vehicle batteries and stainless steel products — reopened but with strict trading limits.
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White papersBaidu case study - March 2022
Following EOS engagement, Baidu improved its disclosure on human capital management. EOS engagement contributed to the company’s understanding of bestpractice human capital management, leading to improved disclosure.
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White papersAmundi Pension Funds Letter n°14
In this latest edition of Amundi Pension Fund Letter we turn our gaze to China. The world’s second largest economy since 2010, China is now emerging from the United States’ shadow and may well become the world’s leading economic power by 2030.
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White papers15-16 March FOMC review: we have full throttle lift off
On 16 March, the Federal Reserve hiked the fed funds rate by 25bp, to 0.25-0.50%, the first rate hike in four years. The Fed decision was widely expected and probably the most telegraphed rate hike in recent memory. However, the meeting’s statement and accompanying SEP offered some hawkish surprises.
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White papersGreen Hydrogen’s Rise in Emerging Markets
Despite the benefits of developing green hydrogen as an energy pillar in emerging economies, countries and companies face several hurdles before it can be deployed commercially, the most obvious being the scalability and affordability.
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PodcastWhere Asset Management Goes Next
Barings Chairman & CEO, Mike Freno, discusses opportunities and challenges ahead for the asset management industry including what’s next on the ESG and DE&I fronts, why private assets may continue to grow, and how investments in technology are critical for long-term success.
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White papersRussia-Ukraine: a lot of bad news already priced in, but the outlook is deteriorating
The second week of conflict in the Ukraine was marked by additional market volatility. Equities are down across the board. The demand for safe-haven assets temporarily pushed the 10-year Treasury down to 1.7% before it retraced to 1.9% amid rising inflationary pressures. Meanwhile, gold has remained well supported, briefly moving above $2000/ounce.
