All Alternatives articles – Page 17
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White papersCurrency hedging policy for institutions
“Investors should focus on currencies as a potential source of return and risk diversification for a portfolio.”
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White papersBiodiversity : It’s Time to Protect Our Only Home - N°3 Addressing Biodiversity in Mining & Metals, Utilities, Paper & Forest Products
We classify utilities, mining & metals, and paper & forest products as sectors with primarily direct impacts on biodiversity as the majority of their operations happen on owned or directly managed assets.
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White papersGlobal Investment Views - February 2023
Markets are shifting focus away from inflation towards growth, with a slightly less disruptive economic picture for Europe and a more optimistic view on China.
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White papersCarbon credit use is reshaping timberland investments
Carbon markets are entering a period of accelerated evolution that now requires the incorporation of carbon values.
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PodcastFixed on ESG, Ep. 10 - Biodiversity 101: Dissecting COP15 with Planet Tracker
A discussion on the importance of biodiversity and the successes and misses of COP15 with special guests from Planet Tracker.
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White papersNew food systems: precision fermentation and cultivated meat
Feeding a growing population in a sustainable manner requires an overhaul of existing food systems. Substituting meat for meat alternatives could help reduce global agricultural land use and associated emissions.
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VideoShifting the spotlight: The value of biodiversity
The biodiversity around us is critical. Forests, peatlands and grasslands act as natural carbon sinks that absorb and store CO2. However, the threat to global biodiversity levels is at a tipping point.
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White papersSustainability – What to look for in 2023?
Environmental, social and geopolitical crises made 2022 an eventful year, with much of the focus on energy (security) and extreme weather events. We also saw advances on climate-related spending, biodiversity and sustainable finance regulation. While the wider sustainability field will continue to hold investor attention in 2023, Alex Bernhardt takes a closer look at three areas.
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White papersIndustry trends to watch in 2023
The last few years have delivered a fair share of ‘once-in-a-lifetime’ setbacks for asset managers and investors. As we come out on the other side, I am excited about the opportunities.
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White papersHealthcare Stocks: An Innovative Remedy for Volatile Times
Healthcare stocks have remained in vogue through volatile markets, driven by increased interest in the sector during COVID-19. Yet the sources of the sector’s appeal run deeper than the pandemic’s effects and can provide resilient return potential through uncertain market conditions in 2023.
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White papersCOP27: Shifting the Global Climate-Change Debate
COP27, the latest United Nations Conference of the Parties, concluded recently with mixed results on some of the key agenda items. In our view, though, the event will be remembered more for the way it shifted the global climate-change debate.
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White papersBiodiversity Equity Report, Q4 2022
In our inaugural edition of the Federated Hermes Biodiversity Equity report, we shine a light on farming. As we face a climate emergency, agriculture is part of the problem – but could also be part of the solution.
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White papersESG in motion: a dynamic forward-looking approach to detect ESG ‘improvers’
ESG investing has seen some headwinds in 2022. The ESG indexes suffered in 2022 in part due to their low representation in areas of the market that have benefitted from higher energy costs, such as the oil and gas sectors, and high representation in growth sectors that have been challenged by rising rates.
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White papersOutlook 2023
The leaders of our investment platforms welcome the New Year with their views for 2023.
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White papersAlibaba case study
We have engaged extensively with Alibaba on corporate governance, ESG strategy and reporting, and are pleased to see various improvements. There remain important areas of further engagement, including on governance: separation of the chair and CEO, appointment of a lead independent director and improved board director engagement with minority shareholders.
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White papersESG Viewpoint: Biodiversity Best Practice and Engagement Approach
Nature loss poses financially material risks for asset managers. We explain how biodiversity risks can be assessed, outline our approach to engaging with businesses on the topic and detail our best practice framework.
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White papersCryptonite
The FTX collapse is a blow to the idea of finance industry disruption and a potential source of volatility, but we think systemic contagion into broader financial markets is unlikely.
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White papersBiodiversity : It’s Time to Protect Our Only Home - N°2 Addressing Biodiversity Loss: A Call to Action
In order to better integrate biodiversity considerations into portfolio construction, first there is a need to better understand how companies impact and depend on biodiversity. Companies must provide dedicated information in order for investors to better consider biodiversity related risks and opportunities in their investment decisions.
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White papersBiodiversity : It’s Time to Protect Our Only Home - N°1 It is time to sound the alarm on biodiversity
”How come the most intellectual creature to ever walk earth is destroying its only home?”
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White papersBiodiversity : It’s Time to Protect Our Only Home
Biodiversity is all around us. It underpins not only our economy but also our very existence: Yet, we (individuals, governments, and the private sector) are only in the early stages of understanding how essential a healthy and biodiverse environment is to a stable and well-functioning society.
