All Alternatives articles – Page 19
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Webinar
Webinar | Supporting sustainability with climate bonds
Watch this Q&A session to hear highlights from the Global Climate Bond 2022 Impact Report.
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White papers
Midyear Strategic Investment Outlook: What Does the Market Move Mean for Strategic Investors?
Many people say they like to be long-term investors. It’s a laudable ambition, but often the short term gets in the way. Our notes typically focus on the strategic horizon, but when the S&P 500 falls by 20%, 10-year Treasury yields rise by 140 basis points and Bitcoin is down by 60% since the start of 2022, strategic investors need to respond.
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White papers
The rise of new food systems
We are anticipating the rise of new food systems in the Agriculture, Forestry and Other Land Use (AFOLU) sector. This will enable a major land restoration that allows nature to retrieve its regenerative properties, and will bring new risks and opportunities to investors.
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White papers
Are Biofuels Really the Choice Fuel for the Future?
The most beneficial biofuels for carbon intensity reduction are biodiesels produced by wastes, such as used cooking oils and other fats, which are truly being recycled into energy. However, supply of these feedstocks is largely limited by the amount of food consumption.
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White papers
ESG Global Study 2022
Many investors are contemplating how to integrate environmental, social and governance (ESG) issues into their investing decisions. In this, our second ESG annual study, we surveyed more than 1,100 global professionals, including advisors, consultants and intermediaries. The result is a comprehensive report providing in-depth ESG insights, thoughts on ESG trends and views regarding ESG regulation.
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White papers
JPY: Structurally weak, cyclically blessed
Structural headwinds are strong for the yen, setting a fundamental background for the currency to stay weak. Yet a recessionary environment is a cyclical blessing – peaking growth and rates prove that the JPY is among the cleanest diversifiers – and officials may have lost their appetite for currency devaluation.
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Podcast
Mythbusting Crypto Investing
Cryptocurrency, or crypto, the so-called “wild west” of Wall Street, has been raising eyebrows for quite some time now. Since 2013, there have been over 12,000 different types of coins generated, leaving many wondering what is actually reliable in this market.
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White papers
EOS Stewardship Report 2021
EOS at Federated Hermes publishes Stewardship Report 2021. Monitoring engagement outcomes is crucial, to ensure that our approach is effective and achieving the desired results. This year’s report includes expanded sections on our diversity, equity and inclusion approach, and on how we are responding to market-wide and systemic risks. ...
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White papers
Litmus test for chemical sector decarbonisation
Chemicals are essential inputs for many industries, with chemical use pervasive and entrenched in the modern world. But like the steel industry, the chemical sector is considered “hard-to-abate”, meaning that the solutions to reduce emissions are either technically challenging, prohibitively expensive, or both.
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White papers
Federated Hermes Stewardship Report 2021
At Federated Hermes we believe the investment industry can be a powerful force for good, building a fairer, more equitable world for all – and that active ownership and engagement is the best way to achieve this. In this, our second annual Stewardship Report, we provide an update on our efforts towards effective and outcomes-driven stewardship.
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White papers
Cryptocurrency Investing - Powerful Diversifier or Portfolio Kryptonite?
Red dogs, stump tails and blue pups were just some of the creative names for the ultimately doomed currencies issued by poorly capitalized state-chartered banks during the wildcat banking era in U.S. monetary history from 1837 to 1863 – until Congress finally passed legislation that created a single centrally backed national U.S. currency.
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White papers
Engagement theme: Biodiversity collapse
At AXA IM, we are committed to biodiversity protection. Throughout 2021, this commitment has been continually reaffirmed through a series of actions: Reinforcement of our biodiversity strategy and enhancement of our Deforestation and Ecosystems Protection Policy; further integration of biodiversity issues based on continuous engagement activities; and the consideration of new biodiversity dedicated data developed by our partner Iceberg Data Lab.
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White papers
What does the future hold for secondary private equity investments?
We expect that the comparatively new GP-led secondaries market will see continued strong growth if the difficulties facing broader financial markets persist.
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White papers
Are investors right to look to UK real estate amid rising inflation?
UK real estate has seen increased interest from investors seeking shelter from rising inflation. We look at the strengths and weaknesses of the strategy and point out what investors should look out for.
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White papers
Discovering Stocks for Your Sustainable Investing Goals
Sustainability means different things to different people. So how can an investor know whether a sustainable equity fund is truly aligned with their responsibility ethos and investing goals? Start by asking the following three questions.
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White papers
Invest in biodiversity to save the planet
The loss of biodiversity is one of the biggest problems facing humanity. Over the last century, we have seen unprecedented real GDP growth and have made huge progress on many fronts such as benefitting from improvements in mortality rates and technological advances. Unfortunately, in the process we have chosen to ignore nature and have altered 75% of the earth’s surface and 66% of the marine environment1 to satisfy our consumption and energy needs.
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White papers
Natural capital: The future of land investments
Natural capital and the ecosystem services it provides are the foundation of both human wellbeing and our economic system. It has never been clearer that responsible stewardship of our land-based assets is essential to long-term productivity. By improving the management and measurement of these assets we can develop a richer and more resilient base of natural capital.
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Podcast
Fixed on ESG, Ep. 1
Like most nuanced subjects, ESG is a highly intricate topic with many more complexities than most might initially consider. And incorporating ESG-factors into portfolio construction introduces additional challenges, even to the most seasoned investors.
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White papers
How 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 papers
Private 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.