All Alternatives articles – Page 2
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White papersVictory in the face of volatility
Roundtable with Thomas Roche-Toussaint and other industry experts on secondaries with Private Equity International
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White papersESG Thema #20 - Blue Economy: Ready, Set, Sail!
It is hard to imagine that something covering 71% of the earth’s surface is often on the back burner of ESG materiality and management. However, this is the case when it comes to ocean protection.
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White papersKeynote Q&A: Moving to a more holistic future for energy
In Infrastructure Investor’s May 2025 Energy Transition report, Joost Bergsma, global head of clean energy for Nuveen Infrastructure, discusses why investors are continuing to show interest in renewables, even as certain economies and technologies encounter turbulence and power price risk. GPs may be needed more than ever to steer investors through market volatility, but the sector remains robust, he explains.
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White papersWhen will alternative fuels take off?
Biofuels, hydrogen, and sustainable aviation fuel have been mooted as potential low-carbon alternatives to fossil fuels. While they increasingly feature in company transition plans and government policies as an attractive opportunity, there are drawbacks that must be addressed. Will Farrell and Michael Yamoah identify the key issues.
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White papersThe greenback is singing the blues
But the US dollar’s recent decline isn’t a sign it will relinquish its status as the reserve currency.
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White papersDigital disruption reshapes financial inclusion
About a quarter of the world’s adults lack access to affordable, quality financial services - but digital disruption is helping bring them into the formal financial system. Financial inclusion allows individuals to save and invest, while also supporting entrepreneurship and business growth. And for investors, these developments are opening the door to varied investment opportunities among banks and nontraditional financial services firms.
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White papersPrivate Assets likely to stay resilient during market turmoil
Market weakness started in late February, primarily driven by a valuation correction in the US tech sector and a de-concentration of most crowded stocks. This was amplified by declining sentiment amongst households, corporations, and investors.
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White papersWill AI doctors disrupt drug commercialization?
AI and large language models are set to revolutionize drug commercialization, transforming traditional marketing and healthcare practices.
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White papersEurope: The Next Frontier in Asset-Based Finance
Banks in Europe—much like those in the US—are stepping away from many types of lending. Driven in part by stricter regulatory requirements, the retreat is expanding the opportunity set in private asset-based finance, a $6.3 trillion-and-growing market that provides much of the financing for the real economy.
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White papersCIO view: an irreversible reversal of globalisation?
“In all the years my career spans, I have been through a very wide range of economic and financial market events that have generated extraordinary moves in the prices of bonds, equities, gold, oil and every other asset class you can think of. However, I cannot recall one that has been as fast-moving, volatile and possibly irrational as what we have been through in 2025 so far.”
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White papersHow are investors responding to the latest wave of tariffs from Donald Trump?
“The news flow is constant and ever changing,” says Premier Miton’s CIO and lead manager of the Diversified fund range Neil Birrell.
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White papersScaling SDG investing: Partnering to shape the future of outcome measurement
Sustainable Development Investments Asset Owner Platform (SDI AOP) has just released their Outcomes dataset, a new data solution that enables investors to track how investments are contributing to sustainable outcomes over time. We look back at how their work has evolved over the last decade when PGGM initially developed the SDI framework with APG to align investments with the United Nations Sustainable Development Goals (SDGs). The work has and continues to facilitate greater transparency and comparability among investors.
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White papersSystematically Identifying Potential Biodiversity Risks
We see potential ways to efficiently and effectively evaluate biodiversity risks when constructing public market portfolios.
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PodcastOuterblue RI - Driving Action on Social Cohesion through Shareholder Engagement
In the fourth episode of our five-part series on Shareholder Stewardship, Esther Law, Senior Investment Manager, Emerging Markets Debt and Responsible Investing Lead, and Luda Svystunova, Head of Social Research, engage in a dynamic conversation on shareholder engagement on social cohesion - linking human capital and human rights engagements to responsible investors financial considerations, as well as client and societal responsibilities of issuers.
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White papersWhere Do Private Assets Fit in an Insurer’s Liability Profile?
In an investment regime that could see lower risk-adjusted returns on public credit, private credit’s potential is becoming increasingly attractive to insurers—and was a major talking point at AB’s recent European Insurance Forum. Insurers are warming to the attractions of private assets. But how can they use them to best effect?
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White papersNuclear power(ing up) – opportunities for investors
At COP 28 in November 2023, over 20 nations committed to tripling nuclear power capacity by 2050. As a result, broader interest in nuclear energy has surged dramatically.
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White papersMarket Valuation of Climate Patents: What are the Most Valuable Innovations?
This paper analyzes the market valuation of climate innovations through a detailed examination of patent data. We explore the relationship between Tobin’s Q —a measure of firm valuation— and the stock of patents across various climate technology categories.
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White papersThe evolution of investor stewardship
With the publication by EOS at Federated Hermes Limited of its 2024 Annual Review of engagement and voting highlights, Leon Kamhi, Head of Responsibility and EOS, reflects on 20 years of stewardship at EOS, and the need to drive real world change.
