All Alternatives articles – Page 2
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White papers2025 Hedge fund investor barometer
At Amundi, Alternative & Real Assets is dedicated to building long-term relationships with our clients and partners, rooted in proximity and authenticity. Guided by the belief that tomorrow’s economy must unlock new opportunities, we act as facilitators, bringing the right people together at the right time.
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White papersParametric Insurance from an Investor’s Point of View
Parametric insurance is emerging as a transformative risk transfer solution, addressing coverage gaps and inefficiencies inherent in traditional indemnity-based insurance.
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White papersUnified Global Alternatives – Hedge Funds Bulletin
Risk assets were broadly positive in January on the back of optimism related to the expected pro-business and America first policies of the new US administration. In Equity Hedged, US Equity Hedged strategies generally produced positive returns. The majority of managers generated gains, with the highest absolute performance and value-add resulting from TMT managers collectively.
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White papersGreen footprints? Navigating nature-related risks in real estate
Nature-related risks, including biodiversity loss and climate change, are growing concerns for real estate investors. These risks have the potential to affect property values, development and operating costs, tenant demand, and adherence with emerging regulations and initiatives. As the built environment is a significant contributor (30%) to global biodiversity decline, the real estate sector holds both the responsibility and opportunity to drive change through nature-positive strategies.
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PodcastSpeaking of Alternatives: …Let’s Talk Core Plus Real Estate Investing
Keshav Rajagopalan and Darin Bright, the Head of Core Plus Strategies at PGIM Real Estate examine the tangible aspects of real estate, including its durability, which make it an appealing and accessible component of a diversified portfolio. They discuss the opportunities new technologies and U.S. demographics bring to a diverse Core Plus Real Estate strategy.
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White papersTimberland delivers another year of strong performance in 2024
We analyzed the performance of timberland investments against other major stock and bond markets between 2022-2024, our findings are below.
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White papersC-PACE outlook amid economic and political shifts
The current U.S. administration’s focus on energy independence, efficiency and pro-business policies are expected to provide favorable conditions for Commercial Property Assessed Clean Energy (C-PACE) to continue to scale.
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White papersGEMs ESG Materiality, H2 2024: Analysing the cost of climate change
In the latest issue, we probe the risks that climate change potentially represents to emerging market companies. We provide a further update on South Korea’s ‘Corporate Value-Up Programme’, and also discuss our broader voting and engagement activity.
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White papersEvolving diversification: New asset allocation approaches for insurers
An overview of opportunities and challenges that exist for insurers
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White papersShort duration bonds: your first step out of cash
Short duration bonds may have a role to play in an investor’s portfolio regardless of the market cycle. But especially in uncertain times, investors looking to enhance cash returns might consider taking an intermediate step into riskier assets for a modest pick up in yield via short duration bonds.
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PodcastTalking Heads – Broadening perspectives on the outlook for sustainability
The top-down view in the US on the need for a sustainable approach to business and government has shifted, but there are still signs that initiatives on greater diversity, equity and inclusion can persist. Efforts to tackle environment, social and governance issues are finding support, argues Alex Bernhardt, Global Head of Sustainability Research.
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White papersInvesting in Commercial Property Assessed Clean Energy (C-PACE)
C-PACE (Commercial Property Assessed Clean Energy) has been rising in popularity particularly among institutional investors due to the potential benefits it can offer, including attractive yields, long durations, diversification and definable positive impact.
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White papersMerger Arbitrage: The Stars Could Be Aligning
There’s a shift underway in the mergers and acquisitions (M&A) market. The headwinds of rising rates, price volatility and increased global regulatory scrutiny appear to be fading—and market sentiment is getting brighter.
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White papersTokens, Power, Non-Jobs and Debasement: The case for strategic allocation to tokens
This essay considers the role of tokens and crypto assets as investments. However, rather than just address this question within the narrow confines of investment theory, we approach it via the broader social and political role of tokens. Their growing acceptance raises questions on how the nature of money is changing.
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White papersThe Golden Age of Customized AI Chips
As demand for training large-scale AI models shifts to delivering more precise inferencing capabilities, the race to build application-specific chips is heating up.
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White papersAgritech in 2025: Positioned for growth
The US market led last year’s resurgence in agritech investment and momentum looks on track for more of the same in 2025. As agriculture shifts from a peripheral consideration to the central lens of climate adaptation, we expect to see ongoing expansion in agrochemical development, the role of AI becoming more precise, and impact-focused VCs stepping up on climate change.
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PodcastOuterblue RI – Driving Climate Action through Shareholder Engagement
In the second episode of our five-part series on Shareholder Stewardship, Aaron McDougall, Head of Climate & Ciaran Callaghan, Head of European Equity Research engage in a dynamic conversation on shareholder engagement on climate - linking climate engagements to responsible investors financial considerations.
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White papersSeeking Perspective On DeepSeek
A Chinese AI start-up claimed its large-language model needs far less computing power than established models. What’s it all mean for chipmakers and the broader economy?
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White papersHow has DeepSeek disrupted the AI landscape?
The launch of Chinese start-up DeepSeek’s artificial intelligence model triggered a rout in US technology shares as we entered the final week of January. Nvidia, the chipmaker that has been at the centre of the AI boom in the past couple of years, saw its share price drop around 17%, wiping out approximately US$600 billion in market cap value. Jeffrey Lin, Head of Thematic Technology Equities, and Johnny Hughes, Investment Director, analyse the potential implications of DeepSeek’s achievement for investors and the development of AI, and explore the long-term opportunities from this emerging technology.
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White papersH1 2025 Alternative credit insights: Sourcing new pathways
Alternative credit is not a new phenomenon, however, up until the 2008 Global Financial Crisis (GFC), it was largely overlooked by investors. The crash was a catalyst for the market. Banks froze traditional lending options and limited those capabilities due to tighter regulations shortly after. Borrowers had to look elsewhere for financing, opening up the world of alternative credit.
