All Alternatives articles – Page 2
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White papersNo place like home: The case for living sector real estate
As demographics, undersupply and shifting preferences converge, the living sector is becoming a key area of opportunity within private market allocations.
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White papersThe lifecycle remix: glidepaths, personalisation and private assets
This paper explores how lifecycle investing is being remixed for a new era — through more sophisticated glidepath design, greater personalisation, and the expanding role of private assets in retirement portfolios.
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White papersWhat Are Investors Really Getting from Private Markets?
Private markets have become integral to modern portfolios, with many investors searching for higher returns and diversification, including from public markets. But recent fund redemptions have reinforced that illiquidity isn’t theoretical, raising questions about the benefits of giving up liquidity. We see several—but investors must understand the trade-offs.
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White papersThe power of private real assets
Navigating today’s unpredictable markets means rethinking what belongs in a portfolio. Private real assets like farmland, timberland, infrastructure, and commercial real estate have quietly demonstrated staying power across decades and shifting economic cycles. Nuveen’s latest research draws on more than 30 years of data to show how these assets may improve portfolio resilience, hedge inflation, and reduce correlation to traditional investments. Explore the full paper to see what the data reveals.
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White papersExploring the Opportunity in Alternative Real Estate
Alternative real estate sectors are gaining traction. In this Q&A, Anar Chudgar explores what’s driving demand and how to underwrite these opportunities.
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White papersThe case is no longer if. It’s how.
Regulatory clarity and institutional adoption have transformed digital assets into a legitimate asset class. Major financial players are deploying capital into blockchain, stablecoin, and tokenization infrastructure at scale.
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White papersFive questions investors ask before allocating to natural capital
Natural capital rarely enters portfolios in a single step. Interest builds, questions accumulate, and progress often slows because a small number of practical issues are not addressed early on.
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VideoAlternative Credit: Unlocking alpha with quality and diversification
Alternative credit is evolving, with strategies increasingly focused on credit protection, diversification, and capturing an illiquidity premium. Watch Borja Azpilicueta, Head of Capital Solutions, discuss the role alternative credit can play in portfolio construction.
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White papersInfrastructure outsourcing: Unlocking returns via scaled leasing
Infrastructure operators are increasingly separating ownership from operations to enhance flexibility and support long-term growth, unlocking attractive opportunities for institutional investors in scaled infrastructure leasing platforms.
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White papersPrivate Markets Outlook 1H 2026: Balancing Opportunity and Complexity
As private markets continue to evolve, investors face an expanding range of opportunities and risks.
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White papersAlternative living: a strategic growth market in Europe
Across Europe, alternative living concepts are evolving from niche offerings into a fully recognised institutional asset class. Formats such as student housing, senior residences, micro living, serviced apartments and co living are now integral to long term real estate strategies.
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White papersInfrastructure Debt: A Compelling Private Credit Portfolio Addition
Updating existing infrastructure and building new assets to accommodate increased mobility, digitalization and the continued transition to new and cleaner sources of energy will require $106 trillion in funding by 2040, according to McKinsey estimates. With government budgets stressed, private capital — including debt capital—will be necessary to meet this goal.
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VideoPrivate Credit: From Niche Holding to Portfolio Pillar
Private credit’s been on quite a journey over the past 15 to 20 years. If I look back around on the GFC, it was really a niche asset class. You fast forward to today, it has gone from a niche allocation in investor portfolios to a core part of their portfolio.
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VideoHSBC Global Hedge Funds Valued Partnerships: Charlie Hoffman
Charlie Hoffman, Managing Director in the UHNW team at HSBC Private Bank, reflects on decades of partnership with HSBC Asset Management’s Global Hedge Fund team.
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White papersPowering the path to decarbonisation
As the global push toward decarbonisation evolves, balancing short-term returns with long-term structural opportunities requires a thoughtful mix of proven technologies and development-stage assets. Joost Bergsma of Nuveen Infrastructure shares how investors can build resilient, scalable portfolios across clean energy technologies today.
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White papersPrivate assets: a new return architecture
In the 2010s, private equity returns were largely driven by multiple expansion and financial leverage — both of which are likely to be structurally impaired going forward. The 2026–2035 decade requires a return architecture to be built on several pillars: income yield (contractual coupons, regulated returns, rental income), real earnings and cash flow growth (operational value creation, sector tailwinds), and selective illiquidity and complexity premia over liquid equivalents.
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White papersPricing nature: carbon and biodiversity credits explained
Carbon and biodiversity credits are often discussed together as tools for pricing nature. This can give the impression that they perform a similar role in investment strategies. In practice, they price fundamentally different things, behave differently in markets and should be treated accordingly by investors.
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White papersRethinking income investing: why real estate matters in a more inflationary world
In an era of higher inflation and tighter monetary policy, investors are reassessing portfolio income - including whether it can keep pace with rising prices. Private real estate should increasingly form part of that conversation.
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White papersEmerging markets after Iran shock: AI, oil and market dispersion
Emerging markets continued their resurgence in early 2026, only to be tested by renewed geopolitical shocks. As AI leadership, oil disruption and policy credibility pull markets in different directions, performance has become increasingly uneven. We explore why emerging markets’ resilience is now defined by dispersion and what that means for investors.
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White papersPrivate Credit and BDCs: Why the Sell-Off Tells an Incomplete Story
We believe the private credit market is much more diverse—and resilient—than the recent focus on corporate direct lending and BDCs would suggest.
