All Alternatives articles – Page 22
-
White papersThe Case for Unconstrained Multi-Asset Portfolios: Navigating the Challenges of Public-Private Investing
As investors navigate the challenges of integrating public and private markets we believe a single, unconstrained multi-asset portfolio can deliver a more efficient and opportunistic solution.
-
White papersBiomaterials: nature’s renewable alternative
While chemicals are useful, they are also harmful and resource-intensive. Biomaterials are part of the green chemistry industry that represents a non-hazardous and resource-efficient alternative with enormous potential.
-
VideoHow investors can do some salt-of-the-earth good
In our latest video insight, we hear from Walter Jehne, co-founder of Regenerate Earth, as he explains why the planet is in desperate need of resurgence over the next decade and why the financial industry will prove to be significant in driving this forward.
-
White papersThe Unsurprisingly Volatile Business of Bitcoin Mining
Why we think the technicalities of Bitcoin mining explain much of Bitcoin’s extraordinary volatility profile.
-
White papers4 reasons health care could lead the next bull market
Amid the storm of market volatility in the first half of 2022, health care was among the few areas that offered investors some shelter.
-
Research ReportWhat does a world with almost free power look like?
Renewable energy is getting cheaper. What impact is this likely to have on other sectors that are experiencing cost declines, and what does this mean for the wider economy?
-
PodcastThe Private Equity of Yesterday, Today and Tomorrow
As we continue to navigate challenging market dynamics including rising inflation, difficult labor markets, elevated valuations and ongoing geopolitical tensions, investors are considering how to fill their expected return gap.
-
Research ReportThe new prize: raw materials for clean tech
Prospective investors in LOIM’s Climate Transition strategy often ask why we invest in commodity companies given their high carbon footprints. The reason: commodities provide the raw materials needed for the electrification of the global economy and reduce our reliance on fossil fuels.
-
Research ReportNature’s value, seaweed’s strength and green luxury
What news led the sustainability agenda in July? We cover the macroeconomic, corporate and financial stories that sustainable investors need to know.
-
PodcastNavigating the journey to net zero
The transition to net zero is accelerating, and we believe this stands to create significant value for investors, going forwards.
-
WebinarWebinar | Supporting sustainability with climate bonds
Watch this Q&A session to hear highlights from the Global Climate Bond 2022 Impact Report.
-
White papersMidyear 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.
-
White papersThe 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.
-
White papersAre 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.
-
White papersESG 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.
-
White papersJPY: 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.
-
PodcastMythbusting 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.
-
White papersEOS 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. ...
-
White papersLitmus 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.
-
White papersFederated 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.
