All Alternatives articles – Page 3
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White papersInsurance outlook: Managing change is business as usual
Curve steepening combined with compressed equity and credit risk premia could pose a challenge for insurers, requiring skilful management of duration and risk.
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White papersSustainable investing in 2026: The continuing path to a more resilient future
Despite a turbulent period of sustainable investing, commitment to sustainability remains strong across Europe and Asia.
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White papersAlternative credit outlook: Stability amid global shifts
Global markets have shown remarkable resilience despite persistent geopolitical tensions and evolving trade dynamics. Since the implementation of the ‘Liberation Day’ tariff measures, risk assets – particularly credit – have remained strong, supported by resilient economic growth and increasingly accommodative monetary conditions.
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White papersInvestors reveal their top ESG investment themes and more
At a time of macroeconomic and geopolitical uncertainty, our fifth annual ESG Global Study finds that most investors remain committed to considering ESG issues in the investment process.
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White papersSecuring Compute, Scaling Demand: The Real AI Partnership Story
Strategic deals secure capacity and align multi‑year roadmaps as AI moves from pilots to daily workflows. More efficiency means more adoption, supporting sustained investment.
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White papersThe investment landscape of data centers: opportunities and challenges
The digital age has ushered in a paradigm shift in how businesses operate and individuals engage with technology. Data centers play a central role in this transformation and have emerged as critical infrastructure for the modern economy. For investors, the story today revolves around a simple tension: accelerating demand versus constrained supply. Exploring the investment opportunities for data centers, the factors driving demand, the sector’s challenges, and the European market’s unique positioning reveals a complex yet promising landscape.
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White papersPolitical and Policy Volatility on the Rise
Recent elections in the U.S. and dynamics in Europe highlight rising political volatility and the potential for divergent policy shifts. Investors should prepare for further turbulence ahead.
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White papersCredit Markets Face the AI Wave
As tech giants tap credit markets to finance artificial intelligence, we consider the broader impacts of AI on fixed income.
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White papersThe Rise of Experiential Yield
Why the most resilient investments are those people feel
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White papersPioneering European Alternatives
Global black swan events, generally considered to be once-in-an-economic-cycle occurrences, have been disrupting investment markets with alarming frequency. In the past few years, we have experienced Brexit, the COVID-19 pandemic and geopolitical conflicts. Europe’s surge in inflation was significantly fueled by the economic shockwaves from the Ukraine crisis. The crisis significantly affected global energy and agricultural supply chains, driving up the cost of fuel, gas and essential commodities, which quickly fed through into consumer prices across the continent. In response to this inflationary shock, European central banks implemented a series of aggressive interest rate hikes, shifting from historically low rates to multi-year highs.
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White papersHigh contrast in Fed Policy Signals
The contrast between the Federal Reserve’s policy-setting meeting in September and the one that ended Wednesday is striking. In the former, Chair Jerome Powell seemed to have a jump in his step as he announced the Federal Open Market Committee (FOMC) had lowered rates by a quarter percentage point with only one, very expected, dissent by White House economist turned Governor Stephen Miran for a half-point cut. Powell had rallied the troops to make a policy decision the traditional way—based on economic data and not political pressure.
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White papersAI revolution needs shift in engagement focus
There is little doubt that advances in AI represent huge opportunities for society and, as a consequence, for investors too. However, there is equally little doubt that the breakneck pace of development is creating significant risks. As a result, the Global SMID Equity Engagement team have developed a proprietary Responsible AI Assessment Framework to encourage the successful adoption and implementation of this new technology across industry, leading to better work and more productive workplaces.
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White papersPublic Engagement Report Q3 2025
The Q3 Public Engagement Report from EOS at Federated Hermes Limited explores the implications of the ratified High Seas Treaty for companies and investors, AI’s insatiable appetite for energy, and key themes from the voting season across developed Asia and emerging markets.
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White papersThe Future of Asset Management: The Macro Imperative
This note outlines an outlook for the asset management industry rooted in our view of the macro investment environment, which suggests that asset owners may need to reexamine their strategic allocations. A higher equilibrium level of inflation, high valuation multiples and less available diversification are not bearish per se, but they do prompt a need to change portfolio design, with the need to protect long-term purchasing power at its heart.
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White papersPrivate equity with purpose: The case for impact investing
Capital markets are continually being buffeted by far-reaching forces that are shaping societies, economies, and the environment. Technological innovation, climate change, demographic shifts, rising inequalities, and evolving regulatory requirements all pose challenges but also create opportunities for forward-thinking investors as economies adapt to disruption.
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White papersPre-COP30 Investor Outlook: Key Themes for Belém
The 30th United Nations Conference of the Parties (COP30) is likely to deliver incremental rather than transformative progress, as most countries remain misaligned with the Paris Agreement and net-zero pathways.
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White papersUnderstanding the modern electrical grid
The electricity grid is at the heart of the clean energy transition and is undergoing one of the most significant transformations in its history. Understanding the modern electrical grid is no easy task, but it is a necessary one, as the grid plays a critical role in economic growth, energy security and decarbonisation. Read our white paper which examines how the grid works, the impact of renewables, the evolution of grid technology and how investors can participate in its modernisation.
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White papersBeyond the basics: How secondaries can enhance your investment strategy
The private equity secondaries market has evolved over the past two decades from a niche solution into a bona fide asset class. What was once largely reserved for distressed sellers is now a sophisticated, and in our view, essential component of portfolio management for investors and private equity (PE) sponsors alike. So, what is behind the current explosion of secondaries activity? In this paper, Nick Lawler examines secondaries’ performance over multiple market cycles, their persistent structural advantages, three common misconceptions, and why current market conditions present a particularly compelling entry point.
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White papersPowering the digital age: Data center trends and opportunities
The piece highlights the accelerating demand for data centers as critical infrastructure in the digital economy, pointing to potential long-term real-estate growth driven by technological adoption, cloud demand and structural shifts in real-assets use.
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White papersThe Nuance in Net Zero
Effective measurement of progress toward net-zero alignment has never been more important to investors and companies that have adopted net-zero ambitions.
