All Alternatives articles – Page 4
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InterviewAgriculture and forestry offer investors a path to biodiversity
Institutional investors increasingly view biodiversity loss as a systemic risk, yet investing in solutions remains challenging. The theme feels abstract, projects are small-scale and returns are uncertain. According to Karel Nierop, Head of Products & Solutions at Triodos Investment Management, agriculture and forestry offer a concrete way to start. “By linking biodiversity to sustainable land use, we present a solid business case with positive impact and returns.”
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White papersThe Scarcity Trade: Why Critical Metals Are the Real AI Play
Commodities are entering a new structural phase defined by scarcity, geopolitics and surging demand for the metals underpinning AI, electrification and defence. Yet financial markets remain largely unprepared for the physical supply constraints required to build it — creating a compelling opportunity: critical metals offer both return potential and a natural hedge to AI risk.
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White papersBroadening perspectives: Top 10 with… Interview with Ulrich Keller on UGA Solutions
As investors seek broader diversification across alternative asset classes, Unified Global Alternatives (UGA) – Solutions is evolving to meet these demands with flexibility and scale.
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White papersHow North American insurers are positioning for 2026: From building to optimizing
One forecast is a data point. Two hundred and thirty-eight of them start to tell a story. Nuveen’s fourth annual EQuilibrium insurance survey reveals how North American insurers are navigating 2026: maturing their private credit allocations, quietly shifting geographic exposure and leaning into the infrastructure opportunities created by AI and the energy transition. Explore the full survey to see how your peers are positioning and what it might mean for your own outlook.
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White papersMeeting the stewardship goals of universal owners
With the publication by EOS at Federated Hermes Limited of its 2025 Annual Review of engagement and voting highlights, Leon Kamhi, Head of Responsibility and EOS, reflects on three key trends dominating the global economy and how these are impacting stewardship.
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PodcastRenewable energy in focus amid the energy shock
What do current events in the Middle East mean for the clean energy sector? How can vulnerability to fossil fuel shocks be reduced?
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White papersUnpacking Asia’s 2025 Sustainable Finance Playbook
Asia is stepping up as a focal point for ESG regulation innovation, demonstrated by a market-calibrated approach that is increasingly aligned with international standards.
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White papersGlobal Equity ESG Annual Report: Navigating Volatility with Purpose
As climate change reshapes energy, food and water systems, physical risk is becoming ever more financially material. In this report, the Global Equity team discuss their approach to assessing physical risk – at a company and portfolio level – and outline where they see future opportunities.
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White papersFive reasons to consider an allocation to farmland
With markets still volatile and inflation never far from mind, investors are increasingly looking beyond traditional asset classes for stability and steady returns. Farmland has quietly delivered both for decades, offering income, capital appreciation, and inflation protection while holding steady through recessions. If you’ve been curious about what agricultural land could bring to a portfolio, the data might surprise you. Explore the full piece to see why farmland deserves a closer look.
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White papersInfrastructure: The times they are a-changin’
Essential assets are evolving, linking conventional services with emerging technologies and security needs. Bob Dylan’s enduring classic “The Times They Are a-Changin’” wasn’t just about politics or culture—it was about recognising when a new era is breaking over the horizon.
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White papersOil and gas back in the spotlight
“In the Iran crisis, oil is the key transmission mechanism through which tensions spill over into the global economy: a total disruption of the Strait of Hormuz is the decisive trigger that can turn an energy shock into a broader macroeconomic shock.”
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White papersUnified Global Alternatives – Hedge Fund Bulletin: January 2026
Global markets delivered broadly positive performance in January, supported by improving risk sentiment amid elevated sector rotation, higher dispersion, the start of the corporate earnings season, and the nomination of the next US Federal Reserve chair.
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White papersOn solid ground: foundations of real assets investing
From data centers and regulated utilities to industrial warehouses and multifamily housing, listed real assets are quietly doing some heavy lifting in today’s portfolios: offering diversification, inflation protection and income that traditional stocks and bonds simply can’t replicate. With valuations at attractive entry points and secular demand trends only accelerating, the case for real assets has rarely been stronger. Read the full piece to see why now may be the right time to take a closer look.
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White papersRethinking institutional cash: The role of public debt money market funds
The focus of attention in institutional cash management has shifted from operational efficiency to strategy. Market volatility, a changing interest rate environment, greater counterparty awareness and evolving regulation have led to renewed scrutiny of how professional investors manage liquidity. For many, the objective remains capital preservation and immediate access to cash, but the tools to achieve it are evolving.
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BlogInvesting in nature is investing in resilience
Here in the Netherlands, we have enjoyed 80 years of peace, food security and abundance. We’ve become accustomed to it. It’s almost impossible to imagine life without clean water running from our tap or picking up some fresh groceries. But the rapid decline in biodiversity is putting these certainties at risk, making us unnecessarily vulnerable in times of geopolitical instability.
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White papers2026 Hedge fund investor barometer
At Amundi Alternative and Real Assets, we are dedicated to building long-term relationships with our clients and partners, which are rooted in proximity and authenticity. Guided by the belief that tomorrow’s economy must unlock new opportunities, we act as facilitators, bringing the right solutions and experts at the right time.
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White papersIlliquidity premia in private debt
Our private markets research team have crunched the Q4 2025 data. They explain how evolving macro conditions are reflected in private debt returns.
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Interview“Battery storage crucial for next phase in energy transition”
The volumes from wind and solar power have become so large at peak times that the grid cannot cope. That’s sign of success, but we now need to solve this grid congestion. Fund manager Sonja de Ruiter and senior investment manager Kay van der Kooi of Triodos Energy Transition Europe Fund see battery storage as the perfect solution. This requires enormous investments, in which professional and institutional investors can play an important role.
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White papersJapan’s Paradigm Shift
A landslide electoral mandate could speed up reforms, support domestic demand and push corporate cash into higher returns—key ingredients for a more durable re-rating of Japanese risk assets.
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White papersIndia’s Clean Energy Moment
Will India’s policy push create the de risked clean energy opportunities of the decade?
