All Alternatives articles – Page 4
-
White papersMore demand, less land: Supply-demand fundamentals of farmland
Global agriculture is facing a tightening supply of farmland while populations and food demand continue to grow. With these trends expected to persist and even intensify through 2050, Nuveen Natural Capital explores the primary drivers of land loss and what this collision of scarcity and demand means for farmland values.
-
BlogImpact investing must move faster
Last year really tested the impact investment market. Anti-ESG rhetoric grew louder, geopolitics became more volatile and capital more cautious. But stress has a way of clarifying priorities. Instead of retreating, we sharpened our strategy and focus, and the result was telling: a continued and growing interest in our solutions. The message is clear: serious investors have not abandoned impact.
-
White papers2026 Multi-Asset Outlook: Back to Micro
Many believe the economy will slow throughout 2026, with inflation remaining stuck near 3% and a deflating AI bubble keeping U.S. markets lagging others throughout 2026. A bit too much extrapolation, perhaps? We are optimistic that U.S. markets will likely resume their leadership positions in 2026, particularly as AI investment continues.
-
White papersGeopolitics: power as policy
Geopolitics: it’s now all about power and might, but core interests will hold
-
White papersAlternative alpha, Edition 2025/26: Our semi-annual insights into alternatives
“Good diversification means adding things that rhyme with nothing else in the portfolio.”
-
White papersEngineering Alpha at scale
Jon Glidden on Delta Air Lines’ pension turnaround and what alternatives can deliver
-
White papersThe great portfolio reset: How alternatives are changing the face of finance
As traditional 60/40 portfolios struggle in an era of persistent inflation and market volatility, institutional and private investors are turning to alternative assets as an additional source of returns and diversification. Jerry Pascucci and Johannes Roth examine the drivers and implications of this structural shift.
-
White papersResponsible Investment Views 2026
“Responsible investment is moving from aspiration to execution. Expectations for stewardship, especially in Europe, continue to intensify, and there is a growing emphasis on directing capital toward climate solutions that deliver measurable, real world impact.”
-
White papersEmbracing infrastructure opportunities: Infrastructure allocations gain momentum as investor interest grows
Infrastructure’s youth underpins growth in allocations
-
White papersIs the hedge fund juice still worth the squeeze?
How evolving fund structures, investor requirements and cross-asset innovation are reshaping the hedge fund value proposition
-
White papersImplications of the US move on Venezuela
Following a targeted US military operation, Nicolás Maduro and his wife were exfiltrated from the country and transferred to New York to face long-standing narco-terrorism charges. The capture itself reportedly did not involve extensive firefights, having been carefully planned to enable the safe insertion and extraction of US Delta Force and other units.
-
White papersEmbracing alternatives in a supply-driven world
Evan Brown and Ray Fuller explore how alternatives can help reinforce portfolios, manage risk and capture returns in this new world order.
-
White papersChina State of Decarbonization & Sustainable Finance Overview
China’s energy transition and sustainable finance ecosystem is vast and multifaceted, with meaningful implications for both generalists and sustainability-focused investors. This report provides key indicators and investment insights to help track and interpret that evolution over time.
-
Interview“Impact is not confined to private markets”
Impact investing is gaining ground in the equity markets. Henk Jonker, Head of Research Impact Equities and Bonds at Triodos Investment Management, explains what lies behind this rise and why this form of investment calls for people who look beyond the numbe
-
White papersThe future of health care: Medtech’s innovation hotspots
Chronic disease is on the rise and populations are ageing. Innovative medical technology (medtech) that helps address some of the resulting challenges to health and well-being offers significant growth potential.
-
White papersEuropean Securitisation reforms: Strategic investment insights for insurers
Securitisation is making a strategic comeback in Europe. On 29 October 2025, the European Commission published a Delegated Regulation amending Solvency II, significantly lowering the standard formula Spread SCR for securitisation investments.
-
White papersESG Thema #22 - Closing the gender gap in credit investing
Persistent gender disparities in economic opportunity and access to finance continue to constrain global growth and resilience – particularly in emerging markets, where institutional barriers remain deeply entrenched. According to the World Bank’s 2024 “Women, Business and the Law” report, eliminating discriminatory laws and practices that hinder women’s participation in the workforce could increase global GDP by over 20%, effectively doubling the global growth rate over the next decade. Reducing gender employment gaps could raise GDP per capita by an average of 35%, with productivity gains from workplace diversity contributing over half that value.
-
White papersInvesting in nature-based solutions
Natural capital has evolved beyond traditional timberland and farmland. Today, nature-based solutions offer investors opportunities to address critical challenges – climate change, biodiversity loss, food security – while pursuing attractive returns and portfolio diversification. Discover the powerful tailwinds driving this asset class, three emerging investment strategies that balance financial and environmental goals, and how private capital can help close the nature financing gap.
-
White papersCatalyzing capital for gender equality: A guide to scaling gender-inclusive investing
Gender lens investing has traditionally focused on use-of-proceeds instruments such as social and sustainability bonds that earmark a portion of proceeds for gender-focused initiatives. These predominantly corporate-issued instruments, though still a small share of the overall market, have grown steadily in recent years - from roughly USD 5 billion outstanding in 2020 to nearly USD 15 billion by the end of 2023. They play a critical role in catalyzing awareness, innovation, and market credibility, with built-in accountability and transparency mechanisms that remain central to advancing gender-lens investing.
-
White papersKey takeaways from COP30 for natural capital investors
As COP30 concluded in Brazil’s Amazon region, discussions reinforced the world’s commitment to coordinated climate action – and the essential role of private capital in achieving it. Nuveen Natural Capital’s Gwen Busby and colleagues were on the ground in São Paulo and Belém, observing emerging trends. Discover three key takeaways for investors focused on decarbonization, climate risk mitigation and sustainable land management.
