All Alternatives articles – Page 45
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White papersMarket weekly – Healthcare, an investment theme for the coming decade
Both US and global healthcare stocks have outperformed their respective broader markets during the coronavirus pandemic. This is just the start of a long-term trend, says Jon Stephenson, senior portfolio manager for US equities and specialist for healthcare innovators in our Boston office. In this week’s podcast Daniel Morris, senior market strategist, discusses with Jon why healthcare stands out as the sector that may become the investment theme for this decade.
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White papersBuilding back better: why climate action is key to a resilient recovery
As the world begins to plan for a post-pandemic recovery, we contend that governments across the world can maximise the longer-term benefits by ensuring that stimulus measures are combined with efforts to tackle climate change, thereby creating a more sustainable and resilient future for all.
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White papersG4S case study
G4S has significantly improved its health and safety standards and performance. It has come a long way to achieve this since EOS began engaging with the company in 2009 on health and safety management.
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White papersA look at why insurance-linked securities are largely immune to the Covid-19 volatility
Insurance-linked securities have been almost unaffected by the market turmoil linked to coronavirus. We look into the mechanisms that make them more resilient.
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White papersESG & Factor Investing: a new stage has been reached
ESG Investing is evolving extremely rapidly, in Europe and abroad. The importance of taking into account environmental, social and governance factors in investment decisions has become more acute with the coronavirus. Past Amundi research has underlined that ESG integration has been a driver of alpha since 2014.
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White papersCorporate Responsibility | A Moment of Truth
Pushed to its very limits, mankind reveals its true nature. As the health, economic and market crisis unfolds, and at a time when maximizing profits and shareholder returns is no longer the priority, the sincerity of corporate responsibility is being put to test.
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White papersThe Historical Impact of Economic Downturns on Private Equity
An assessment of private equity return patterns in two recent significant downturns.
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White papersPastures new: Asset Liability Management in today’s reporting environment
The methods that insurers use to report profit to shareholders and solvency to regulators have been changing. This is the result of new accounting standards and solvency capital regulation in many markets.
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White papersQuantifying impact: measuring and managing effects on people and the planet
As responsible investing (RI) moves into the mainstream, investors are increasingly looking for strategies that go beyond traditional environmental, social and governance (ESG) principles to produce measurable benefits for people and the planet. In response, many RI programs are now expanding to embrace what are known as “impact investing” strategies.
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White papersOpportunities in alternatives: Don’t waste a crisis
Diversification and resilience are key investment attributes for navigating volatile markets and an uncertain economic outlook. Alternative asset classes are a rich source of both. Experts from Nuveen and its affiliates share their views on potential opportunities for institutional investors.
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White papersWill Covid-19 prove a pivotal moment for climate change?
Policymakers should use the current crisis to inject similar urgency into climate policy and accelerate the transition to a low-carbon economy.
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White papersImpact investing: Choice precedes fate
The temporary lockdown of half of the world’s population has yielded some remarkable imagery. You may have seen satellite pictures showing a significant reduction in nitrogen dioxide emissions in the atmosphere. Natural environments appear to be enjoying some respite.
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White papersThe coronavirus and our relationship with nature
The coronavirus crisis has highlighted the importance of sustainability-focused risk management and effective stewardship activities. In this series of articles, we will explore the links between infectious diseases, environmental issues and social sustainability, alongside the role of investors and companies. In part one, Sonya Likhtman looks at how the destruction of ecosystems can increase the risk of pandemics.
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White papersPrivate Equity Perspectives “Moving from Defense to Offense”
David Stonberg, Global Co-Head of Private Equity Co-Investments, provides an update on the private equity market and discusses deal activity in the Co-Investment space.
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White papersSix Considerations for LPs Navigating Private Market Uncertainty
When it comes to finding clarity in an environment mired in uncertainty, an open dialogue between LPs and GPs is as critical as ever.
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White papersOil demand – Over the hill and far away
Demand for oil may recover in line with the post-pandemic bounce-back in economic growth. However, longer term, it will resume the downtrend that was visible already amid the structural pressures on demand that look likely to be reinforced by the changes in behaviour resulting from the measures taken around the globe to contain the spread of COVID-19.
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White papersOil: Demand on Remand
Mark Lewis, Global Head of Sustainability Research and Richard Barwell, Head of Macro Research at BNP Paribas Asset Management discuss the potentially lasting impact that Covid-19 and global lockdown is having on oil demand:
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White papersImpact Report, Q1 2020
Diabetes is one of the world’s four major noncommunicable diseases – and the number of adults with the disease is rising rapidly. In our Q1 2020 report, we explore the diabetes epidemic and innovative solutions to tackle this unmet medical need.
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White papersEarth Day 2020: a worldwide call to boost climate action
22 April 2020 sees the 50th anniversary of Earth Day, a global event to highlight support for environmental protection. Four years to the day from the signing of the Paris climate agreement, this year’s Earth Day has climate action as its theme.
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White papersSolving the plastic pollution problem
Plastic and packaging pollution is one of the most pressing global environmental threats and has become a material issue for investors. Only 14% of estimated plastic packaging is recycled globally. Of the remainder, around 14% is incinerated, 40% is landfilled, and 32% is ‘leaked’ to the environment.
