All Alternatives articles – Page 47
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White papersGlobal Equity ESG marks six-year anniversary
Six years ago, we launched our Global Equity ESG strategy. The aim was simple: achieve capital appreciation by investing in global equity securities with favourable ESG credentials. Today, we assess how it has achieved this objective since inception.
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White papersSDG Taxonomy
We believe that companies which contribute to achieving the Sustainable Development Goals (SDGs) are capable of creating positive social and environmental impacts – and are also exposed to the drivers of future growth. We created the Hermes SDG Taxonomy to find investment opportunities directly connected to the goals by identifying impactful businesses poised to be the growth champions of tomorrow.
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White papers
Evaluating the Effects of China’s Pork Crisis
African swine fever is ravaging China’s pork supply and having a global impact on protein prices. For equity investors, the crisis serves as a reminder that even amid trade-war uncertainty, research into domestic trends can help investors access the country’s vast stock market.
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White papersSink or swim: buoy portfolio returns with illiquid assets
With public equity markets trading close to all-time highs and low yields available from bonds, interest in private assets like infrastructure and private equity has risen.
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White papersInvesting for Impact: Our Take
In early 2019, Stephanie Braming, CFA, partner, global head of William Blair Investment Management, participated in The Economist’s Investing for Impact conference in New York City. We later sat down with her to discuss sustainability, environmental, social, and governance (ESG) factors, and the changing demands of the industry.
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White papersAmplified: the social and economic story of Wellington Place
Intrinsic to our ability to generate positive impacts through RPI is the concept of meaningful place-making: urban places where people want to work and live, in which they take great civic pride, and which they want to support through social, economic, leisure and community-based activities.
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White papers
Gold/Silver Options Skews: Upside Risk Ahead?
U.S. monetary policy exerts a strong influence on the skewness of currency, gold and silver options. In a normal monetary environment where short-term interest rates are well above zero, investors tend to be more concerned about gold and silver prices rising abruptly than falling.
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White papersAdopting An LDI Approach Throughout The Investment Value Chain
The insurance business model is fundamentally based on underwriting and managing risks: insurance companies are contractually bound to meet specific obligations and as such structurally driven by liabilities.
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White papersWho Will Lead The World Economy?
When we talk about leadership, we also talk about rivalry… and 2018 was undoubtedly a particularly emblematic year of rivalry, especially between the United States and China, and to some extent, between the United States and Europe.
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White papers
Energy Options Skews: Beyond Supply Shocks
The U.S. shale oil revolution has given out-of-the-money put options a persistently negative skew over the past decade, overshadowing likely supply woes.
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White papersEmerging Market Green Bonds - Report 2018
In October 2018, the Intergovernmental Panel on Climate Change (IPCC) urged the world to intensify its efforts to combat climate change by meeting the goal of the 2016 Paris Agreement to limit global temperature increases to 1.5 degrees Celsius.
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White papers
The Short and Long of Oil
Short-term forces centered on supply constraints are driving the oil market higher but increasing fuel efficiency could temper prices over the long term.
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White papersImpact Report, Q1 2019
Plastic is a versatile, ubiquitous material in today’s fast-moving economy. But it is also one (big) example of the challenges we face when trying to transition to a circular economy.
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White papers
Climate-Proofing an Equity Portfolio
From rising sea levels to catastrophic weather events, investors can’t afford to ignore the risks of climate change. Since many companies would be vulnerable if current climate forecasts materialize, asset managers may want to consider climate change in their equity research process and engage management teams on the subject.
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White papers
Fed's Five Critical Issues
The Fed is facing five issues that could play a key role in its forward guidance on monetary policy, chief among them being the trade war and the economy.
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White papersEconomic Modeling Of Climate Risks
Climate change is a subject that has been largely addressed from both macroeconomic and energetic standpoints. Integration of climate variables and natural capital into the traditional economic framework can appear conflicting with the notion of infinitely growing economies exploiting finite resources, which questions the sustainability of neoclassic economic growth models.
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White papers
Treasury Options Skews: Investment Signals or Noise?
Nearly all options markets exhibit some kind of natural skewness. For example, out-of-the-money (OTM) put options on equity index futures are typically cost more than OTM call options as investors typically fear a sudden fall in stock prices more than a sudden rise and, hence, are willing to pay more for protection to the downside than upside.
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White papersSustainEx: Quantifying the hidden costs of companies’ social impacts
Andrew Howard, Head of Sustainable Research, explains the rationale and analysis behind Schroders’ ground-breaking SustainEx tool and how the societal costs it measures could affect future corporate profitability.
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White papers
Portfolios and Investing: If/When “Winter” is Coming?
Did the Fed over-tighten monetary policy with its nine rate hikes, paving the way for an investment ‘winter’ in equities and bond markets?
