All Alternatives articles – Page 5
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White papersThe Dollar and the Euro: On a Path to Parity?
Why we think it could take longer than expected, with better entry points still to come.
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White papersCOP29: Temperature Overshoot, Policy Undershoot
As COP29 gets underway, we consider the meeting agenda against the background of both the climate itself and recent progress on climate policy and financing.
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PodcastESG Thema - Lessons learned from COP16 and COP29 for Sustainable Finance
The year 2024 marked a significant moment for global environmental discussions, with the convening of three major conferences, with two having already occurred – COP 16 for the Convention on Biological Diversity (CBD) in October in Cali, Colombia; and COP29 for the United Nations Framework Convention on Climate Change (UNFCCC) in November in Baku, Azerbaijan – and a last one scheduled to take place December, also called COP16, but for the United Nations Convention to Combat Desertification (UNCCD) in Riyadh, Saudi Arabia.
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White papersGold and geopolitics
“Gold prices may fluctuate in the short term, but metal is expected to potentially provide stability, over the medium term, as a result of geopolitical tensions and deteriorating government finances.”
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WebinarWebinar Replay - What’s Your Alternative?
To examine institutional use of private market assets, PGIM and Institutional Investor’s Custom Research Lab partnered to survey more than 250 investment decision makers at institutions in Europe and the Middle East, representing approximately $10 trillion in assets under management. Private assets make up ~25% of current respondents holdings, but what does the future hold? We take a closer look at how allocators across EMEA are thinking about private alternatives.
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White papersInvestment Outlook 2025 – Opportunities in a volatile world
The widespread expectation of the global economy heading for a soft landing will be put to the test amid major political change and the risk this creates for economic stability.
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PodcastOuterblue RI – How is Shareholder Stewardship shaping the future of corporate sustainability?
Stewardship activities, like engagement and voting, are increasingly seen as effective tools for promoting corporate accountability, enhancing long-term value, and driving sustainability.
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White papersTransitioning to a riskier, messier and diversifying world
Our analysis suggests that the level of geopolitical risk will rise over the next few years. The trends that lead us to this conclusion are likely to also play out in 2025. Our Geopolitical Sentiment Tracker shows that more countries now have poor bilateral relations, while Russia’s ties with Iran, North Korea and China are deepening.
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White papersESG that thinks not just in years, but in decades
Our investment professionals and environmental, social and governance (ESG) specialists take on topics that matter.
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White papersCOP29: Will it deliver on climate finance?
The COP29 climate negotiations will take place in Baku, Azerbaijan, from 11-22 November. The headline objective is to agree a new target for the provision of climate finance to developing nations, superseding the goal set in 2009 to deliver $100 billion a year by 2020.
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White papersToo risky to cover?
As extreme weather events increase in frequency and severity, insurance losses continue to mount. Some areas exposed to the worst climate risks are now seen as too risky to cover. Michael Yamoah, Navishka Pandit and Judi Tseng assess the implications.
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White papersAn unquenchable thirst
Competition for water is already a flashpoint in certain regions, and this is likely to intensify as the world warms and city populations grow. Joanne Beatty and George Watson explain how we engage with companies about their use of water, particularly in areas of scarcity.
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White papersEngagement has a crucial role to play in the green transition
The transition to net zero cannot be achieved without directly tackling carbon-intensive industries. Investor engagement can provide a vital platform to facilitate change among high emitters.
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White papersMitigating risk with sovereign environmental, social, and governance bonds
Generating compelling investment returns while addressing the issues around climate change can be daunting. How can sovereign bond investors incorporate the growing investment risks? How can they quantify these risks and implement appropriate protections? And what about engaging with sovereign bond issuers?
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White papersThe new nature of business: integrating biodiversity into finance
As the world confronts climate change, the financial sector faces the challenge of preserving biodiversity - an essential factor for fostering a sustainable economy. By integrating biodiversity into decision-making and investment practices, financial institutions can help protect the planet’s natural resources while generating sustainable returns for investors and society. The economy’s dependence on nature makes biodiversity loss a significant risk for companies, especially as regulations tighten.
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White papersThe Challenging Sustainable Investing Landscape
The incorporation of sustainability factors in investment decisions has become increasingly common in the portfolios of institutional investors over the past decade. This has been primarily driven by investors who may be focused on risk management, responding to new regulations, making investments that align with their values, or seeking to enhance long-term performance.
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White papersGreening the grid: data centres address their footprint
The world’s surging adoption of Artificial Intelligence in our daily lives is accelerating the demand for data centres. It is also drawing attention on the sector’s growing demand for energy resources and the impact of greenhouse gas emissions on the wider economy.
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White papersThe power of additionality: Why impact investing should focus on building companies that otherwise wouldn’t exist
As impact investing continues to grow, one of its most essential principles—additionality—is becoming a central topic of conversation. In simple terms, additionality refers to the idea that an investment has a positive societal impact that would not have occurred without the intervention of that capital. While it’s easy to focus on financial returns and measurable impact metrics like carbon reduction or jobs created, additionality raises a more profound question: Are these companies addressing problems that would remain unsolved without their innovation?
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White papersReconciling alpha with sustainability in impact investing
For over a decade, the investment world has undergone a true paradigm shift. Led by ethically minded pension funds, endowments, and a new generation of investors, this shift reflects a growing commitment to investments that support businesses tackling environmental and social challenges.
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White papersBeyond renewables: Investing in the global energy transition
The global push to decarbonise will require investment in a wide range of technologies and infrastructure, bringing a diverse array of potential opportunities for investors.
