All Alternatives articles – Page 8
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White papersMaking Biodiversity Investing Actionable
Biodiversity has risen up the sustainable investing agenda. However, investors are grappling with how to integrate this theme into their investment process and to understand what it means, what tools are available, and where to invest. At Goldman Sachs Asset Management, we have been working with clients to clarify their objectives and expand their analytical toolkits related to biodiversity to allow for more targeted investment integration.
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White papersIce cream for dogs: Why energy demand just cannot stop growing
Granular energy transition models all contain a tension between better energy efficiency due to technological progress, and the emergence of new energy use-cases. We look at examples of this dynamic in practice, and consider how it may impact energy demand in the coming decades.
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VideoYour Questions Answered: managing cash and liquidity
In our Q&A video series, Debbie Cunningham, CIO, Global Liquidity Markets, sheds light on our approach to managing cash investments and risk, our track record through different market environments, the outlook for cash products as rates fall, and the role they play in a long-term portfolio.
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White papersObesity drugs: a lifeline for global healthcare systems
The global population is expanding and at the same time, life expectancy is increasing. Chronic diseases are on the rise and the threat of infectious diseases is constantly evolving. All of this is set to place a massive strain on already-stretched healthcare systems.
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White papersESG Thema #18 - When extreme becomes the new normal: how to address physical climate risk
The science is clear: mitigation efforts alone cannot halt the negative effects of climate change. The world needs to prepare for physical climate changes even if we successfully meet the Paris Agreement goals. The increase in frequency and severity of acute climate hazards is expected to surge in the coming years, and will have a profound impact in several parts of the world. Moreover, the distribution of anticipated acute weather events is disproportionate and uneven, biased toward more vulnerable populations.
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White papersImpact of US elections on emerging market currencies
The results of the US presidential elections in November are set to have wide-ranging implications on the US dollar and emerging market (EM) exchange rates. In this piece, we examine what the outcome of the election could mean for EM currencies, through the impact on tariffs, sanctions, US fiscal policy, unorthodox economic policies and immigration.
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White papersSlow-speed crash? Problems for the European auto sector pile up
Healthy cash balances built up over the past three years will be tested as firms attempt to weather the four-pronged oncoming storm of labour relations, EV uptake, emissions regulations and China
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White papersGold maintains its glitter
“Gold has been shining bright this year on the back of expectations of Fed rate cuts and rising geopolitical tensions. The metal may be used as a potential source of resilience in portfolios in an overall diversified* approach.”
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White papersInvesting for resiliency with alternative credit
Investors have become increasingly uncertain of the investment landscape given the various economic and geopolitical factors which remain in flux. According to the Nuveen Institutional Investor Uncertainty Barometer, investors feel we are in a period of elevated macroeconomic and geopolitical uncertainty with 93% receiving an Uncertainty Score above the normal level of 50.
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White papersUnstoppable solar: powering the energy transition
Sustainable investment may be feeling the heat, but the energy transition is being spearheaded by the stunning growth of solar power. Ever-improving economics, high modularity and an indispensable role in the net-zero transition put this technology firmly on the horizon for long-term investment.
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White papersThe Fed “Recalibrates” to Buy Some Insurance
Rate-cutting cycles have tended to favor risk assets, so it was gratifying to see the central bank get started with a meaningful move.
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White papersThe energy transition: 10 essential indicators for insurers
A concerted global effort is underway to decarbonize industries, particularly the energy sector, through a series of policy and regulatory interventions. This international push, building on the momentum of the Paris Agreement, aims to create a more secure and sustainable future.
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White papersHow Cutting-Edge Energy Infrastructure is Delivering Old Fashioned Returns
The scale of change underway in energy infrastructure is enormous. But with a traditional approach and detailed understanding of the changing market, it is possible to deliver the kind of stable and predictable returns that investors have come to expect from an infrastructure allocation, says Ivor Frischknecht, Managing Partner, CIO Asia-Pacific at Sosteneo Infrastructure Partners, part of Generali Investments.
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White papersChurchill 2023 Sustainability Report
We are thrilled to present Churchill’s second annual Sustainability Report. Reflecting on the accomplishments of the past year, I am grateful for the many partnerships we’ve built. From collaborating with investors to refine our practices to engaging with organizations that provide invaluable insights to our investment teams, we are invigorated by the progress we have made together towards our sustainability goals.
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White papersEverything Everywhere All at Once
Investors often associate space with large corporations and government agencies such as SpaceX, NASA, JAXA or, more recently, Blue Origin and Amazon’s Project Kuiper. These entities evoke images of rockets, moon missions and high-risk ventures. However, the reality is that the space ecosystem plays a significant role in our daily earth-bound lives, a fact that is frequently underappreciated by the general public and even by seasoned investors.
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White papersTechnology Runs Through Asia
Across the “Golden Triangle” and beyond, Asian companies are forming a foundation for global technological growth and development.
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White papersToday’s Value Proposition, Diversification Through Alternatives
Chase McWhorter, Institutional Real Estate, Inc.’s managing director, Americas, recently spoke with Mike Trench, executive vice president in Heitman’s North American private equity group and an equity owner of the firm. Following is an excerpt of that conversation.
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White papersAI: Transformative technology 75 years in the making
ChatGPT’s arrival took the world by storm in 2022; it’s better to see it as the latest stage of how technology has been changing our lives for decades.
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White papersAddressing climate impacts and nature loss through real assets
The effects of climate change are a megatrend on a global scale, influencing the expected risk-return profile of real assets investments and the opportunity set for investors. The increasing frequency and severity of physical climate hazards, as well as nature loss resulting from changing ecosystems requires new ways of thinking about financial risk and return in real assets investments.
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White papersAn Introduction to Carbon Pricing
This study provides an introduction to carbon pricing mechanisms through micro- and macro-based empirical analysis.
