All Alternatives articles – Page 9
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White papersStablecoin: extending the reach of money into the digital era
By combining the payment efficiency of blockchain technology with the value stability derived from being pegged to the world’s reserve currency (USD), stablecoins have emerged as a monetary invention that some believe could revolutionise the financial world. While other countries are promoting stablecoins denominated in their own currencies, the recent passing of the GENIUS Act marks a major milestone: it represents an explicit endorsement from the US government that could push stablecoin development and adoption into high gear.
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White papersGold is on track for a strong year
Gold prices set new record highs recently above $3,700 per ounce and are on track to deliver returns above 40% this year, the strongest yearly performance since 1980. This stellar performance follows already strong gains in 2023 and 2024, and compares with the long-term average annual return of around 6.0%.
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White papersOur new AI assessment of engagement sentiment
The Global Equity ESG team outline how they are using AI to elevate their engagement discourse to uncover a more nuanced view of company trajectories.
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White papersWhen down is up and South is North: Trade finance and tariffs
Tariffs continue to dominate headlines, drawing the focus of policymakers, businesses and consumers alike. These trade barriers, often enacted to shield domestic industries, can have profound effects on global commerce. A well-structured trade finance strategy offers investors the potential ability to seize these emerging opportunities.
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White papersCharting new currents: Top 10 with… Interview with Joe Sciortino on private credit
Amid tighter regulation, macroeconomic uncertainty, and changing bank appetites, investors are increasingly looking to private credit for stability and opportunity.
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White papersCryptocurrencies break into the mainstream
The digital asset landscape is undergoing a profound transformation, partly due to regulatory shifts that are lowering some of the barriers that previously deterred regulated financial institutions from entering the market. After years of being dominated by retail investors and early adopters, institutional interest in crypto assets is now emerging and has the potential to shape how the ecosystem matures, as well as how its credibility evolves.
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White papersBeyond politics: Unlocking the value of diversity and inclusion
While recent political pushback has seen diversity, equity and inclusion (DEI) slip down the agenda, we believe there are still significant opportunities for investors in this area. Thembeka Stemela-Dagbo, Sustainable and Impact Equities Fund Manager, explores the key reasons for investors to promote DEI, and the potential risks of failing to do so.
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Asset Manager NewsGLP Capital Partners (“GCP”) recognized at AsianInvestor Asset Management Awards
GCP named Best Alternatives Manager and Hidden Hill Capital named Best Private Equity Manager
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White papersAlternative realities: Behind the headlines of the private markets megatrend
Alternative investments have transitioned from peripheral allocations to central pillars of institutional and private wealth portfolios. Amid persistent inflation, rising interest rates, and global uncertainty, investors are questioning the viability of traditional 60/40 portfolios. The shift is driven by the need for diversification, durable yield, and reduced reliance on public markets. Structures like multimanager platforms, evergreen formats, and curated fund-of-funds are enabling broader access. Private market AuM reached USD 11.7 trillion in mid-2022, with private wealth expected to contribute up to USD 1.3 trillion by year-end. The focus is now on how best to allocate, not whether to do so.
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White papersHow to construct an alternatives portfolio - Beyond 60/40: Building resilience through diversified alternatives
For decades, the 60/40 portfolio – 60% equities and 40% bonds – was the cornerstone of wealth management. Yet, the traditional model is facing significant headwinds. Changing macroeconomic conditions, inflation uncertainty, and shifting equity-bond correlations have all eroded the reliability of this approach. In this context, alternative investments are gaining attention as a potential complement to traditional strategies.
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White papersInfrastructure Investor - European Fund Management Roundtable
Read Infrastructure Investor’s recent European Fund Management Roundtable featuring Joost Bergsma, Global Head of Clean Energy for Nuveen Infrastructure, where he discusses the key dynamics facing the European energy markets, and why he believes the region is becoming an increasingly attractive destination for institutional investors seeking stability in clean energy investment.
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White papersAlternative opportunities 2025: outlook and methodology | USD | Q2 update
We remain neutral on how we’re allocating risk within our alternatives portfolio due to elevated downside growth risks, high equity valuations, and benign capital markets activity. In general, we’re more defensive, favoring private debt and hedged strategies versus private equity.
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White papersNatural Capital and Economic Growth
This paper examines the complex relationship between natural capital and long-term economic growth. Specifically, we review resource-based growth theories and various modeling approaches. In most frameworks, natural capital is considered an additional production factor that supplements traditional inputs. However, we highlight a common conceptual confusion between economic wealth (a stock) and economic growth (a flow).
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White papersChasing the sun: China leads global race to build solar power
China has significantly increased its solar power capacity in recent years and it now leads the pack globally, surpassing all other countries combined. As different regions adopt varied approaches to renewable energy, the global energy transition is complex and operates at multiple speeds.
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White papersIn Choppy Waters, Gold Remains a Firm Anchor
The sudden threat of U.S. tariffs on gold bars took markets by surprise—and reaffirmed our enduring investment case for gold.
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White papersThe Red Thread for alternatives – Edition July/August 2025: Our monthly insights into alternatives
The trade situation in the US has developed, with more trade deals being negotiated. The agreement between the US and the EU imposes a 15% tariff on most European imports to the US, which is lower than the 20% originally proposed on ‘liberation day’ in April. Moreover, the US economy has held up well so far, showing strong growth in 2Q25, more than reversing the decline in 1Q25, which had been driven by a jump in imports ahead of tariffs.
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White papersInfrastructure inflows: trickles turn to torrents
A heightened pace has returned to unlisted infrastructure fundraising in the first half of 2025, following a subdued 10 quarters since the rate hiking cycle commenced in mid-2022. The latest indicators show the final closes of closed ended funds raised USD 116 in 1H25. This exceeds the total raised in all of 2024, as well as matching the surge of inflows seen in 1H22, when the asset class benefited from the anticipation of the US Inflation Reduction Act and earlier Infrastructure Investment and Job act. The fact that the fundraising market has managed to match this pace, despite a more challenging monetary and geopolitical backdrop, is testament to investors’ ambitions for greater exposure to the asset class.
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White papersFinding Homes for all Those Zettabytes
As data usage continues to explode, the digital-storage industry is racing to innovate. Here’s a fun fact for summer beachgoers with a taste for tech: Bytes of data now well exceed grains of sand. Thanks to advancements in artificial intelligence (AI), demand for data storage is simply exploding—and the raw numbers are staggering to comprehend.
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White papersRelative-Value Macro: Finding Friends Outside the Trend
Trend-following may struggle in range-bound markets, but it’s not the only macro approach.
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White papersThe future of nuclear energy: Fact, fiction and fission
What role should nuclear power play in the energy mix? Answers to this question have differed across countries and over time. Though policies and uptake across the globe remain varied, there’s now growing interest in both established and new reactor technologies – even in some countries that have historically been wary.
