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Alternative Perspectives
Insight from our Diversified Alternatives team to help clients navigate the markets and opportunities ahead.
Latest Insights
Global dividend payouts reach Record Q3 high
Dividends jumped by a record 22% to reach $403.5 billion – an all-time high for the third quarter.
COP26: reflections, responsibility and legacy
In the aftermath of COP26, we provide perspective on key developments and what they could entail for the asset management industry.
Emerging Markets: Why then, why now?
Portfolio Manager Daniel Graña on the case for EM Equities and what led him to spend his career focused on emerging markets.
Global Natural Resources: COP26 perspective
Daniel Sullivan, Head of Global Natural Resources, discusses what COP-26 means for natural resources investors and the opportunities arising from a climate-conscious world.
COP26 week two: coal, carbon-trading and climate change funding
During the second week of COP26, delegations have delved into more detailed talks as they seek to make progress before the conference’s close on November 12.
Is decarbonisation an opportunity for emerging markets?
Paul LaCoursiere chairs a World Climate Summit Investment COP panel discussion with academic, business and government experts to discuss the opportunities and challenges that decarbonisation presents across emerging markets.
Changing perceptions: natural resource companies are providing solutions to support net zero
Portfolio Manager Tim Gerrard explains how natural resources companies – specifically industrial gas suppliers – are supporting the transition to zero carbon by developing products and services that help consumers and other entities reduce their carbon emissions.
Supply chain crisis fuels insatiable demand for warehouses
The global supply chain crisis is creating further tailwinds for industrial real estate, according to the Global Property Equities Team.
COP26: “Finance Day” commitments amid greenwashing backlash
The latter half of week one at COP26 focused on the finance industry’s role in reducing emissions, including potential impending reporting and regulatory requirements.
Emerging markets now fertile ground for innovation
While the pandemic has increased near-term risk, the rise of innovative and value-added industries should place the future trajectory of emerging markets on more stable footing, Daniel Graña and Matt Culley argue.
COP26: Deforestation, Methane Emissions and Decarbonization in Focus
COP26 so far has seen a focus on deforestation, the reduction of methane emissions and decarbonization of steel production and coal usage
Despite sell-off, healthcare fundamentals appear strong
Like the broader equity market, healthcare stocks experienced bouts of volatility during the third quarter. But attractive valuations, continued innovation and an uptick in merger and acquisitions could help lift the sector, says Portfolio Manager Andy Acker.