Alternatives
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Opportunities in asset-backed securities
Against a backdrop of ongoing uncertainty and volatility, investors may find themselves drawn to asset-backed securities—an asset class that offers the potential for high stable income opportunities and capital protection.
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The role of macro strategies across monetary policy regimes
As economic priorities evolve, central banks must carefully balance growth and inflation. Amid these transitions, macro hedge funds play a unique role in diversifying risk within investment portfolios. We take a closer look.
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Going long on permanent crops: long-term demand fundamentals of almonds and pistachios
Understanding the supply-and-demand fundamentals of tree nuts is critical for investors considering long-term investments in the agriculture sector. Learn why.
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Zeroing in on private credit: more than meets the eye?
Private credit has evolved from a mere financing appendage to more than a trillion-dollar asset class. What are the key drivers that altered the course of traditional lending? We trace the origins of this asset class to examine its role in portfolio construction.
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Regenerative agriculture: definition, implementation, and impact
Regenerative agriculture can play an important role as the challenge of feeding a growing population looms larger amid increasingly scarce natural resources. Learn more.
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Aircraft leasing investments: achieving lift-off through an alternative route
Global aviation has rebounded dramatically in the past two years, but the backlog in supply chain implies it will be some time before the delay in jet building can be resolved. Learn how these developments may lead to interesting opportunities for investors.
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Expanding the efficient frontier with natural capital investments
Analysis shows that U.S. timberland and farmland assets can potentially improve the risk/return profile of a multi-asset portfolio by shifting the efficient frontier.
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Investing in the power of nature
The crisis facing the world’s biodiversity has become front of mind for policymakers and investors in recent years. Investing in natural capital—the world’s stock of natural resources that combine to yield a flow of benefits—represents an exciting investment innovation that can achieve a range of positive impacts and create opportunities outside of traditional investment silos.
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Unlocking forest carbon opportunities
Carbon and timber value presents a spectrum of optionality: Our integrated property management team’s core focus on sustainability can enable forest carbon investment opportunities in addition to traditional timber value. Learn more.
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Direct lending outlook: four expectations for 2024
Learn why this very moment represents an attractive entry point for direct lending—and why it’s likely to continue shining as a critical part of a diversified portfolio.
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