Alternatives
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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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The opportunities and challenges of international trade in agriculture
An imbalance between limited natural resources and the growing appetite for farm products makes agricultural trade critical to meeting global food demand, bringing with it further opportunities for agricultural producers, agribusinesses, and investors.
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Asset-based lending market opportunity: wide open with potential yield
Private asset-based lending is critical to the global economy and is an opportunity that we believe is impossible to ignore.
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Building portfolio resilience at the macro level
When is the right time to allocate to macro? Low-correlated strategies such as global macro are designed to be strategic allocations.
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