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Investors are placing ever-greater focus on the carbon intensity of their investments, with equity portfolios often first in line for implementation. Yet, while carbon commitments can represent a positive step within a broader ESG agenda, applying reductions in an overly simplistic way can lead to problematic consequences—undermining both investment-related goals and environmental ones.

The first half of 2022 saw Alternative Risk Premia (ARP) strategies deliver—at last— meaningful positive returns during an equity market downturn. This result is of major significance for a group of strategies that have often been criticised for their performance during bear markets. What does this mean for the future of ARP strategies? And why do so-called ‘fundamental’ market downturns favour ARP while ‘technical’ ones may not?

Following the considerable market losses endured in the first half of 2022, investors are taking the opportunity to weigh their own results and reassess resilience. Portfolio diversification, ‘defensive’ factors, ‘market-independent’ strategies and more explicit forms of protection such as risk overlays are all under scrutiny, with H1 bringing some notable disappointments as well as successes.

Rising interest rates and inflationary forecasts continue to underpin strong demand for Leveraged Loans, thanks in large part to their floating rate characteristics. Yet investors seeking to introduce dedicated exposure to this asset class can face significant implementation challenges.

When it comes to selecting and working with external asset managers, larger asset owners have a dual responsibility—says Majdi Chammas of Första AP-Fonden (AP1), one of Sweden’s four pension reserve funds with more than SEK 460 billion (USD 47 billion) in assets. “We should push the industry, not only to help our own fund,” he observes, “but to benefit other investors: smaller investors, for example, who do not have the capacity to push for change.

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  3. Ukraine Impact: Are Active Managers Providing Protection in Emerging Market Debt?
  4. Alternative Risk Premia Strategies Revive and Evolve after Pandemic Rout

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