United StatesUK quantitative tightening: a ‘canary in the coal mine’ for central bank strategy
The Bank of England’s gilt sales have contributed to soaring UK government yields, exacerbating the country’s fiscal vulnerabilities
Chip designers hold the key to cheaper AI
Tumbling costs of artificial intelligence models will broaden their application, driving demand for more efficient chip designs that maximise computational power
German elections: a fork in the road for Europe’s largest economy
Loosening the fiscal ‘debt brake’ could unlock economic growth in Germany and support European risk assets
Global Opportunities Strategy
We believe the transition to a more sustainable global economy provides a helpful backdrop to construct high conviction, low turnover equity portfolios that are well positioned to achieve long term capital growth.
Leaders Strategy
A long-only, all-cap global equities strategy investing in Environmental Markets.
US Environmental Leaders Strategy
A long-only, all-cap US equities strategy investing in Environmental Markets.
Global Social Leaders Strategy
A diversified, global equity strategy that seeks to invest in companies that offer strong corporate cultures and that provide products or services benefitting society.
Impax Funds
Mutual funds focusing on the investment risks and opportunities arising from the transition to a more sustainable global economy.
Outlook 2024: Why prospects for a more sustainable economy remain undimmed
We share our perspectives on key themes that we believe will shape opportunities in global markets in 2024 and beyond.