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Enabling technologies core to the AI revolution

The artificial intelligence boom is underpinned by a rich ecosystem of hardware and software companies. Here we explore the tailwinds behind leading providers of chip design software tools, precision manufacturers, chip producers and computing infrastructure.

16 July 2024

Lifting the lid on impact bonds: 5 questions for investors

In this Q&A, we explore nuances of the asset class and how rigour and expertise can help investors navigate an expanding opportunity set

12 July 2024

The dangers of creating an echo chamber for corporate management

Three ways in which we believe Exxon’s recent lawsuit against its own investors is mistaken – and unwise

3 July 2024


Featured strategies and funds
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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.

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