Time to shine? Capturing value from renewables
Conflict in the Middle East has further enhanced the competitiveness of renewable energy, but investors must remain selective
Mid-Year Equities Outlook 2026
In this paper, we discuss four themes that we believe are helping to shape the opportunity set for global equities investors as we approach the second half of 2026
Mid-Year Credit Outlook 2026
In this paper, we share our perspectives on each of the main sub-asset classes that we focus on within fixed income and identify key watch items for the second half of 2026
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.