United StatesAI’s double-edged role in the sustainability revolution
How should investors view the trade-offs between AI’s rising consumption of resources and its positive applications? Here we explore AI’s role in enabling climate solutions and how we should approach the challenge of its negative impact on the environment.
Turning down the dial on cooling-related emissions
More efficient refrigerants, heat pumps, thermal storage and systems automation can keep buildings cool with a lower environmental impact
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.
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.