Denying climate causality won’t alter the rapidly changing investment landscape
The onward march of clean technologies will continue, despite polarisation on climate issues, creating opportunities for rational investors who can see through the fog of political rhetoric
Why ‘A’-rated debt may be the riskiest in 2025
Strong corporate balance sheets and minimal downgrade penalties could encourage a leverage-fuelled M&A boom
Medtech innovation: dissecting inefficiencies in healthcare delivery
Technological advances including new procedural methods and robotics are improving surgery and enabling healthcare systems to treat more patients
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.