Insights

Latest posts
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Accommodating an ageing society

Demographic trends and limited new supply shape supportive dynamics for leaders in the US senior housing market

13 March 2025

Treating the forever problem of PFAS

We believe that consumer demand and litigation in the US will drive sustained adoption of innovative water treatment solutions, despite regulatory uncertainty

7 March 2025

UK 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

25 February 2025

Strategies

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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