United StatesRecent Posts
The ‘inverted pyramid’: winners from new US food guidelines
The US government’s action to shift the national diet towards nutrient-rich foods provides tailwinds for companies in ‘real food’ supply chains and reformulation
Three reasons to (still) be optimistic about high yield bonds in 2026
Despite rising bond issuance, the global high yield market continues to be supported by the economic context, elevated yields and strong corporate fundamentals
2026 Outlook: Targeting resilient opportunities from economic transformation
Looking into 2026, we share perspectives from our Listed Equities, Fixed Income and Private Markets teams.
A lens on the transition: Financials
Impax’s analysis of key sustainability-related themes disrupting the Financials sector and their impact across a set of sub-industries
Clarity in investing begins with clear language
The overdue reassessment of unhelpful terms and acronyms is vital to re-establishing the boundary between investment and values, and to help ensure investors understand long-term risks and opportunities
Shifting consumer habits drive the resilient growth of digital platforms
The structural shift in consumer spending towards services and experiences, and increasingly from in-person to online, supports the durable growth of innovative leaders in digital services