Fuelling the Next Economy
AI and geopolitics are reshaping energy demand—and investment opportunity.
AI and geopolitics are reshaping energy demand—and investment opportunity.
Infrastructure sits at the heart of today’s inflation story—connecting real-world costs, essential services, and long-term investment opportunities.
AI may grab headlines, but it’s the physical infrastructure behind it that’s quietly shaping the next phase of the digital economy.
Assessing the impact of excluding the Energy sector from the Impax International Sustainable Economy Fund’s investment universe.
As opportunities accelerate toward electrification, digitization, water systems, and energy efficient solutions, sustainable infrastructure is emerging as a durable, long-term opportunity for investors.
Global megatrends are driving a multi-decade cycle of infrastructure investment, supported by demographics, modernization needs and digital demands.
How a systematic approach to correcting international equities’ underweight to fast-growing sectors could boost long-term investment returns