Conflict puts the spotlight on energy efficiency solutions
The economics of many energy management and efficiency solutions look more compelling as elevated oil and gas prices highlight the global economy’s enduring vulnerability to energy shocks
Insights
Showcasing Impax’s original thinking on the challenges and opportunities arising from the transition to a more sustainable economy.
Filter
Enhancing agricultural efficiency – and resilience
Technological solutions are helping farmers address rising water and climate-related risks, improving yields and reducing the industry’s environmental footprint
European energy security lies in renewables
Conflict in the Middle East has again exposed Europe’s vulnerability to imported oil and gas, underscoring the urgent need for investment in a more resilient, renewables-led grid
Data centre securitisation: navigating a fast-growing asset class
Exploring the role of asset-backed and commercial mortgage-backed securities in data centre finance
Structural forces and their implications for global credit
How supercycles and secular trends are combining to reshape the landscape for fixed income investors
Is China becoming a leader in sustainability?
The country’s climate and industrial strategies, combined with evolving sustainability regulation and disclosure requirements, are shaping investment opportunities in global clean technology markets
Investing in an era of extreme weather
A Sustainable Markets Initiative report exploring how asset owners and managers can build more resilient portfolios
Enhancing the resilience of critical infrastructure
The pressing need to upgrade and expand infrastructure assets to meet rising demand and emerging risks supports investment opportunities within the power, water, transport and cybersecurity sectors
A lens on the transition: Healthcare
Impax’s analysis of key sustainability-related themes disrupting the Healthcare sector and their impact across a set of sub-industries
Beyond the ‘hyperscalers’: AI issuance in high yield markets
Investment grade has dominated AI-related infrastructure issuance, but there is an emerging breadth of opportunities for high yield investors – so long as they remain selective
Why corporate culture matters for gender equity – and returns
While progress on gender diversity in corporate leadership is currently reversing and many pledges are unravelling, our analysis identifies ongoing correlations between indicators of culture and financial performance
Is emerging market corporate credit back in vogue?
Five factors now combine to support the case for emerging market corporate bonds within a diversified fixed income portfolio
Resilient industrial specialists in a disruptive age
Suppliers of niche but critical components look well positioned to navigate the next industrial cycle
Why AI governance matters to investors
Our engagements have identified robust AI governance structures and processes whose adoption could help mitigate financially material AI-related risks
Interpreting economic transformations to identify mispriced opportunities
We believe analysis of the powerful, long-term secular forces driving the transition to a more sustainable economy enables equities investors to exploit short-term market inefficiencies
AI’s transformational potential in healthcare
Early successes show AI’s capacity to improve the efficiency of drug discovery and hospital workflows, lowering healthcare system costs and enhancing access to treatments
Distortions and opportunities in the metals credit market
US tariffs on metal imports have led to indiscriminate repricing of bonds, creating pockets of value among non-US issuers in the sector
Smart technologies plugging water network leaks
Ageing and leaky water systems are in urgent need of an upgrade, presenting opportunities for innovative solution providers and utilities alike
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