Showcasing Impax’s original thinking on the challenges and opportunities arising from the transition to a more sustainable economy.
The recent surge in UK government bond yields reflects a convergence of quantitative tightening, energy prices and political instability, and has implications for investors in sterling-denominated credit – and possibly beyond
Disruption from AI and a wall of maturing debt provide grounds for credit investor caution towards software – a sector that forms only a small share of the high yield market
In our ninth annual report, we fully integrate our response to the updated UK Stewardship Code.
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
Technological solutions are helping farmers address rising water and climate-related risks, improving yields and reducing the industry’s environmental footprint
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
Exploring the role of asset-backed and commercial mortgage-backed securities in data centre finance
How supercycles and secular trends are combining to reshape the landscape for fixed income investors
The country’s climate and industrial strategies, combined with evolving sustainability regulation and disclosure requirements, are shaping investment opportunities in global clean technology markets
A Sustainable Markets Initiative report exploring how asset owners and managers can build more resilient portfolios
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
Impax’s analysis of key sustainability-related themes disrupting the Healthcare sector and their impact across a set of sub-industries
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
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
Five factors now combine to support the case for emerging market corporate bonds within a diversified fixed income portfolio
Suppliers of niche but critical components look well positioned to navigate the next industrial cycle
Our engagements have identified robust AI governance structures and processes whose adoption could help mitigate financially material AI-related risks
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
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
US tariffs on metal imports have led to indiscriminate repricing of bonds, creating pockets of value among non-US issuers in the sector