Showcasing Impax’s original thinking on the challenges and opportunities arising from the transition to a more sustainable economy.
Research and satellite data, alongside direct engagement, can help investors understand which operators are navigating the regulatory risks associated with fugitive methane emissions and seizing the financial opportunities from monetising captured gas
As markets test the new Federal Reserve Chair’s resolve amid persistent inflation, rising long-dated US Treasury yields are amplifying duration risks for credit investors
Desalination has an increasingly strategic role in meeting rising water demand and enhancing water resilience amid more widespread droughts
Prepayment risk is rising in mortgage-backed securities as AI starts to make refinancing easier, but protection can be sought in certain loan groups
Impax’s analysis of key sustainability-related themes disrupting the Consumer sector and their impact across a set of sub-industries
In our 2026 report, we bring to life how we identify and manage sustainability-related risks and opportunities across our investments, introduce our first nature-related disclosures, and spotlight where we are identifying investment opportunities in climate adaptation.
Potentially major disruption to global sugar cane production does not appear to be fully reflected in bond prices, based on our analysis
Four themes are driving greater corporate focus on climate-related risks and expanding the opportunity set for innovative solutions providers
Conflict in the Middle East has further enhanced the competitiveness of renewable energy, but investors must remain selective
In this paper, we discuss four themes that we believe are helping to shape the opportunity set for global equities investors as we approach the second half of 2026
In this paper, we share our perspectives on each of the main sub-asset classes that we focus on within fixed income and identify key watch items for the second half of 2026
The failures of First Brands and Tricolor in late 2025 exposed structural fragilities within private credit that have since been confirmed by rising defaults and strained liquidity
The need to enhance resilience to the impacts of climate change is driving an expanding opportunity set for investors, particularly within water infrastructure and efficiency
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