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Accommodating an ageing society

Demographic trends and limited new supply shape supportive dynamics for leaders in the US senior housing market

13 March 2025
ByPatrick SullivanHarry Boyle

Treating the forever problem of PFAS

We believe that consumer demand and litigation in the US will drive sustained adoption of innovative water treatment solutions, despite regulatory uncertainty

7 March 2025
ByJustin Winter

UK quantitative tightening: a ‘canary in the coal mine’ for central bank strategy

The Bank of England’s gilt sales have contributed to soaring UK government yields, exacerbating the country’s fiscal vulnerabilities

25 February 2025
ByRoss Pamphilon

Chip designers hold the key to cheaper AI

Tumbling costs of artificial intelligence models will broaden their application, driving demand for more efficient chip designs that maximise computational power

21 February 2025
ByLuciano Lilloy, CFA®James McCurley

German elections: a fork in the road for Europe’s largest economy

Loosening the fiscal ‘debt brake’ could unlock economic growth in Germany and support European risk assets

18 February 2025
ByKlaus Blaabjerg

Denying climate causality won’t alter the rapidly changing investment landscape

The onward march of clean technologies will continue, despite polarisation on climate issues, creating opportunities for rational investors who can see through the fog of political rhetoric

12 February 2025
ByIan Simm

Why ‘A’-rated debt may be the riskiest in 2025

Strong corporate balance sheets and minimal downgrade penalties could encourage a leverage-fuelled M&A boom

11 February 2025
ByAnthony Trzcinka, CFA®
Robotic limbs performing advanced nanosurgery

Medtech innovation: dissecting inefficiencies in healthcare delivery

Technological advances including new procedural methods and robotics are improving surgery and enabling healthcare systems to treat more patients

31 January 2025
ByJelena Boskovic, CFA®
Energy backup system for servers

Enabling Asia’s rapid electrification

A reliable grid and advanced power management and cooling solutions are essential to meet the region’s growing demand for electricity

24 January 2025
ByManish Bishnoi
Staircase of the underground parking lot of Shanghai Port International Passenger Terminal, Taiping Road, Hongkou District, Shanghai, China.

Four reasons to be optimistic about high yield bonds in 2025

Spreads are tight, but we believe high yield markets are supported by favourable economic, market, structural and technical factors.

23 January 2025
ByPeter Schwab, CFA®Klaus Blaabjerg
High voltage towers against the backdrop of the Northern Lights

2025 Outlook: Seizing opportunity amid disruptive change

Looking into 2025, we share perspectives from our Listed Equities, Fixed Income and Private Markets teams.

17 December 2024
ByHubert AartsCharlie DonovanCharles FrenchSeán MaguireRoss Pamphilon
Air source heat pump installed on the wall of residential building in summer morning light

Mobilising finance to achieve a more resilient economy

Introducing a framework that governments, companies and investors can use to mobilise finance and increase climate resilience

27 November 2024
ByIan SimmCatherine Bremner

Constructive on equipment rental

Vast investment in US megaprojects supports structural demand for rental economy services

18 November 2024
BySanjeev Lakhani
Cherry blossoms and Sakura with Tokyo Sky Tree

Systematic stewardship in action: Gender diversity in Japan

A case study in long-term engagement with Japanese companies, regulators and policymakers to improve gender diversity on boards

31 October 2024
ByNana Li, CFA®
A spiral arrangement of multi-colored mosaic tiles

The business case for diversity and inclusion 

Our annual update on research supporting wider, deeper pools of talent

22 October 2024
ByJulie Gorte, Ph.D.
Dolphins playing in the ocean

Impact Report 2024

Celebrating a decade of measuring and reporting the impact of our investments

18 October 2024
Tall electricity pylon with dark clouds

Seeking resilience

We must plan and invest today for a more volatile and uncertain future. Better modelling and reporting of physical climate risks can help investors chart the road ahead.

20 September 2024
ByJulie Gorte, Ph.D.
Aerial view of pagoda on boardwalk over water

Untangling the intangible asset of workplace culture

The Impax Corporate Culture Indicator as a tool for alpha generation

13 September 2024
ByChristine CappabiancaAmber Fairbanks, CFA®Charles French
Closeup of semiconductor wafers used in data processing

AI’s double-edged role in the sustainability revolution  

How should investors view the trade-offs between AI’s rising consumption of resources and its positive applications? Here we explore AI’s role in enabling climate solutions and how we should approach the challenge of its negative impact on the environment.

5 September 2024
ByCharlie DonovanLuciano Lilloy, CFA®Shahbano Soomro
Industrial interior chiller and boiler HVAC heating ventilation air conditioning system and piping line of chill water pipe

Turning down the dial on cooling-related emissions

More efficient refrigerants, heat pumps, thermal storage and systems automation can keep buildings cool with a lower environmental impact

26 July 2024
BySanjeev LakhaniHarry Shea, CFA®