Insights

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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.

The Impax Corporate Culture Indicator as a tool for alpha generation

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.

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