Insights

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

The artificial intelligence boom is underpinned by a rich ecosystem of hardware and software companies. Here we explore the tailwinds behind leading providers of chip design software tools, precision manufacturers, chip producers and computing infrastructure.

In this Q&A, we explore nuances of the asset class and how rigour and expertise can help investors navigate an expanding opportunity set

Three ways in which we believe Exxon’s recent lawsuit against its own investors is mistaken – and unwise

In our seventh annual report, we showcase our stewardship and advocacy activities in 2023 and summarise the outcomes arising from our focused efforts.

Rising exposure to climate-related weather events supports growing demand for financial protection

US securitization markets present compelling opportunities to invest in the transition to a more sustainable economy.

A Q&A with Sallie Krawcheck

Emerging technologies are poised to reduce the steel industry’s environmental impact, creating compelling investment opportunities in the sector

Digital tools and innovative products are enabling the financial sector to better serve evolving customer demands, especially in emerging markets where vast unmet needs remain

We believe the urgent need to detect, treat and destroy ‘forever chemicals’ in the world’s water is creating investment opportunities that are broader and more valuable than many appreciate

Suppliers of critical products and services to world-leading industries are playing a key role in the transition to a more sustainable economy

The scale of exposure to nature-related risks means investors must urgently understand the drivers of biodiversity loss and invest in ways to reduce them

World-leading innovation means the US is home to a breadth of exciting – and under-researched – smaller healthcare companies that are improving outcomes for patients and providers

With US jobs, leadership and investment returns at stake, we must embrace the transition to a cleaner, more resilient economy

An expected doubling of the world’s grids by 2050 is creating compelling opportunities for companies with the materials and know-how to create a new backbone for the global energy system

Circular innovations are reducing hospitals’ environmental impacts – and lowering costs