Showcasing Impax’s original thinking on the challenges and opportunities arising from the transition to a more sustainable economy.
While emerging markets corporates must navigate the uncertainty of tariffs, the heightened unpredictability and greater volatility creates more market dislocations, enhancing the potential for alpha generation.
Innovative technologies can help data centre operators reduce their water-related dependencies, creating opportunities for investors amid rising demand for a finite resource
We believe the market is mispricing the risks embedded in US government debt, meaning investors should consider alternative strategies
Illuminating opportunities where societal trends and corporate culture align
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
United States