United StatesWe believe:
- Capital markets will be shaped profoundly by global sustainability challenges, particularly climate change, environmental pollution, natural resource constraints, demographic and human capital issues such as diversity, inclusion and gender equity.
- These trends will drive growth for well-positioned companies and create risks for those unable or unwilling to adapt.
- Fundamental analysis which incorporates long-term risks, including environmental, social and governance (ESG) factors, enhances investment decisions.
We invest
- In companies and assets that we believe are well positioned to benefit from the transition to a more sustainable economy.
- In companies that we believe are higher quality, with strong business models and governance, that demonstrate sound management of risk whilst being able to adapt intelligently to changing conditions.
We offer:
- A well-rounded suite of investment solutions spanning multiple asset classes, aiming to deliver superior risk-adjusted returns over the medium to long term.
- Investment solutions underpinned by proprietary investment tools designed to allocate clients’ capital towards the sustainable economy.
How does the transition to a more sustainable economy create investment opportunities?
This summary document explains how global sustainability challenges are profoundly shaping capital markets, provides examples of disruptive forces that are driving change, and investable opportunities that benefit from that change.
Date: 30 Sept 2023
How does the transition to a more sustainable economy create investment opportunities?
This summary document explains how global sustainability challenges are profoundly shaping capital markets, provides examples of disruptive forces that are driving change, and investable opportunities that benefit from that change.
Date: 30 Sept 2023
Impax 25 years – the transition to a more sustainable economy
Insights
Transforming Europe’s energy market: harnessing the potential of decentralised generation
The compelling economics of technologies that include rooftop solar and battery storage support opportunities for selective private market investments in affordable, clean and forward-looking solutions for energy consumers
Systematic investing at Impax
Solar ABS: all doom and gloom?
The US residential solar market faces serious challenges amid elevated interest rates, rising loan delinquencies and the removal of tax incentives. Credit investors must be highly selective in this context.
The collapse in US corporate labelled bond issuance
Looking beyond the label can enable investors to pursue the diversification and transparency that impact bonds can offer, even as corporate America abandons them
Inference in industrials: enhancing efficiency through AI adoption
The growing inference capabilities of AI models can enhance business-critical software used by companies to analyse data, automate workflows and optimise processes
Takeover opportunities in the renewables market
Dislocations in market valuations have encouraged private equity buyers to snap up listed renewable independent power producers (IPPs), highlighting opportunities for long-term investors