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
EM corporate bonds: Could Trump’s tariffs create opportunities?
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.
Addressing the hidden water footprint of data
Innovative technologies can help data centre operators reduce their water-related dependencies, creating opportunities for investors amid rising demand for a finite resource
Approach with caution: why the US deficit poses risks for Treasuries
We believe the market is mispricing the risks embedded in US government debt, meaning investors should consider alternative strategies
Investing in Social Leaders
Illuminating opportunities where societal trends and corporate culture align
Accommodating an ageing society
Demographic trends and limited new supply shape supportive dynamics for leaders in the US senior housing market
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