United StatesRecent Posts
2026 Outlook: Targeting resilient opportunities from economic transformation
Looking into 2026, we share perspectives from our Listed Equities, Fixed Income and Private Markets teams.
A lens on the transition: Financials
Impax’s analysis of key sustainability-related themes disrupting the Financials sector and their impact across a set of sub-industries
Clarity in investing begins with clear language
The overdue reassessment of unhelpful terms and acronyms is vital to re-establishing the boundary between investment and values, and to help ensure investors understand long-term risks and opportunities
Shifting consumer habits drive the resilient growth of digital platforms
The structural shift in consumer spending towards services and experiences, and increasingly from in-person to online, supports the durable growth of innovative leaders in digital services
Why US reshoring is a credit tailwind for capital goods issuers
Elevated manufacturing construction, trade policy and favourable tax rule changes all support an improving credit outlook for North America-focused industrials
Capturing employee sentiment as an investment signal
Our quantitative analysis of open-source employee reviews reveals material correlations with stock performance that contribute to the Impax Corporate Culture Indicator framework