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‘Don’t trust the Fed’: will Warsh be the new Burns?
As markets test the new Federal Reserve Chair’s resolve amid persistent inflation, rising long-dated US Treasury yields are amplifying duration risks for credit investors
Solutions enhancing the economics of desalination
Desalination has an increasingly strategic role in meeting rising water demand and enhancing water resilience amid more widespread droughts
‘Refi’ meets AI: impacts for MBS investors
Prepayment risk is rising in mortgage-backed securities as AI starts to make refinancing easier, but protection can be sought in certain loan groups
Why value can never go out of style in high yield
Why we believe the fragmented global high yield market lends itself to fundamentals-driven, relative value-based approaches to investing
A lens on the transition: Consumer
Impax’s analysis of key sustainability-related themes disrupting the Consumer sector and their impact across a set of sub-industries
Our inaugural Sustainability Report: ‘Insights’, ‘Integration’ and ‘Influence’
In our 2026 report, we bring to life how we identify and manage sustainability-related risks and opportunities across our investments, introduce our first nature-related disclosures, and spotlight where we are identifying investment opportunities in climate adaptation.