Chip designers hold the key to cheaper AI
Tumbling costs of artificial intelligence models will broaden their application, driving demand for more efficient chip designs that maximise computational power
Insights
Showcasing Impax’s original thinking on the challenges and opportunities arising from the transition to a more sustainable economy.
German elections: a fork in the road for Europe’s largest economy
Loosening the fiscal ‘debt brake’ could unlock economic growth in Germany and support European risk assets
Denying climate causality won’t alter the rapidly changing investment landscape
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
Why ‘A’-rated debt may be the riskiest in 2025
Strong corporate balance sheets and minimal downgrade penalties could encourage a leverage-fuelled M&A boom
Medtech innovation: dissecting inefficiencies in healthcare delivery
Technological advances including new procedural methods and robotics are improving surgery and enabling healthcare systems to treat more patients
Enabling Asia’s rapid electrification
A reliable grid and advanced power management and cooling solutions are essential to meet the region’s growing demand for electricity
Four reasons to be optimistic about high yield bonds in 2025
Spreads are tight, but we believe high yield markets are supported by favourable economic, market, structural and technical factors.
2025 Outlook: Seizing opportunity amid disruptive change
Looking into 2025, we share perspectives from our Listed Equities, Fixed Income and Private Markets teams.
Mobilising finance to achieve a more resilient economy
Introducing a framework that governments, companies and investors can use to mobilise finance and increase climate resilience
Constructive on equipment rental
Vast investment in US megaprojects supports structural demand for rental economy services
The business case for diversity and inclusion
Our annual update on research supporting wider, deeper pools of talent
Seeking resilience
We must plan and invest today for a more volatile and uncertain future. Better modelling and reporting of physical climate risks can help investors chart the road ahead.
AI’s double-edged role in the sustainability revolution
How should investors view the trade-offs between AI’s rising consumption of resources and its positive applications? Here we explore AI’s role in enabling climate solutions and how we should approach the challenge of its negative impact on the environment.
Turning down the dial on cooling-related emissions
More efficient refrigerants, heat pumps, thermal storage and systems automation can keep buildings cool with a lower environmental impact
Enabling technologies core to the AI revolution
The artificial intelligence boom is underpinned by a rich ecosystem of hardware and software companies. Here we explore the tailwinds behind leading providers of chip design software tools, precision manufacturers, chip producers and computing infrastructure.
The dangers of creating an echo chamber for corporate management
Three ways in which we believe Exxon’s recent lawsuit against its own investors is mistaken – and unwise
Stewardship and Advocacy Report 2024
In our seventh annual report, we showcase our stewardship and advocacy activities in 2023 and summarise the outcomes arising from our focused efforts.
Reinsurers: placing an economic price on climate change
Rising exposure to climate-related weather events supports growing demand for financial protection
The green arc of steel’s transition
Emerging technologies are poised to reduce the steel industry’s environmental impact, creating compelling investment opportunities in the sector
Addressing PFAS: Solutions to the forever challenge
We believe the urgent need to detect, treat and destroy ‘forever chemicals’ in the world’s water is creating investment opportunities that are broader and more valuable than many appreciate