Showcasing Impax’s original thinking on the challenges and opportunities arising from the transition to a more sustainable economy.
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
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.
Looking beyond the label can enable investors to pursue the diversification and transparency that impact bonds can offer, even as corporate America abandons them
The growing inference capabilities of AI models can enhance business-critical software used by companies to analyse data, automate workflows and optimise processes
Dislocations in market valuations have encouraged private equity buyers to snap up listed renewable independent power producers (IPPs), highlighting opportunities for long-term investors
Rising unsecured debts, unemployment fears and tariff-driven inflation paint an ominous picture for more vulnerable issuers whose fortunes hinge on US consumer discretionary spending
The US technology sector may be synonymous with ‘Big Tech’, but we see underappreciated growth opportunities among smaller companies plugged into the digitalisation trend
Starlink’s ascent to dominate consumer satellite broadband has de-rated sector debt, but many incumbents remain competitive in growing niches of satellite communications
Chinese carmakers are leading the integration of advanced driver-assistance systems, promising to reinvigorate the shift towards vehicle electrification
Far-sighted policies are needed to address barriers to infrastructure investment and to unlock the capital to transform the region’s power system
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.
Innovative technologies can help data centre operators reduce their water-related dependencies, creating opportunities for investors amid rising demand for a finite resource
We believe the market is mispricing the risks embedded in US government debt, meaning investors should consider alternative strategies
Demographic trends and limited new supply shape supportive dynamics for leaders in the US senior housing market
We believe that consumer demand and litigation in the US will drive sustained adoption of innovative water treatment solutions, despite regulatory uncertainty
The Bank of England’s gilt sales have contributed to soaring UK government yields, exacerbating the country’s fiscal vulnerabilities
Tumbling costs of artificial intelligence models will broaden their application, driving demand for more efficient chip designs that maximise computational power
Loosening the fiscal ‘debt brake’ could unlock economic growth in Germany and support European risk assets
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
Strong corporate balance sheets and minimal downgrade penalties could encourage a leverage-fuelled M&A boom