United States
2025 Outlook: Seizing opportunity amid disruptive change
Looking into 2025, we share perspectives from our Listed Equities, Fixed Income and Private Markets teams.
Insights
Showcasing Impax’s original thinking on the challenges and opportunities arising from the transition to a more sustainable economy.
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
Systematic stewardship in action: Gender diversity in Japan
A case study in long-term engagement with Japanese companies, regulators and policymakers to improve gender diversity on boards
The business case for diversity and inclusion
Our annual update on research supporting wider, deeper pools of talent
Impact Report 2024
Celebrating a decade of measuring and reporting the impact of our investments
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.
Untangling the intangible asset of workplace culture
The Impax Corporate Culture Indicator as a tool for alpha generation
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.
Lifting the lid on impact bonds: 5 questions for investors
In this Q&A, we explore nuances of the asset class and how rigour and expertise can help investors navigate an expanding opportunity set
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
Finding value in sustainable asset-backed securities
US securitization markets present compelling opportunities to invest in the transition to a more sustainable economy.
Women, windfalls and advising through the great wealth transfer
A Q&A with Sallie Krawcheck
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
Anchoring a more inclusive economy: extending access to finance
Digital tools and innovative products are enabling the financial sector to better serve evolving customer demands, especially in emerging markets where vast unmet needs remain
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