Resources

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.

The Impax Corporate Culture Indicator as a tool for alpha generation

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.

More efficient refrigerants, heat pumps, thermal storage and systems automation can keep buildings cool with a lower environmental impact

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.

In this Q&A, we explore nuances of the asset class and how rigour and expertise can help investors navigate an expanding opportunity set