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Sustainable Property - a significant value creation opportunity
Buildings contribute approximately 45% of global carbon
dioxideemissions through heating, lighting, cooling and power.
The UK will inevitably need to transition towards more
sustainable property as part of the drive to meet stricter
We discuss the drivers that make sustainable property a
convincing investment case, and outline how "Green Alpha" is
Adaptation to changing weather patterns is one of the four
principal drivers that Impax believes underpin a multi-decade
opportunity when considering investments in the water sector.
As the increasing unpredictability of weather patterns leads
governments and municipalities to look at new water infrastructure
investments, Impax sees drought-ravaged California as a large
potential contributor to the 19% annual growth expectations in
global desalination markets[i].
India has suffered an extended period of policy paralysis under
the incumbent Congress Party. Economic growth has disappointed and
inflation has remained stubbornly high. As the result of the
world's largest democratic election approaches most commentators
are forecasting that the opposition Bharatiya Janata Party ("BJP"),
under Narendra Modi, will form a new coalition
It's been a
long time since the outlook for resource efficiency stocks and
environmental markets has been quite as good as it is right now.
The next 12 months look promising across our investment strategies,
buoyed by a broad-based cyclical recovery from the deepest downturn
in living memory.
But there is
much more at play than a cyclical pick-up. Away from the
headlines, the last few years have seen the ratchet of building
regulations, energy efficiency standards and pollution limits
continue to tighten. And, as the global economy recovers,
companies exposed to these themes are seeing their earnings start
to rise strongly as houses get built, cars roll off the production
lines, and long-delayed infrastructure projects move
We look ahead to 2014 and consider the prospects for the main
Asian markets in which we invest, and discuss some of the key
themes which we believe will drive our resource efficiency markets
across the region.
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