The rapid development of desalination capacity


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].

Technological innovation: step change versus incremental technologies


Post Election Indian Infrastructure Outlook


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 government. 

Outlook for Environmental Policy and Regulation


Climate Change: a major issue for investors

Ian Simm

Overview and Outlook of Resource Optimisation and Environmental Markets Q4

Bruce Jenkin-Jones

Broad based optimism for 2014

Ian Simm

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 forward.

Outlook for Asia


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.

Pressing policy issues on the horizon


One of the compelling drivers of our resource efficiency and environmental markets is the continual tightening of global environmental policy.  As we approach 2014 we look at some of the most pressing policy issues coming over the horizon from Europe, the United States and China, and assess how they might affect our markets and drive investment opportunities.

Overview and Outlook of Resource Optimisation and Environmental Markets Q3

Bruce Jenkin-Jones