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For twenty days in January, toxic smog covered most of the
Northern cities of China. Beijing saw peak concentrations of
PM2.5(a measurement of fine particle air pollutants that raise the
risk of lung and heart diseases) which is forty times the World
Health Organisation's acceptable safety levels.
Last week The Times reported that Ofgem, the regulator of the
UK's electricity and gas markets, has warned it is time for a
'revolution' in the way people save energy if they are to mitigate
soaring utility bills and keep the lights on. While the UK
government prevaricates over the country's future generating
capacity and how to fund it, we suggest that investors could focus
on the opportunities in global energy efficiency markets.
The compelling long term drivers for investing in food and
agriculture are indisputable. A rising global population (60
million more people to feed every year), coupled with rising
affluence in developing markets are driving greater consumption
towards higher protein, more grain intensive foods. According
to the UN, this trend, combined with a 13% projected rise in per
capita food consumption will require a 70% increase in food
production by 2050.
The Chinese Communist Party's unveiling of the new Politburo
Standing committee represents a critical leadership transition at a
time when China is economically more powerful than ever before.
Five years of FTSE Environmental Markets and welcome to
Jack Ehnes, new Chair of FTSE Environmental Markets
Following our first post where I outlined the key data behind
our thinking on resource scarcity and resource efficiency I wanted
to follow on by describing the main opportunities we see for
investors, by sector, and how they can gain exposure to the themes
and technologies. We believe these will outperform in years
to come. The drivers are fundamental and long term in nature.
The stability and predictability of water company regulation in
the UK by the Water Services Regulation Authority("Ofwat"), which
is mandated to ensure value for the end consumer, has been a major
contributor to attracting private investment into the sector. Since
privatisation in 1989, this stable regulatory framework has enabled
sector companies to attract over £108 billion of
On November 7th, the American people awoke to find
that they had endured 17 months and more than $6 billion worth of
the most costly federal election cycle in history. The
result: status quo ex ante. In the White House, the
House of Representatives and the US Senate, the same leadership
teams remained in place, and without substantive changes to their
legislative margins in the latter two cases.
Welcome to the Impax Blog! We plan to post short
articles here to keep you updated on our thoughts on developments
in the rapidly expanding global markets for solutions to resource
scarcity. We will also look in some detail at how we're
searching for mis-priced companies that are set to benefit from the
long-term trends of changing demographics, rising consumption,
limited natural resources and increasing urbanisation.
Please register here to receive future posts, as they
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