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Insights

Latest posts
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Solutions enhancing the economics of desalination

Desalination has an increasingly strategic role in meeting rising water demand and enhancing water resilience amid more widespread droughts

3 August 2026

‘Refi’ meets AI: impacts for MBS investors

Prepayment risk is rising in mortgage-backed securities as AI starts to make refinancing easier, but protection can be sought in certain loan groups

29 July 2026

Why value can never go out of style in high yield

Why we believe the fragmented global high yield market lends itself to fundamentals-driven, relative value-based approaches to investing

17 July 2026

Strategies

Featured strategies and funds
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Global Opportunities Strategy

We believe the transition to a more sustainable global economy provides a helpful backdrop to construct high conviction, low turnover equity portfolios that are well positioned to achieve long term capital growth.

Leaders Strategy

A long-only, all-cap global equities strategy investing in Environmental Markets.

US Environmental Leaders Strategy

A long-only, all-cap US equities strategy investing in Environmental Markets.

Global Social Leaders Strategy

A diversified, global equity strategy that seeks to invest in companies that offer strong corporate cultures and that provide products or services benefitting society.

Impax Funds

Mutual funds focusing on the investment risks and opportunities arising from the transition to a more sustainable global economy.

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