United States‘Don’t trust the Fed’: will Warsh be the new Burns?
As markets test the new Federal Reserve Chair’s resolve amid persistent inflation, rising long-dated US Treasury yields are amplifying duration risks for credit investors
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
‘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
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.