One sector, many markets: navigating high yield telecoms
Telecoms debt has sold off in recent months, yet credit risks vary considerably by market, issuer and capital structure, highlighting the importance of separating genuine credit deterioration from indiscriminate selling
Follow the water: lessons from nature reporting
Analysis underpinning our first TNFD report revealed that our portfolios’ most significant nature-related dependencies are linked to water
Emerging markets are driving the next wave of cooling adoption
Cheaper, more efficient air conditioning is spreading fast across emerging Asia, with the region’s own manufacturers meeting this demand
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.