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Insights

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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

10 November 2026

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

5 November 2026

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

4 November 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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