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Chassis of an electric car with powertrain and power connection.

Silent enablers of the global tech boom in Asia

Suppliers of critical products and services to world-leading industries are playing a key role in the transition to a more sustainable economy

14 March 2024
ByPaul PengOscar Yang
Sprinkler system in a water treatment tank, Vietnam.

Investing to address biodiversity loss

The scale of exposure to nature-related risks means investors must urgently understand the drivers of biodiversity loss and invest in ways to reduce them

1 March 2024
ByJulie Gorte, Ph.D.
Close up shot of glass bottles, ampules and syringe with needle.

Disrupting the inefficient healthcare system

World-leading innovation means the US is home to a breadth of exciting – and under-researched – smaller healthcare companies that are improving outcomes for patients and providers

22 February 2024
ByNathan Moser, CFA®
Bald eagle flying by mountain over water in Alaska

America should be the eagle, not the ostrich, of the clean energy transition

With US jobs, leadership and investment returns at stake, we must embrace the transition to a cleaner, more resilient economy

20 February 2024
ByEd Farrington

Electricity networks: the new pipelines of the global economy

An expected doubling of the world’s grids by 2050 is creating compelling opportunities for companies with the materials and know-how to create a new backbone for the global energy system

15 February 2024
ByCharlie DonovanHarry BoyleWilliam Grey
Plastic medical waste bin with phials

Plastic surgery: cutting healthcare waste

Circular innovations are reducing hospitals’ environmental impacts – and lowering costs

6 February 2024
ByJoseph Cordi, CFA®
Closeup of aligned CPU chips with water drops

Quenching the semiconductor industry’s thirst

Innovative technologies are reducing the environmental impact of a water-intensive industry critical to the modern economy

23 January 2024
ByJustin Winter
Brightly lit in vibrant aqua, translucent tubes of material for contact lenses

Take good care: investing in enhanced wellbeing

From hearing aids to vitamins, solutions that boost wellness can tap into growing demand

2 January 2024
ByMackenzie ClarkAlyna Shamsi
Lonesome tree, scenic view of lake against sky during sunset, United Kingdom, UK

Outlook 2024: Why prospects for a more sustainable economy remain undimmed

We share our perspectives on key themes that we believe will shape opportunities in global markets in 2024 and beyond.

12 December 2023
ByHubert AartsLisa BeauvilainCharlie DonovanCharles FrenchJulie Gorte, Ph.D.Luciano Lilloy, CFA®Kirsteen MorrisonShahbano Soomro
Cityscape during sunrise with COP28 logo overlay

COP28: Where progress is really needed

Five important outcomes that we believe must emerge from this UN climate summit.

1 December 2023
ByChris Dodwell
Aerial panorama of a wind turbine on the ocean

Offshore wind can soar once choppy waters calm

Dislocation in the offshore wind market creates investment opportunities

1 December 2023
ByWilliam GreyCharlie DonovanHarry Boyle
Solar panel with reflections of the sky clouds and sun rays

Is the ‘rooftop revolution’ in solar energy over?

The US residential solar market has faced recent setbacks, but structural drivers for long-term performance remain intact

22 November 2023
ByJon ForsterMaximilian RichardsThomas Morris BrownCharlie Donovan
High angle shot of male and female friends studying at home in Brooklyn, New York

Opportunities in advancing more inclusive careers

Innovative learning, recruitment and childcare solutions hold the key to unlocking more equal access to opportunities

23 October 2023
ByAmber Fairbanks, CFA®Charles French
Low angle view of smart services ceiling installation.

Buildings are becoming more efficient – but not quickly enough

‘Smart buildings’ software can help enable progress towards alignment with net-zero targets

18 October 2023
ByFotis Chatzimichalakis, CFA®Luciano Lilloy, CFA®
Trees on the Walakiri beach, Indonesia

Unpacking the ‘how to’ conversation at Climate Week NYC

While some climate-related challenges have known solutions, like the transition to clean energy, others – like biodiversity loss – are barely even understood

5 October 2023
ByIan Simm

The transition will not be televised – Part 3

In the final installment of this series, we discuss how emerging clean energy technologies are disrupting US energy consumptionIn the final instalment of this series, we discuss how emerging clean energy technologies are disrupting US energy consumption

18 September 2023
ByCharlie DonovanRobb Ruhr, CFA®

Climate change: the impact for investors

Reviewing the research that demonstrates the financial materiality of physical, transition and adaptation risks to companies, issuers and their investors

15 September 2023
ByJulie Gorte, Ph.D.Charlie Donovan

Reflections on Impax’s first 25 years

Five key lessons from 25 years of investing in the transition to a more sustainable economy

14 September 2023
ByIan Simm

Breaking the inflationary cycle of diabetes care

Spending on diabetes treatment in the US is projected to level off as a result of innovation and intervention

5 September 2023
ByJoseph Cordi, CFA®

How natural ingredients are making food more sustainable

More conscious consumption creates opportunities for innovative partners to the food industry

29 August 2023
ByAgne Rackauskaite, CFA®Katy Hutchinson, CFA®