As we look ahead to 2020, we see growing evidence for Impax’s investment belief — that a shift to a more sustainable global economy is underway, creating opportunity and risk for companies and their investors.
As sustainable bond markets expand into new sectors and across more impact themes, so does the portfolio construction playbook and the ability to add value through ESG due diligence. In this article, we cover our ESG fixed income approach and provide examples of impact options that we’ve invested in and some that we’ve avoided.
In this quarter’s commentary, we explain why there is reason for optimism despite recent public-policy setbacks on sustainability issues. Companies and investors have been stepping in to fill the void on a range of issues, from diversity to climate change to toxic substances to gun control.
In this quarter’s commentary, we consider how sustainability and competitiveness go hand-in-hand. Companies that embrace sustainability can improve their ability to compete today and over the long-term.