20 Jan 25
Insight
Fixed Income
Protection from ‘unknown unknowns’
Named after Janus, the Roman god often depicted with two faces (one that looks to the past and one to the future), January is the month of new beginnings. The month we put lessons from the past year into action, and the month we navigate the economic predictions for the year ahead.
06 Jan 25
Insight
Global Equities
2025 Outlook: Seizing opportunity amid disruptive change
Looking into 2025, we share perspectives from Impax's Listed Equities, Fixed Income and Private Markets teams.
17 Dec 24
Insight
Alternatives
3 things investors should keep in mind when eyeing opportunities in this asset class
Eric Hanno, Co-Head of Apollo Aligned Alternatives shares his insights in the alternatives sector with Sara Allen, Livewire Markets across 3 videos.
16 Dec 24
Insight
Global Equities
ESG in 10: COP29 Reflections: Progress, Challenges, and the Path Ahead for ESG
Nana Li, from Impax Asset Management shares her takeaways from COP29.
16 Dec 24
Insight
Alternatives
The little-known asset class providing equity-like returns in uncertain times
If it all feels like the world is standing on a precipice, that’s because in many ways we are.
16 Dec 24
Insight
Alternatives
How a gap in the banking sector is generating returns
It's not often that the terms "increased regulation" and "opportunity" appear in the same sentence. But for the team at Apollo Global Management, it's a theme they look at closely.
13 Dec 24
Insight
Global Equities
The next three years of the AI rally will come from these stocks
Narrowing down 2,000 stocks to 40 is no mean feat. Here is how Impax's David Winborne does it.
05 Dec 24
Insight
Global Equities
Finding winners in this growing megatrend
While it has its critics, it's important for investors to recognise the value of sustainable investing.
28 Nov 24
Insight
Global Equities
Introducing the Impax Global Opportunities Strategy
The Impax Global Opportunities Fund invests in companies possessing sustainable competitive advantages, across listed equity markets and sectors, in order to seek to achieve long-term capital growth.