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Institutional Investors
Balancing pensions and property: what scheme design can do
Many younger employees today are facing a difficult balancing act. They’re balancing saving for retirement,...
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Professional Investors
Too hot to grow: The economic costs of extreme heat
Extreme heat is emerging as a structural economic risk, with Europe highly exposed. Heat stress events...
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Professional Investors
Mid-Year Equities Outlook 2026
In this paper, Impax Asset Management discusses four themes it believes are helping to shape the opportunity...
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Professional Investors
AI ethics and regulation: How investors can navigate the maze
AI ethics and regulation: How investors can navigate the maze
From brand risks to regulatory uncertainty, AI poses investment challenges. Is there a way forward?
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Professional Investors
Value investing in an irrational market
Value investing in an irrational market
Why might patience be a value investor’s greatest advantage?
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Professional Investors
The sweetness of steady returns
The sweetness of steady returns
Despite investors’ desire for “quick wins”, a patient approach can lead to long-term success.
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Professional Investors
Seven trends shaping Europe's growth path
Seven trends shaping Europe's growth path
Joe Faraday explains the seven long-term themes shaping Europe’s growth holdings.
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Professional Investors
European equities: An underappreciated source of global investment opportunity
European equities: An underappreciated source of global investment opportunity
European equities are often viewed through a narrow macro lens, driven primarily by euro-area growth...
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Professional Investors
Asia's structural tailwinds come into sharper view
Asia's structural tailwinds come into sharper view
Asia-Pacific has been the region most severely impacted by the energy supply shock since the Middle East...
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Professional Investors
Why consider European real estate?
Why consider European real estate?
Explore the trends reshaping European real estate opportunities today.
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Professional Investors
New horizons in private credit: Why infrastructure debt stands out today
New horizons in private credit: Why infrastructure debt stands out today
Infrastructure debt offers a differentiated, diversifying source of yield – backed by essential assets,...
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Professional Investors
Allocate with intent: Active equity strategies for changing markets
Allocate with intent: Active equity strategies for changing markets
For asset owners, the key question is where and how active strategies can be most effective.
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