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SpaceX and beyond: Why space is entering a new era of growth
SpaceX and beyond: Why space is entering a new era of growth
Space is shifting from a government-led frontier into a broader commercial, strategic, and technological...
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Professional Investors
SpaceX IPO and beyond
SpaceX IPO and beyond
Late‑stage private companies are driving a growing share of innovation, against a backdrop of reopening...
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Professional Investors
Mid-Year Equities Outlook 2026
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
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
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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Professional Investors
Is the Nikkei telling the full story of Japan's equities?
Is the Nikkei telling the full story of Japan's equities?
What does the TOPIX say that the Nikkei doesn’t?
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Professional Investors
Could it be time for a resurgence in quality?
Could it be time for a resurgence in quality?
Valuation spreads suggest quality style tailwinds may be near for non-US equities.
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Professional Investors
Hormuz, we have a problem. Do we?
Hormuz, we have a problem. Do we?
Bond markets are pricing the war in Iran. Equity markets are not. That divergence has become a defining...
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Professional Investors
Is software the next hunting ground for value investors?
Is software the next hunting ground for value investors?
Given recent AI disruption fears and subsequent share price falls, should software stocks be on value’s...
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