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Allocating beyond the US: Why diversification looks more compelling now
Allocating beyond the US: Why diversification looks more compelling now
For much of the past 15 years, global investing felt deceptively simple: stay overweight US equities, especially large-cap growth stocks, and you’ll be rewarded handsomely with above historical average returns.
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Professional Investors
Asia ex Japan: Dragons and salamanders
Asia ex Japan: Dragons and salamanders
Beyond the index ‘dragons’, the rewards may lie in the quieter ‘salamanders’ others miss.
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Professional Investors
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
Climate power plays: Energy, geopolitics and the repricing of risk
Climate power plays: Energy, geopolitics and the repricing of risk
Global policy shifts are rewiring energy supply and control — and repricing risks and opportunities....
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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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