- 01 Jun 2026
Extreme heat is emerging as a structural economic risk, with Europe highly exposed. Heat stress events have multiplied sevenfold since the 1980s while the average death toll per event has risen fivefold....
- 01 Jun 2026
In this paper, Impax Asset Management discusses four themes it believes are helping to shape the opportunity set for global equities investors as the second half of 2026 approaches.
- 01 Jun 2026
From brand risks to regulatory uncertainty, AI poses investment challenges. Is there a way forward?
- 01 Jun 2026
Why might patience be a value investor’s greatest advantage?
- 29 May 2026
Despite investors’ desire for “quick wins”, a patient approach can lead to long-term success.
- 29 May 2026
Joe Faraday explains the seven long-term themes shaping Europe’s growth holdings.
- 29 May 2026
European equities are often viewed through a narrow macro lens, driven primarily by euro-area growth expectations. However, this perspective understates their true potential.
- 29 May 2026
Asia-Pacific has been the region most severely impacted by the energy supply shock since the Middle East conflict broke out. Nevertheless, equity markets have outperformed both the US and Europe so far...
- 29 May 2026
Explore the trends reshaping European real estate opportunities today.
- 29 May 2026
Infrastructure debt offers a differentiated, diversifying source of yield – backed by essential assets, contracted cashflows and strong downside protection.
- 29 May 2026
For asset owners, the key question is where and how active strategies can be most effective.
- 28 May 2026
What does the TOPIX say that the Nikkei doesn’t?
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