EQUITIES
The value of value
What is strengthening the case for value investing?
AI, liquidity and the future of quality investing
Investors should take a step back and assess markets clearly during periods...
Why markets are watching rising defence spending
Higher defense spending will be closely watched by markets for its impacts...
European defence: Strong fundamentals behind a soft market
European defence equities have de-rated on sentiment, not fundamentals....
Allocating beyond the US: Why diversification looks more compelling now
For much of the past 15 years, global investing felt deceptively simple:...
Asia ex Japan: Dragons and salamanders
Beyond the index ‘dragons’, the rewards may lie in the quieter ‘salamanders’...
SpaceX and beyond: Why space is entering a new era of growth
Space is shifting from a government-led frontier into a broader commercial,...
Climate power plays: Energy, geopolitics and the repricing of risk
Global policy shifts are rewiring energy supply and control — and repricing...
SpaceX IPO and beyond
Late‑stage private companies are driving a growing share of innovation,...
Mid-Year Equities Outlook 2026
In this paper, Impax Asset Management discusses four themes it believes...
The sweetness of steady returns
Despite investors’ desire for “quick wins”, a patient approach can lead...
Seven trends shaping Europe's growth path
Joe Faraday explains the seven long-term themes shaping Europe’s growth...
