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October 2025 monthly performance commentary

Monthly Performance Commentary

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Portfolio Adviser: We are in a 'pragmatic stage' of the sustainable transition

In the Media 12/11/2025

Co-PM Sanjeev Lakhani talks about improving sentiment in environmental markets, the structural trends underpinning superior earnings growth, and the increasingly pragmatic alignment of financial and sustainability benefits.

IEM plc: Taking stock webinar October 2025

In the Media 31/10/2025

In the latest instalment of Taking Stock, we discussed portfolio changes amid market volatility, geopolitical impacts on resource efficiency, and the team’s perspective on EVs.
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Impax Environmental Markets - refreshed perspective on secular theme - Winterflood Securities

Research 28/10/2025

Please be aware by clicking on any of the below links you are leaving Impax and entering a third party’s website. As such, Impax is not liable for its content.
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September 2025 monthly performance commentary

Monthly Performance Commentary

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August 2025 monthly performance commentary

Monthly Performance Commentary

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Monthly Performance Commentary

October 2025 monthly performance commentary

Monthly Performance Commentary

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September 2025 monthly performance commentary

Monthly Performance Commentary

Read

August 2025 monthly performance commentary

Monthly Performance Commentary

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July 2025 monthly performance commentary

Monthly Performance Commentary

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June 2025 monthly performance commentary

Monthly Performance Commentary

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May 2025 monthly performance commentary

Monthly Performance Commentary

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Insights

Inference in industrials: enhancing efficiency through AI adoption

Insights 27/05/2025

The growing inference capabilities of AI models can enhance business-critical software used by companies to analyse data, automate workflows and optimise processes
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Takeover opportunities in the renewables market

Insights 15/05/2025

Dislocations in market valuations have encouraged private equity buyers to snap up listed renewable independent power producers (IPPs), highlighting opportunities for long-term investors
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Addressing the hidden water footprint of data

Insights 21/03/2025

Innovative technologies can help data centre operators reduce their water-related dependencies, creating opportunities for investors amid rising demand for a finite resource
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Treating the forever problem of PFAS

Insights 10/03/2025

We believe that consumer demand and litigation in the US will drive sustained adoption of innovative water treatment solutions, despite regulatory uncertainty
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Chip designers hold the key to cheaper AI

Insights 21/02/2025

Tumbling costs of artificial intelligence models will broaden their application, driving demand for more efficient chip designs that maximise computational power
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Denying climate causality won't alter the rapidly changing investment landscape

Insights 12/02/2025

The onward march of clean technologies will continue, despite polarisation on climate issues, creating opportunities for rational investors who can see through the fog of political rhetoric
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In the Media

Please be aware by clicking on any of the below links you are leaving Impax and entering a third party’s website. As such, Impax is not liable for its content.

Portfolio Adviser: We are in a 'pragmatic stage' of the sustainable transition

In the Media 12/11/2025

Co-PM Sanjeev Lakhani talks about improving sentiment in environmental markets, the structural trends underpinning superior earnings growth, and the increasingly pragmatic alignment of financial and sustainability benefits.

IEM plc: Taking stock webinar October 2025

In the Media 31/10/2025

In the latest instalment of Taking Stock, we discussed portfolio changes amid market volatility, geopolitical impacts on resource efficiency, and the team’s perspective on EVs.
View

Impax Environmental Markets (IEM) - part 2: the managers

In the Media 26/08/2025

Fotis Chatzimichalakis on how IEM has maintained resilience amid recent market volatility.  

'It's been the perfect storm': when will there be a performance turnaround?

In the Media 26/08/2025

Thomas Morris Brown outlined why IEM’s second quarter has seen improved performance.

The John Baron Portfolio podcast - part 1: the Board

In the Media 24/07/2025

Glen Suarez discusses the role of investment trust boards in driving shareholder returns.

Future trends in investment trusts | Impax Environmental Markets

In the Media 17/07/2025

Jon Forster, Co-Portfolio Manager of Impax Environmental Markets plc, lays out why sector headwinds, from policy fear to interest rates, could set the stage for a compelling recovery.
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Research

The platform publishing this information is not independent (in accordance with COBS 12.3) and may be financially compensated by Impax Asset Management for this service. Please refer to the important disclosures on the back page. Note that this information is categorised as Marketing Material.

Impax Environmental Markets - refreshed perspective on secular theme - Winterflood Securities

Research 28/10/2025

Please be aware by clicking on any of the below links you are leaving Impax and entering a third party’s website. As such, Impax is not liable for its content.
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Impax Environmental Markets - delayed but not derailed

Research 05/12/2024

Please be aware by clicking on any of the below links you are leaving Impax and entering a third party’s website. As such, Impax is not liable for its content.
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Impax Environmental Markets (IEM) - specialist sustainability exposure - Winterflood Securities

Research 15/10/2024

Please be aware by clicking on any of the below links you are leaving Impax and entering a third party’s website. As such, Impax is not liable for its content.
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Impax Environmental Markets says underlying earnings remain robust - QuotedData

Research 07/08/2024

Please be aware by clicking on any of the below links you are leaving Impax and entering a third party’s website. As such, Impax is not liable for its content.
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