All Thematic Investing articles
-
White papersTRTPM monthly blog – Edition February 2025: Our monthly insights into private markets
The start to the year saw a mixed picture in interest rate policy between the US and Europe. In January, the Fed opted to pause rate cuts as it awaits further progress on inflation, whereas the ECB cut eurozone interest rates by 25bps, and in February, the Bank of England (BoE) cut interest rates by 25bps. US and UK CPI inflation rose to 3% in January, driven by higher services inflation and food prices.
-
White papersChina market terminology explained
Chinese companies that are incorporated and listed in the People’s Republic of China (PRC) generally issue A-, Band H-share classes. Depending on where they are listed, these Renminbi (RMB)-denominated shares may trade in different currencies.
-
White papersBackground screening: Unmasking a hidden threat
Background screening is a crucial tool to prevent IT experts from sanctioned countries from infiltrating global companies under fake identities and funding their regimes.
-
PodcastTalking Heads – Broadening perspectives on the outlook for sustainability
The top-down view in the US on the need for a sustainable approach to business and government has shifted, but there are still signs that initiatives on greater diversity, equity and inclusion can persist. Efforts to tackle environment, social and governance issues are finding support, argues Alex Bernhardt, Global Head of Sustainability Research.
-
White papersThe Golden Age of Customized AI Chips
As demand for training large-scale AI models shifts to delivering more precise inferencing capabilities, the race to build application-specific chips is heating up.
-
White papersReport Impact Opportunities Equity, Q4 2024
In harnessing the power of nature, biosolutions offer sustainable ways to tackle the world’s most pressing environmental and societal issues – from restoring ecosystems, improving health, optimising land use, and advancing sustainable food systems for a healthier, more resilient planet.
-
White papersArtificial intelligence – Still positive after the sell-off
In the week ending 24 January, a previously unknown Chinese start-up presented an artificial intelligence large language model apparently showing a performance comparable to that of the leading US models. The unexpected development could disrupt the paradigm of a quasi-monopolistic position for leading US chip manufacturer. This concern led to a major fall in valuations of some prominent tech companies. Markets have since recovered most of their poise. Here we give our view on these developments.
-
White papersA thematic framework for investing in the nature and climate transition
We’ve identified five broad investment themes that comprehensively address the challenges of climate change and nature loss.
-
White papersThematic Engagement: 2024 Scope 3 Emissions
Scope 3 emissions are becoming increasingly important as issuers face growing pressure to report and reduce these emissions. In our latest report, we examine how issuers across public fixed-income and private credit sectors are tackling Scope 3 data challenges and setting decarbonization targets.
-
White papersThe Potential Power Of AI Agents
Unlike traditional bots, these virtual helpers can learn, adapt and manage tasks dynamically—putting us on the cusp of true AI proliferation.
-
White papersTrump 2.0 and the Semiconductor Supply Chain
Donald Trump’s re-election could accelerate efforts to localize semiconductor production and spark more “friend-shoring” across Southeast Asia.
-
White papersAddressing water scarcity – Water is not optional
In recent weeks, several global agencies have sounded the alarm on water scarcity, highlighting the negative implications of rising economic activity and climate change on supplies. The message has been consistent: water is not optional. In this article, Impax Asset Management notes urgent action, along with significant investment, is required to address water infrastructure needs.
-
White papersIncluding ESG in a fund name – cosmetics or effective driver of change?
A recent study by an international team of academics examines whether renaming investment funds to include the term ‘ESG’ is just a cosmetic jump on the sustainability bandwagon – or whether it does have a positive impact in reducing ESG risk and improving ESG performance. Here, we summarise their findings.
-
White papersAligning investment strategies and sustainable development goals
The United Nations’ 17 Sustainable Development Goals promote sustainable development and work with a selection of indicators to help countries develop implementation strategies and allocate resources accordingly.
-
White papersA thematic framework for investing in the nature and climate transition
We’ve identified five broad investment themes that comprehensively address the challenges of climate change and nature loss.
-
White papersArtificial intelligence is everywhere
The capabilities of artificial intelligence are advancing with the investment focus expanding from computing power to include additional layers of the technologies used to build web or mobile applications. As a result, we are finding more opportunities to invest in stocks of companies that are leaders or beneficiaries of AI.
-
White papersAustralia, a Tech Hub? Crikey!
Australia’s Olympians took home 19 medals in swimming at the Paris games, but the Land Down Under is also making waves in other arenas: software and fintech.
-
White papersImpact Opportunities Equity, Annual Report 2023
As the debate over animal testing intensifies, the Impact Opportunities Equity team explain why companies must establish robust governance and risk management frameworks to ensure ethical practices in ongoing testing. In this report, we explore why embracing the transition to alternatives not only addresses ethical concerns but also presents unique opportunities for innovation.
-
White papersUS election: the Inflation Reduction Act (IRA) and the risk of repeal – Implications for investors
In November the US goes to the polls to decide who will be the next president – the Democrat incumbent Joe Biden or returning Republican nominee Donald Trump. Under Biden, in August 2022 the US introduced the Inflation Reduction Act (IRA), a federal law which aims to, among other things, invest into domestic energy production while promoting clean energy. It represents the largest ever Congressional investment in the energy transition.
-
White papersTechnology Runs Through Asia
Across the “Golden Triangle” and beyond, Asian companies are forming a foundation for global technological growth and development.
