April 2021
Features
Reuse, recycle and rethink sustainability
Over the last three years, sustainability has gone from being something of an investment trend to an imperative for many investors...
23 Apr
23 Apr
Fund Research
Impax Environmental Markets
IEM’s valuation-led approach to growth investing has delivered strong returns through cycles...
01 Apr
01 Apr
March 2021
Replay
Slides and Audio: Jupiter Green
Download the presentation and listen to the audio from our 'Ideas for your ISA' Spring Conference on 03 March...
04 Mar
04 Mar
Features
A true original
ESG has become a buzzword in recent years but Jupiter Green, which has forged a successful track record in socially responsible investing since launch in 2006, was into it before it was ‘cool’…
10 Mar
10 Mar
February 2021
Strategy
Jungle Fever
Soaring interest in ESG has exciting implications, but risks pushing some stocks to distinctly unsustainable valuations...
17 Feb
17 Feb
Strategy
Eurovision 2021
We highlight potential opportunities within the European investment trust space…
04 Feb
04 Feb
Head to head
Dire Straits or Money for Nothing?
As discounts reach historically narrow levels across the board – our analysts debate whether a premium is a price worth paying…
24 Feb
24 Feb
December 2020
Strategy
My haven’t you grown!
How sustainability has gone from zero to hero in 2020…
16 Dec
16 Dec
Fund Research
Menhaden Resource Efficiency
Unique portfolio and good performance means discount looks anomalous...
03 Dec
03 Dec
Fund Research
Impax Environmental Markets
2020 has been IEM’s year, and the future looks bright too…
02 Dec
02 Dec
News
Results analysis: Jupiter Green
The team behind the newly revamped Jupiter Green believe the COVID crisis has sharpened the focus on sustainability, creating a multi-decade opportunity for companies in the portfolio…
15 Dec
15 Dec
August 2020
Head to head
Trump v. Biden
Two of our analysts debate who will win the US election and what that means for markets…
26 Aug
26 Aug
News
Weathering the storm: Impax Environmental Markets
Reporting results for the six months ending June 2020, IEM has continued to attract new investors even during the Coronavirus crisis and could soon face capacity constraints…
20 Aug
20 Aug
July 2020
Strategy
The next big thing: two mega-trends that everyone should own
Tech seems to beat every other sector hands down – in both up and down markets – but nothing lasts forever. Where else should investors be looking for secular growth themes?
09 Jul
09 Jul
Fund Research
Impax Environmental Markets
Strong demand for IEM’s unique offering, means it continues to issue shares and grow...
01 Jul
01 Jul
April 2018
Fund Research
Menhaden Resource Efficiency
Menhaden Capital is a value-focused investment trust that seeks to generate long-term capital growth and income by investing in businesses that deliver, or are well placed to benefit from, the efficient use of energy and resources...
19 Apr
19 Apr
Fund Research
Impax Environmental Markets
A highly-differentiated global equity trust that benefits from the increasing focus on resource efficiency and tighter environmental regulations around the world...
04 Apr
04 Apr