Impax Environmental Markets PLC Equity Research & Stock Reports

Equity Research, Broker Reports, and media content on Impax Environmental Markets PLC

Access the latest forecasts, broker valuations, multiples, and video content from the city about Impax Environmental Markets PLC
See live updates from analysts, company announcements, and other news in a personalised/single dashboard

08 Dec 23

Impax Environmental Markets

IEM’s portfolio is cheap, and its shares trade on a wide discount…

Companies: Impax Environmental Markets PLC

Kepler | Trust Intelligence

12 Apr 23

Impax Environmental Markets

The drivers for IEM’s portfolio have been reinforced by changing government, business and consumer support… PUBLIC EXCERPT

Companies: Impax Environmental Markets PLC

Kepler | Trust Intelligence

29 Sep 22

Impax Environmental Markets

IEM’s underlying drivers have been reinforced, yet its premium valuation has crumbled, offering a compelling opportunity...

Companies: Impax Environmental Markets PLC

Kepler | Trust Intelligence

30 Mar 22

You say tomato...

Do it yourself or put it into a global fund and leave it to the experts - our analyst debate the merits of each approach

Companies: FCIT IBT ANII MAVT IEM MIGO ATST JGC AIE WTAN JAM BBH ATT ATT

Kepler | Trust Intelligence

03 Mar 22

Impax Environmental Markets

IEM’s very high premium has eroded, offering a potentially attractive entry point for long term investors

Companies: Impax Environmental Markets PLC

Kepler | Trust Intelligence

24 Nov 21

Holding back the tears

Was COP26 a success or failure? In many ways it is irrelevant. Alok Sharma may have been upset at the last-minute watering down of the final text of COP26. However, its success cannot be attributed to the choice of words settled on at the end. The COP26 conference final agreement is clearly important, but its legacy is likely to be so much more.

Companies: MNP IEM BERI JGC TRIG

Kepler | Trust Intelligence

27 Oct 21

Gone with the wind

Over the course of the last 18 months the world has been battling a crippling pandemic, but thanks to the remarkably fast development of vaccines, the recovery is very much under way. However, a potential threat to this recovery is the alarming rise in energy costs which is being experienced by a number of countries. We would argue that this highlights that there will still be investment opportunities in fossil fuels over the next few years, as well as in the technologies allowing them to be use

Companies: IEM BERI JGC

Kepler | Trust Intelligence

25 Oct 21

Impax Environmental Markets - Overview

Impax Environmental Markets (IEM) is the standard bearer for sustainability-focussed trusts. For nearly two decades, it has offered exposure to mid- and small-cap companies exposed to the transition to a more sustainable economy. The last few years have seen what has historically been a niche area of investment finally become mainstream. IEM has ridden this wave of investor enthusiasm, reflected in both strong NAV performance relative to world equities, but also a discount giving way to a premiu

Companies: Impax Environmental Markets PLC

Kepler | Trust Intelligence

10 Jun 21

Green is good!

Policymakers have arguably kept their heads in the sand over the threat from global warming, but 2021 seemingly marked a watershed moment. Looking for ways to stimulate economies in the wake of the COVID-19 pandemic, policymakers have responded with the promise of an unprecedented influx of fiscal stimulus, one of the focuses of which is the sustainability of the infrastructure of developed economies. One of the largest investment opportunities appears to be in renewable energy, both via the con

Companies: HNE IEM BERI JGC UKW USF

Kepler | Trust Intelligence

01 Apr 21

Impax Environmental Markets - Overview

Impax Environmental Markets (IEM) offers exposure to mid- and small-cap companies the managers expect to profit from the transition to a more sustainable economy. The trust has performed very well relative to wider equity markets over the past five years – especially in share price terms. The managers have a disciplined investment process which they believe has helped them cope with the huge shifts in equity markets seen over the past 12 months. Impax are growth investors but have a strong valu

Companies: Impax Environmental Markets PLC

Kepler | Trust Intelligence

03 Feb 21

Eurovision 2021

Europe, despite its intention to put past crises to rest, may end up being a major economic flashpoint in 2021. With sudden developments in Italian politics, battles over vaccinations and bonds that guarantee a loss, investors may be forgiven for expecting the once benign region to be the next big source of volatility. Yet there is an equal argument for a European renaissance with pan-European stimulus, attractively valued equities and increasing demand for sustainable investing; the argument is

Companies: EOT MNP IEM BRGE JGC EAT JEDT

Kepler | Trust Intelligence

07 Jan 21

This time next year Rodney...

I once sat through a three-hour performance of Samuel Beckett’s Waiting for Godot at the Theatre Royal which, despite the best efforts of Ian McKellen and Patrick Stewart – both of whom I like very much – to this day remains one of the dreariest experiences of my life. It is on that note that we welcome 2021, with all the promise it holds, and return to our ‘top picks’ for 2020, a year which is probably best summarised (for those of us lucky enough to have been not directly impacted by the virus

Companies: OCI BRLA BRWM HOT IEM JEMA RICA IPU JUGI SMT MINI GPM BHMG TFG

Kepler | Trust Intelligence

16 Dec 20

My haven’t you grown!

Like childbirth, we think 2020 will be remembered for what it produced rather than the agony of the experience. Events have conspired that, rather than the sickly and unpopular child it once was, sustainability as an investment theme has become a thriving, healthy teenager which seems destined for great things (note the torturous lack of gender specifics in this sentence, another thing we can thank 2020 for). As with many trends that were already in progress at the start of 2020, the speed at w

Companies: JFJ HNE MNP PAC IEM BERI ATST JGC MWY MHN

Kepler | Trust Intelligence

02 Dec 20

Impax Environmental Markets - Overview

Having been one of the forerunners of the sustainable investment theme, Impax Environmental Markets (IEM) now finds itself in the epicentre of what we believe is strengthened secular growth post-COVID-19. The trust seeks to invest in companies which will profit from the transition to a more sustainable economy. An investment theme that seems likely to run for many years yet. As we discuss in Portfolio, IEM offers a specialist exposure to mid and small-cap companies around the world within four b

Companies: Impax Environmental Markets PLC

Kepler | Trust Intelligence

14 Oct 20

Nice guys finish first

ESG investing, Environmental, Social, and Governance respectively, is much in vogue and has ended up weaving its way into almost every manager’s investment thesis, though with varying degrees of genuine integration. In this article we shine light on where ESG originated from, how Kepler Trust Intelligence goes about analysing ESG, and examples of trusts which demonstrate both good ESG credentials but also the nuances of assessing ESG.

Companies: HNE IEM BERI JGC MWY UKW TRIG NESF

Kepler | Trust Intelligence