Impax Asset Management Regulatory News (IEM)

Impax Environmental Markets - Update from QuotedData

9th May 2025

Significant headwinds, but still value

Rising interest rates, a fixation on mega-cap AI stocks, and the election of a US administration that would rather "drill, baby, drill" than address the increasingly obvious and damaging effects of climate change have all combined to turn sentiment against the environmental sector.

However, as Impax Environmental Market's (IEM's) board and managers emphasise, the pressing need to address environmental issues - and the willingness of most countries (and even many US states) to do so - means that, from an economic perspective, IEM's investment case still holds. The shift of investor focus away from the US technology sector and towards Europe is positive for the portfolio, and the companies that IEM is invested in continue to grow sales and profits, but are getting cheaper. At some point, that value will be recognised.

Full Research:

https://quoteddata.com/research/impax-environmental-markets-significant-headwinds-but-still-value-qd/

This research is also available free on our website www.quoteddata.com where you will also find news, performance data and factsheets on every London listed Investment Company. QuotedData writes and distributes research on a number of quoted companies, facilitates meetings between those companies and existing and potential investors and assists in raising additional capital where required.

NB: Marten & Co was paid to produce this note Impax Environmental Markets Plc, and it is for information purposes only. It is not intended to encourage the reader to deal in the security or securities mentioned in this report. Please read the important information at the back of this note. QuotedData is a trading name of Marten & Co Limited which is authorised and regulated by the Financial Conduct Authority. Marten & Co is not permitted to provide investment advice to individual investors categorised as Retail Clients under the rules of the Financial Conduct Authority.

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