Yahoo Finance
Impax Asset Management, based in London and specializing in sustainable investing, released its Q2 2026 investor letter for the "Impax US Sustainable Economy Fund".
The US Sustainable Economy portfolio outperformed the Russell 1000 in Q2 2026, with Institutional Class at 17.96%, Investor Class at 17.95%, and Class A at 17.92%, versus the index's 15.14%.
Sector allocation and stock selection drove performance.
The sustainability tools, including the Impax Sustainability Lens and Corporate Resilience framework, contributed positively.
Equity markets rallied, with both the S&P 500 and Nasdaq reaching new highs before retreating.
A key trend was rotation into AI and tech stocks, supported by mega-cap earnings and data center investments (US$750bn to US$1tn).
In the second half of 2026, markets may remain volatile amid debates on AI adoption pace and economic momentum.
However, growth tied to energy security and efficiency remains compelling, with demand for power, grid, and resource-efficient solutions supporting companies that benefit.
The team focuses on businesses with strong growth, sound management, and attractive valuations, adjusting holdings as needed.
This approach aims to build well-diversified, differentiated portfolios.
Also, please check the fund's top five holdings for its best picks in 2026.
In its second-quarter 2026 investor letter, Impax US Sustainable Economy Fund highlighted Adobe Inc.
| Product | Price | Change |
|---|---|---|
| Brent Crude | $102.14/bbl | +0.34% |
| WTI Crude | $96.90/bbl | +0.21% |
| EN590 Diesel | $846/MT | +0.18% |
| Jet Fuel A-1 | $1090/MT | +0.55% |
| Mazut M100 | $450/MT | -0.15% |
| Bitumen 60/70 | $470/MT | +0.08% |
| Sulphur Gran 99.5% | $470/MT | -0.44% |
| Urea 46% Gran | $650/MT | +1.12% |
| NPK 16-16-16 | $460/MT | -0.28% |
| Nat Gas TTF | $15.42/MMBtu | +0.92% |
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