Impax Captures Environmental Investment Opportunities Amid Scarcity
Luciano Lilloy of Impax Asset Management says the NEI Environmental Leaders Fund is targeting companies that optimize scarce resources, in a March 2, 2026 paid piece. He outlines four corporate responses—digitization, electrification, closing loops, and resilience—and highlights suppliers to data centres such as Hubbell, Infineon, Xylem, Autodesk and Waste Management. The fund requires at least 20% revenue from environmental products and favors diversified, valuation-sensitive exposure.
Key Points
- 1Identifies four corporate adaptation strategies: digitization, electrification, circularity, and resilience to resource constraints.
- 2Explains these shifts drive demand for efficiency solutions, creating durable markets with strong pricing power.
- 3Recommends diversified 'picks-and-shovels' exposure to suppliers like Hubbell, Xylem, Infineon for risk-managed returns.
Scoring Rationale
High strategic and actionable insight into durable markets, limited novelty since content is fund manager commentary and promotional.
Sources
Public references used for this report.
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