Impax Ellevate Global Women's Leadership Fund Q4 2025 Commentary

Impax Asset Management18 FollowersFollow5ShareSavePlay(13min)CommentsSummaryThe Global Women's Leadership portfolio outperformed the MSCI World Index in the fourth quarter of 2025.Softer US labor market data and signs of consumer weakness in residential housing led the Fed to deliver two additional interest rate cuts during the quarter, despite persistent inflationary pressures.As we enter 2026, our macroeconomic outlook is one of cautious optimism. Falling interest rates and rising government spending should provide support for risk assets. Igor Suka/E+ via Getty Images Performance The Global Women's Leadership portfolio outperformed the MSCI World Index in the fourth quarter of 2025. This outperformance was primarily driven by effective sector allocation and strong security selection, with selection effects accounting for most This article was written byImpax Asset Management18 FollowersFollowFounded in 1998, Impax is a specialist asset manager investing in the opportunities arising from the transition to a more sustainable global economy. Impax believes that capital markets will be shaped profoundly by global sustainability challenges, including climate change, pollution and essential investments in human capital, infrastructure and resource efficiency. These trends will drive growth for well-positioned companies and create risks for those unable or unwilling to adapt. Impax offers a well-rounded suite of investment solutions spanning multiple asset classes seeking strong risk-adjusted returns over the medium to long term. Impax manages funds and accounts in five areas: actively managed long-only equity, fixed income, systematic equities, multi asset, and new energy infrastructure. Impax has offices in the United Kingdom, the United States, Ireland, Denmark, Hong Kong and Japan, approximately £36.9 billion in assets under management and has one of the investment management sector’s largest investment teams dedicated to sustainable development. Note: This account is not managed or monitored by Impax, and any messages sent via Seeking Alpha will not receive a response. For inquiries or communication, please use Impax's official channels.