Investment
Features
FeesSafety
Academy
More
Pluang+

Impax portfolio beats MSCI EAFE in Q2 2026, led by tech and recruitment stocks

Market News
13 Aug 2026
Seeking Alpha
View Source
Bullish
pluang ai news

In Q2 2026, Impax Asset Management's portfolio outperformed the MSCI EAFE benchmark, driven mainly by strong contributions from companies like Infineon Technologies, Tokyo Electron, and Recruit Holdings. However, some holdings such as Murata Manufacturing, SoftBank Group, and Astellas Pharma detracted from performance. Impax focuses on sustainable investment opportunities linked to global challenges like climate change and resource efficiency, managing around £36.9 billion in assets with a commitment to long-term growth. This performance highlights the potential benefits of investing in companies adapting to sustainability trends.

More News

ICF International sees 24% stock upside with 2026 growth driven by energy, AI, and federal projects.

ICF International sees 24% stock upside with 2026 growth driven by energy, AI, and federal projects.

Analyst Barrington raised ICF International's price target to $110, suggesting a 24.45% upside from $88.39. The company expects 3% revenue growth and 5% non-GAAP EPS growth in 2026, fueled by energy, AI, and federal modernization efforts. Q2 2026 ear...

Analyst Insights
Bullish
47 minutes ago
HSBC upgrades YPF to Buy on strong Q2 results and $51B LNG expansion plan

HSBC upgrades YPF to Buy on strong Q2 results and $51B LNG expansion plan

HSBC has upgraded YPF's rating to Buy following strong Q2 2026 results, including a 41.7% revenue increase to $6.57 billion and earnings per share of $3.07, surpassing estimates. YPF raised its 2026 adjusted EBITDA guidance to $8 billion and aims for...

Analyst Insights
Bullish
55 minutes ago
Vivos Therapeutics beats Q2 EPS estimates but misses revenue, faces liquidity concerns.

Vivos Therapeutics beats Q2 EPS estimates but misses revenue, faces liquidity concerns.

Vivos Therapeutics reported Q2 2026 earnings per share of -$0.31, beating analyst expectations of -$0.42, but its revenue of $5.15 million fell short of the $5.63 million estimate. The company, focused on sleep apnea treatments, sees growing patient ...

Company Fundamentals
Neutral
59 minutes ago
Major stocks fall sharply amid mixed earnings and negative outlooks, signaling broader market concerns.

Major stocks fall sharply amid mixed earnings and negative outlooks, signaling broader market concerns.

Several leading stocks, including SoundThinking, TSS, and ADI Global Distribution, dropped significantly due to factors like lowered revenue forecasts and disappointing quarterly results. SoundThinking fell over 25% after cutting its revenue outlook ...

Market News
Bearish
59 minutes ago
Genasys Q3 revenue dips but gross margin jumps; analyst sees 108% stock gain potential

Genasys Q3 revenue dips but gross margin jumps; analyst sees 108% stock gain potential

Genasys reported a Q3 2026 revenue drop to $7.3M due to supply-chain issues and a work suspension, not demand loss. Despite this, gross margin improved to 57.1% and operating loss narrowed to $4M, showing better efficiency. An analyst raised the pric...

Company Fundamentals
Bullish
1 hour ago
banner-footerbanner-footer

Invest & Trade with
#1 Award-Winning Investment Super App