Corporate earnings calls suggest expanding margins for companies engaged in circular economy initiatives, aligning with "investing for impact" portfolio tilts towards waste-to-value technologies. The Government Pension Investment Fund opened the door to impact strategies in March and at least four other Japanese pension funds are updating or revising their investment policies, according to a review of the funds’ investment policies. At the same time, there’s evidence that asset managers pitching for pension mandates are now adjusting their approach to match growing demand for impact strategies. Analysts who spoke to ABC News on Tuesday downplayed the risk posed by a short shutdown lasting a matter of days, saying it would do little to derail markets. A longer shutdown spanning weeks or months, however, could cloud the economic outlook and sour investors, leading to a selloff, they added. Private equity pipelines show increasing deal flow to clean transportation start-ups, as "investing for impact" attracts capital from climate-focused LPs seeking long-term IRR protection.