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Investment Institute
Macroeconomics

What are you seeing in markets as a result of decarbonisation?


In conversation: 3 experts, 3 perspectives

Decarbonisation is undeniably underway, and the implications are huge for the global economy, our investment teams and of course, our clients.

Watch our video series featuring Gilles Moëc, AXA Group Chief Economist & AXA IM Head of Research, Chris Iggo, CIO Core Investments and Mark Gilligan, Head of Infrastructure Equity, Alts. They deep dive into decarbonisation, exploring the macroeconomic landscape and discussing the key challenges and opportunities that arise as we seek to transition to a low carbon economy.

From equity markets to real assets, the investment landscape is changing to allow for decarbonisation. In this third video, our experts look at decarbonisation trajectories within both the markets they cover and at a macroeconomic level.

Macro & investment insight

In conversation: 3 experts, 3 perspectives

Watch our three experts in conversation as they deep dive into decarbonisation, exploring the macroeconomic landscape and discussing the key challenges and opportunities that arise as we seek to transition to a low carbon economy.

Watch the whole video

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    This document is for informational purposes only and does not constitute investment research or financial analysis relating to transactions in financial instruments as per MIF Directive (2014/65/EU), nor does it constitute on the part of AXA Investment Managers or its affiliated companies an offer to buy or sell any investments, products or services, and should not be considered as solicitation or investment, legal or tax advice, a recommendation for an investment strategy or a personalized recommendation to buy or sell securities.

    It has been established on the basis of data, projections, forecasts, anticipations and hypothesis which are subjective. Its analysis and conclusions are the expression of an opinion, based on available data at a specific date.

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    Furthermore, due to the subjective nature of these opinions and analysis, these data, projections, forecasts, anticipations, hypothesis, etc. are not necessary used or followed by AXA IM’s portfolio management teams or its affiliates, who may act based on their own opinions. Any reproduction of this information, in whole or in part is, unless otherwise authorised by AXA IM, prohibited.

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    The value of investments, and the income from them, can fall as well as rise and investors may not get back the amount originally invested.