Investment Themes
We believe sustainable investing is key to long-term financial returns.
Sustainability
Climate change poses a real and material risk - responsible investment can help mitigate the effects and create investment opportunities.
COP16: Important outcomes despite crucial issues unresolved
- by
- 19 November 2024 (10 min read)
Ingenuity and opportunity: Navigating the path to net zero
- by Nigel Topping
- 25 October 2024 (5 min read)
Technology
Our latest thinking on the rapid rise of digitalisation and what it means for investors and the future.
Robotech Stories: Warehouse automation and Amazon – a Prime example
- by
- 21 August 2024 (3 min read)
US cements itself as the global centre of tech innovation
- by Tom Riley, ,
- 29 May 2024 (5 min read)
ETFs
Why now could be the time for ETF investors to consider the untapped potential of emerging markets credit
- by
- 23 September 2024 (5 min read)
Governance
Corporate governance and leadership can influence long-term growth and investment returns.
Why responsible investors can present a competitive hedge with the adoption of CSDDD
- by
- 08 July 2024 (10 min read)
What energy transition scenarios are and how they can be used or misused
- by Olivier Eugène
- 28 May 2024 (7 min read)
Investment Guides
Sea Change. Do our oceans and coastlines hold the key to combat climate change?
71% of the earth's surface is covered by water and of this, 96% is in our oceans. It's this natural capital that makes human life possible. But could our oceans also hold the key to fighting climate change? And how can we, as investors, protect against biodiversity loss by investing in both public and private markets?
Our host, Herschel Pant, speaks to Dr. Ana Queiros, Senior Benthic Ecologist at Plymouth Marine Laboratory and winner of the 2022 AXA IM Research Award, and Adam Gibbon, Natural Capital Lead at AXA IM Alts as well as Chris Iggo, Chair of the AXA IM Investment Institute and CIO of AXA IM Core.
Social
Diversity, inclusion and human capital are vital for successful businesses and economic growth.
Mind the gap: Investors’ role in balancing fairness and competitiveness in executive pay
Understanding and responding to the human cost of the green energy transition
A tough backdrop allows ESG to show its worth