Wednesday 30 November 2022
How decarbonization impacts equity markets - Trends Under the Macroscope #43
Welcome to “Trends under the Macroscope”, the new Macro series from CPR AM dedicated to Megatrends!
CPR AM is pleased to present its new audio meeting "Trends under the Macroscope".
Discover Bastien Drut, Head of Thematic Macro Strategy, and his Macroscope on the major transformations of the economy, macro, climate and social issues most likely to affect our investment processes.
Listen Episode 43 - How decarbonization impacts equity markets - Trends Under the Macroscope #43
In Europe, the decarbonization of the economy involves, among other things, the Emissions Trading System (ETS). The sharp rise in the price of the emissions allowances in recent years has had a significant impact on the equity markets, as shown in a recent IMF working paper.