Are consumers the catalyst for environmental change?

  • 08 Octubre 2021 (5 min de lectura)

When it comes to environmental issues, consumers are realising just how powerful their voices can be. They are increasingly lobbying governments and companies to drive significant changes to their environmental policies, as the fear of unsustainable human civilization on earth deepens.

Consumers are demanding change

In China, the power of the consumer has been particularly prevalent. Protesters took to the streets and social media to voice their discontent, as the availability of pollution data and its impact on the health of Chinese citizens has grown. Driven more by fear of continued social unrest than environmental concerns, the Chinese government has started to address the issue of pollution levels.

Electric vehicles (EV) seemed to be one of the most logical options to help mitigate this pollution crisis. EVs are cleaner and reduce the demand for oil, helping to lessen the severe smog in China’s biggest cities. As the world’s largest automobile market1 , China’s EV adoption is driving the expansion and development of EV technologies, making them more affordable for global consumers sooner than expected.

Elsewhere, the detrimental impact of pollution levels on citizen’s health has resulted in campaigners in London calling on City Hall to help protect those most vulnerable to sky high pollution levels. Islington and Hackney borough councils have launched a new initiative to ‘reclaim the streets’2 , allowing only ultra-low emissions vehicles on nine of the borough’s streets during rush hour on weekdays.

The plight caused by plastics

This change is in part being driven by growing social awareness. When David Attenborough’s documentary, Blue Planet II, aired in October 2017, the footage caused global outcry. Viewers were moved by the sheer quantities of plastic waste blighting our oceans and the devastating impact this was having on the Earth’s marine life; calling for companies to clamp down on the production and usage of single-use plastics.

As corporations and governments look to meet the growing demand for transformation and cut their use of single-use plastics and non-recyclable materials, we are likely to see the investable universe for compostable materials continue to expand.

“Unsustainable human civilization on earth is now a reality. Awareness of this is steadily rising among governments, companies and consumers alike, creating opportunities for investors across the clean economy” - Amanda O’Toole, Portfolio Manager, AXA Investment Managers

What does this mean for investors?

We believe that rising consumer awareness and action across four main investable areas – sustainable transport, smart energy, responsible nutrition and recycling and waste reduction – are key to the energy transition.

Our Clean Economy strategy seeks to give investors access to these opportunities by investing in companies whose activities contribute to the energy transition, resource optimisation, or address the issue of water scarcity. We look for high-quality companies that show strong structural growth opportunities related to these themes, rooting our investment process in Framlington Equities’ established, fundamental, stock selection philosophy.

  • U291cmNlOiBmb3JiZXMuY29tIGFzIGF0IDMwLzA1LzIwMTg=
  • U291cmNlOiBuZXdzLmhhY2tuZXkuZ292LnVrIGFzIGF0IDAzLzA5LzIwMTg=


    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.

    Due to its simplification, this document is partial and opinions, estimates and forecasts herein are subjective and subject to change without notice. There is no guarantee forecasts made will come to pass. Data, figures, declarations, analysis, predictions and other information in this document is provided based on our state of knowledge at the time of creation of this document. Whilst every care is taken, no representation or warranty (including liability towards third parties), express or implied, is made as to the accuracy, reliability or completeness of the information contained herein. Reliance upon information in this material is at the sole discretion of the recipient. This material does not contain sufficient information to support an investment decision.

    Advertencia sobre riesgos

    El valor de las inversiones y las rentas derivadas de ellas pueden disminuir o aumentar y es posible que los inversores no recuperen la cantidad invertida originalmente.

    Volver arriba
    Clientes Profesionales

    El sitio web de AXA INVESTMENT MANAGERS Paris Sucursal en España está destinado exclusivamente a clientes profesionales tal y como son Definidos en la Directiva 2014/65/EU (directiva sobre Mercados de Instrumentos financieros) y en los artículos 194 y 196 de la Ley 6/2023, de 17 de marzo, de los Mercados de Valores y de los Servicios de Inversión. Para una mayor información sobre la disponibilidad de los fondos AXA IM, por favor consulte con su asesor financiero o diríjase a la página web de la CNMV

    Por la presente confirmo que soy un inversor profesional en el sentido de la legislación aplicable.

    Entiendo que la información proporcionada tiene únicamente fines informativos y no constituye una solicitud ni un asesoramiento de inversión.

    Confirmo que poseo los conocimientos, experiencia y aptitudes necesarios en materia de inversión, y que comprendo los riesgos asociados a los productos de inversión, tal como se definen en las normas aplicables en mi jurisdicción.