Investing in automation and robotics - How are companies capitalizing on robotics – and what does this mean for investors?

What is Automation?

Advances in technology are rapidly changing multiple aspects of how we live and work. Industrial robots are now not only capable of performing highly sophisticated and delicate tasks, but are also able to work safely alongside people, helping to drive efficiency and boost productivity.

What does Automation mean for investors?

While we are still in the early stages of this disruptive trend, its long-term potential seems evident to a growing number of equity investors. And, with an opportunity set across both larger and smaller companies, robotics is increasingly being recognized as a viable investment and potentially superior growth area of the market. 

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The Evolving Economy at AXA Investment Managers

  • Established thematic investor

    30-year track record of thematic investing and product innovation

  • Innovative research structure

    Collaborative research structure to prioritise Evolving Economy exposure over traditional geographic and sector information

  • Deep insight to performance drivers

    Our proprietary thematic exposure database quantifies Evolving Economy exposure across a universe of c.11,000 companies*

  • Active, long-term approach

    We distinguish between short-term investment hype and investment reality by focusing on long-term commercial viability.

*Vieillissement et mode de vie - Nations Unies, mai 2018
*Consommateur connecté - Citi Research, Citi GPS “Technology at work v3.0”, aout 2017
*Technologies propres - Financier Worldwide, « Investing in the clean technology revolution », janvier 2016
*Transformation des sociétés - ONU, données en date de mars 2018
*Connaissance approfondie des entreprises - AXA IM, 29/12/2017

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