The Evolving Economy

The Evolving Economy is all about identifying companies that are tapping into multi-decade demographic and technological changes, regardless of their region or sector classifications.

Welcome to equity investing’s new reality.

What is the Evolving Economy?

Companies are growing ever more global and multi-sector in their approach, but many investors’ approach to equities remains the same. We’ve identified five themes that we believe will shape the way companies operate in future, which will also have a radical impact on equity investors: automation, the connected consumer, ageing and lifestyle, cleantech, and transitioning societies. We call these themes the Evolving Economy.

Why should investors care about the Evolving Economy?

These Evolving Economy themes are the results of long-term demographic trends and technological developments. We believe they can offer equity investors access to the best opportunities for long-term structural growth, regardless of how companies are defined geographically or from a sector perspective. .

How can investors access the Evolving Economy?

To help people invest in the companies that are embracing these changes, we have adapted our internal research capabilities at Framlington Equities to incorporate the five main thematics that we believe represent the future for long term fundamental growth investing:

How can investors access the Evolving Economy?

42 insights found

The Evolving Economy

17 May 2019

What do investors need to know about IPOs?

A raft of high-profile, silicon valley companies is predicted to sell their shares publicly this year via an IPO (initial public offering). This has invited much speculation of whether investors shou ...

The Evolving Economy

30 April 2019

What the rise of digital advertising means for investors

Companies are now spending more on digital advertising than traditional advertising, reflecting the changing way in which consumers are accessing information about products and services.

The Evolving Economy

25 April 2019

What has the digital economy given you?

High-speed internet access, the near ubiquity of smartphones and the normalization of online payments have transformed the ways services are delivered and goods are bought and sold.

The Evolving Economy

18 April 2019

Food production that doesn’t cost the Earth

The impact of unsustainable food production has put the planet in a delicate position. But, attitudes are changing, awareness is growing, and new clean technologies are providing the potential for ch ...

The Evolving Economy

18 April 2019

Fintech: A chart primer

Everything investors need to know about the fintech industry in five points.

The Evolving Economy

15 April 2019

Why it pays to play: Video games and the creative industries

Creative industries like media, film, music and advertising are playing an increasingly significant role in today’s digital economy, creating investible opportunities beyond the traditional technolog ...

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*Ageing & Lifestyle - US Department  of Commerce, latest data available as of March 2018
*Connected Consumer - Citi Research, Citi GPS “Technology at work v3.0”, August 2017
*Automation - IFR World Robotics Report 2017, latest available data as of March 2018.
*CleanTech - Financier Worldwide, “Investing in the clean technology revolution”, January 2016
*Transitioning Societies - UN, correct as at March 2018

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