Investing in automation and robotics - How are companies capitalizing on robotics – and what does this mean for investors?
What you need to know about industrial robotics
The demand for industrial robots has accelerated due to the ongoing trend towards automation and innovative technological advancements.
How is automation impacting consumer behaviour?
How is automation influencing consumer behaviour? Jeremy Gleeson and Tom Riley shed some light on this long-term trend.
The robotics industry and the broadening application of this technology
Robotics is a very established field, but the applications of this technology are steadily broadening across industries.
Ageing and Lifestyle
The number of over-60s is expected to triple in size between 2000 and 2050, creating challenges for companies and individuals*
Only 13% of global retail sales are transacted online, which will likely increase as smartphone adoption rises globally*
As a result of huge demographic and environmental changes, Clean Tech is forecast to become a $3 trillion market by 2025*
The growth of the global middle class is at a 150-year high, boosting consumption in Asia and the developing world*
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.
*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.
*Transitioning Societies - UN, correct as at March 2018
*Performance Drivers - AXA IM, correct as at 29 December 2017
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