Automation
Investing in automation and robotics - How are companies capitalizing on robotics – and what does this mean for investors?
Insights
17 January 2018
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.
22 February 2018
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.
23 April 2018
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 likely to grow more than 5 time faster than the under-60 population until 2030*
Connected Consumer
Just 9% of retail transaction are made online today, which will likely grow as smartphone adoption rises globally*
Clean Tech
Huge demographic and environmental changes are forecast to make CleanTech a $1.3 trillion market by 2020*
Transitioning Societies
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
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Established thematic investor
30-year track record of thematic investing and product innovation
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Innovative research structure
Collaborative research structure to prioritise Evolving Economy exposure over traditional geographic and sector information
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Deep insight to performance drivers
Our proprietary thematic exposure database quantifies Evolving Economy exposure across a universe of c.11,000 companies*
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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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Produced in the UK by AXA Investment Managers UK Limited, which is authorised and regulated by the Financial Conduct Authority in the UK. Registered in England and Wales No: 01431068. Registered Office: 7 Newgate Street, London EC1A 7NX.