Innovative companies are creating solutions to address pressures on scarce natural resources and the need for greenhouse gas emission reduction.
What is Clean Economy?
Clean economy (‘Clean Eco’), refers to companies who seek to have a positive environmental impact, by developing new technology across areas such as energy efficiency, smart grids, clean energy and sustainable resources.
Each day, more than 200,000 additional people populate the planet, further challenging how far natural resources must stretch to sustain human life. Clean Economy companies strive to create genuine solutions to help address these challenges.
The ‘Clean Economy’ is the rapidly growing universe of companies whose activities improve resource sustainability, support the energy transition (from fossil-based to zero-carbon energy production and storage) or address the issue of water scarcity.
Does politics matter to equity investors?
Do politics matter to equity investors? Amanda O’Toole and Dani Saurymper share their views and considerations on the matter. Does
The Evolving Economy - A fresh approach to equity investing
The way that companies do business has changed dramatically over the last 20 years, but many investors’ approach to equities has remained the same.
When innovation becomes investable
Distinguishing innovation from investment reality is crucial when investing. Dani Saurymper, Jeremy Gleeson and Tom Riley demonstrate how to tell the difference.
Forecast to grow 10-15% annually until 2025*, the robotics industry is rapidly changing how we live and work
Only 13% of global retail sales are transacted online, which will likely increase as smartphone adoption rises globally*
Ageing and Lifestyle
The number of over-60s is expected to triple in size between 2000 and 2050, creating challenges for companies and individuals*
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.
 Source: Worldometer aggregate from United Nations Population Division, World Health Organization (WHO), Food and Agriculture Organization (FAO), International Monetary Fund (IMF), and World Bank, correct as at September 2020.
*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
Investment in equities involves risks including the loss of capital and some specific risks such as counterparty risk, derivatives, geopolitical risk and volatility risk. Some strategies may also involve leverage, which may increase the effect of market movements on the portfolio and may result in significant risk of losses.
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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.