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.
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:
Ageing and Lifestyle
The number of over-65s is likely to expand more than four times faster than the broader population until 2030*
Connected Consumer
Just 9% of retail transaction are made online today, which will likely grow as smartphone adoption rises globally*
Automation
Forecast to grow 10-15% annually until 2025*, the robotics industry is rapidly changing how we live and work
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*
Our insights
Get the freshest insights on what the Evolving Economy means for investors.
Insights
27 March 2018
How technology is changing how companies and consumers interact
Robots were once a niche opportunity, but significant technological changes over the last few years, such as sensors and vision systems, are enabling more mainstream adoption of robotics and automati ...
16 March 2018
When does innovation become investable?
Today, companies stand on the frontier of enormous technological innovation, but it can be challenging for equity investors to determine which technologies will lead to positive long-term investment ...
02 March 2018
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.
Digital Economy
Internet retailing is forecast to grow 14% a year until 2021, as companies adapt to the needs of today's connected consumers. Discover the digital economy now.
Robotech
Robotics are rapidly changing how we work and live, increasing efficiency, precision and safety. Don't miss the robotics revolution!
42 insights found
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 ...
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.
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.
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 ...
18 April 2019
Fintech: A chart primer
Everything investors need to know about the fintech industry in five points.
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
This promotional communication does not constitute on the part of AXA Investment Managers a solicitation or investment, legal or tax advice. This material does not contain sufficient information to support an investment decision.
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