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-60s is expected to triple in size between 2000 and 2050, creating challenges for companies and individuals*
Connected Consumer
Only 13% of global retail sales are transacted online, which will likely increase 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
As a result of huge demographic and environmental changes, Clean Tech is forecast to become a $3 trillion market by 2025*
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.
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!
75 insights found
Why green energy is nowhere near bubble territory
Rising valuations for clean energy companies highlights the importance of fundamental analysis and a considered view
What impact could robotic surgery have on the future of healthcare?
Technological advancements have seen the application of surgical robots broaden over time to include general surgery and delicate operations
Sustainable diets: A new theme on the menu for investors?
While a more sustainable diet is a growing trend for consumers, investing in it is far from straightforward.
How new innovations in technology could help prevent a global water crisis
Population growth and increasing urbanisation around the world are outpacing water supply
What investors need to know about the clean economy
Governments, companies and consumers are assessing their environmental practices and developing new solutions, as the impact of climate change takes its toll on the planet.
Quick Take with Mark Hargraves on the evolving economy
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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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