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.

Welcome to equity investing’s new reality.

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:

56 insights found

The Evolving Economy

Post-COVID-19, innovation in healthcare is here to stay

As the coronavirus pandemic has developed, we have been inspired by the coordinated response of healthcare providers, diagnostic testing companies and the biopharmaceutical industry.

The Evolving Economy

Semiconductors: The brain enabling technology shifts

The semiconductor industry has enjoyed significant growth in the digital age - a trend expected to continue

The Evolving Economy

How COVID-19 has accelerated trends in the digital economy

Many companies at the centre of the digital economy have been well-placed to support life under lockdown

The Evolving Economy

How COVID-19 might impact the longevity economy

Healthcare has come under the spotlight during the coronavirus pandemic, as the sector is seen as a key part of the solution to global health emergency.

The Evolving Economy

How the Digital Economy has been supporting life in lockdown

Many of the companies within the Digital Economy have been well placed to assist with the challenges presented by government enforced policies of Stay at Home and Work from Home during the spread of ...

The Evolving Economy

The Evolving Economy: How companies are navigating long-term trends

New technologies and demographic shifts have changed the ways that companies behave, as they seek to take advantage of long-term trends. Many have taken steps to adapt the way they operate, and the g ...

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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

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