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 likely to grow more than 5 time faster than the under-60 population until 2030*
Just 9% of retail transaction are made online today, which will likely grow as smartphone adoption rises globally*
Forecast to grow 10-15% annually until 2025*, the robotics industry is rapidly changing how we live and work
Huge demographic and environmental changes are forecast to make CleanTech a $1.3 trillion market by 2020*
The growth of the global middle class is at a 150-year high, boosting consumption in Asia and the developing world*
Get the freshest insights on what the Evolving Economy means for investors.
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.
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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.
Semiconductors: The brain enabling technology shifts
The semiconductor industry has enjoyed significant growth in the digital age - a trend expected to continue
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
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.
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: 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 ...
*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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