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.

52 insights found

The Evolving Economy

25 March 2020

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 ...

The Evolving Economy

31 January 2020

It’s a match: How do dating apps make money?

Online dating is now widely, and increasingly, accessible thanks to the adoption of smartphones - those in the market for romance can now easily search for potential partners using a variety of crite ...

The Evolving Economy

03 December 2019

Thematic equities in focus

After a strong first half of 2019, global equities were muted in the third quarter, with the MSCI All Country World Index delivering a neutral return of -0.03% in USD.

The Evolving Economy

08 November 2019

Cyber Monday: 4 reasons online sales are surging

Cyber Monday evolved as the digital equivalent of US shopping holiday ‘Black Friday’, as retailers encouraged people to shop online.

The Evolving Economy

14 October 2019

How is consolidation transforming the payments industry?

The payments sector has experienced a significant amount of consolidation in recent years, with pure payment firms such as WorldPay and Visa establishing themselves as larger players in the industry ...

The Evolving Economy

01 October 2019

How are robots driving growth in non-automotive industries?

Since the 1950s, robotics have historically been applied to – and has been instrumental in the development of – the automotive industry, cutting out time-intensive inefficiencies such a ...

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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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