Connected Consumer
Technology has given today’s connected consumers unprecedented access to goods and services across the world. But what does the rise of e-commerce mean for companies, consumers and investors?
E-commerce penetration is rising
Over the years, online retail has taken market share from offline retail, a trend we expect to continue in the long term.
Source: Statista, 27 August 2020
Insights
When innovation becomes investable
Distinguishing innovation from investment reality is crucial when investing. Dani Saurymper, Jeremy Gleeson and Tom Riley demonstrate how to tell the difference.
How is automation impacting consumer behaviour?
How is automation influencing consumer behaviour? Jeremy Gleeson and Tom Riley shed some light on this long-term trend.
Cyber Monday
Cyber Monday evolved as the digital equivalent of US shopping holiday 'Black Friday', as retailers encouraged people to shop online. Discover 4 reasons why online sale are surging.
Ageing and Lifestyle
The number of over-60s is expected to triple in size between 2000 and 2050, creating challenges for companies and individuals*
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*
The Evolving Economy at AXA Investment Managers
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Established thematic investor
30-year track record of thematic investing and product innovation
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Innovative research structure
Collaborative research structure to prioritise Evolving Economy exposure over traditional geographic and sector information
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Deep insight to performance drivers
Our proprietary thematic exposure database quantifies Evolving Economy exposure across a universe of c.11,000 companies*
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Active, long-term approach
We distinguish between short-term investment hype and investment reality by focusing on long-term commercial viability.
1 AXA IM, Bank of America Merrill Lynch – Higher Online Penetration Primer, Euromonitor, October 2020
2 Global Consumer Insights Survey 2020, PwC
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Due to its simplification, this document is partial and opinions, estimates and forecasts herein are subjective and subject to change without notice. There is no guarantee forecasts made will come to pass. Data, figures, declarations, analysis, predictions and other information in this document is provided based on our state of knowledge at the time of creation of this document. Whilst every care is taken, no representation or warranty (including liability towards third parties), express or implied, is made as to the accuracy, reliability or completeness of the information contained herein. Reliance upon information in this material is at the sole discretion of the recipient. This material does not contain sufficient information to support an investment decision.
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Produced in the UK by AXA Investment Managers UK Limited, which is authorised and regulated by the Financial Conduct Authority in the UK. Registered in England and Wales No: 01431068. Registered Office: 7 Newgate Street, London EC1A 7NX.