What is Automation?
Advances in technology are rapidly changing multiple aspects of how we live and work. Industrial robots are now not only capable of performing highly sophisticated and delicate tasks, but are also able to work safely alongside people, helping to drive efficiency and boost productivity.
What does Automation mean for investors?
While we are still in the early stages of this disruptive trend, its long-term potential seems evident to a growing number of equity investors. And, with an opportunity set across both larger and smaller companies, robotics is increasingly being recognized as a viable investment and potentially superior growth area of the market.
Investing in Robotech
To help investors tap into the multi-decade investment potential of Automation, our Robotech strategy focusses on the investable area of the robotics market. This includes industrial automation, robotics-assisted surgery, driverless vehicles and the underlying intelligence which supports robotic technologies.
17 January 2018
The demand for industrial robots has accelerated due to the ongoing trend towards automation and innovative technological advancements.
22 February 2018
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.
23 April 2018
The robotics industry and the broadening application of this technology
Robotics is a very established field, but the applications of this technology are steadily broadening across industries.
12 June 2018
Five unexpected stocks driving the automotive industry
The automotive industry is rapidly evolving from a select group of manufacturers to a broad ecosystem of innovative companies and technologies as electric, autonomous and intelligent cars become a re ...
Discover more of the Evolving Economy
Ageing and Lifestyle
The number of over-65s is likely to expand more than four times faster than the broader population until 2030*
Just 9% of retail transaction are made online today, which will likely grow as smartphone adoption rises globally*
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*
The Evolving Economy at AXA Investment Managers
Established thematic investor
30-year track record of thematic investing and product innovation
Innovative research structure
Collaborative research structure to prioritise Evolving Economy exposure over traditional geographic and sector information
Deep insight to performance drivers
Our proprietary thematic exposure database quantifies Evolving Economy exposure across a universe of c.11,000 companies*
Active, long-term approach
We distinguish between short-term investment hype and investment reality by focusing on long-term commercial viability.
*Connected Consumer - Citi Research, Citi GPS “Technology at work v3.0”, August 2017
*CleanTech - Financier Worldwide, “Investing in the clean technology revolution”, January 2016
*Transitioning Societies - UN, correct as at March 2018
*Performance Drivers - AXA IM, correct as at 29 December 2017
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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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