What is CleanTech?
Huge demographic, environmental and economic changes are influencing the political and social drive to find clean technology solutions –the global CleanTech market is predicted to expand to $1.3 trillion by 2020, up from $601bn in 2014 .
What does CleanTech mean for investors?
With the shift to clean technology, some traditional energies will naturally become obsolete – so-called ‘stranded assets’. But those businesses that are prepared to adapt could see significant growth potential. We think there are three particular areas of opportunity for companies, namely the low carbon economy, sustainable water management and resource optimisation solutions.
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22 February 2018
Does politics matter to equity investors?
Do politics matter to equity investors? Amanda O’Toole and Dani Saurymper share their views and considerations on the matter. Does
02 March 2018
The Evolving Economy - A fresh approach to equity investing
The way that companies do business has changed dramatically over the last 20 years, but many investors’ approach to equities has remained the same.
16 March 2018
When does innovation become investable?
Today, companies stand on the frontier of enormous technological innovation, but it can be challenging for equity investors to determine which technologies will lead to positive long-term investment ...
Discover more of the Evolving Economy
Forecast to grow 10-15% annually until 2025*, the robotics industry is rapidly changing how we live and work
Just 9% of retail transaction are made online today, which will likely grow as smartphone adoption rises globally*
Ageing and Lifestyle
The number of over-65s is likely to expand more than four times faster than the broader population until 2030*
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.
*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.
*Transitioning Societies - UN, correct as at March 2018
*Performance Drivers - AXA IM, correct as at 29 December 2017
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.
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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