HERO BANNER- INVESTMENT CAPABILITIES - FRAMLINGTON EQUITIES - EVOLVING ECONOMY HOME -The Evolving Economy-

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.


TEXT-INVESTMENT CAPABILITIES - FRAMLINGTON EQUITIES - EVOLVING ECONOMY HOME - What is the Evolving Economy?

What is the Evolving Economy?

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.


TEXT - INVESTMENT CAPABILITIES - FRAMLINGTON EQUITIES - EVOLVING ECONOMY HOME - Why should investors care about 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. .


TEXT - INVESTMENT CAPABILITIES - FRAMLINGTON EQUITIES - EVOLVING ECONOMY HOME - How can investors access the Evolving Economy?

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:


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VIDEO- INVESTMENT STRATEGIES - FRAMLINGTON EQUITIES - THEMATIC EQUITIES HOME - The Evolving Economy


TEXT - INVESTMENT CAPABILITIES - FRAMLINGTON EQUITIES - EVOLVING ECONOMY HOME - How can investors access the Evolving Economy?

How can investors access the Evolving Economy?



*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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