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.
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. .
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:
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*
Forecast to grow 10-15% annually until 2025*, the robotics industry is rapidly changing how we live and work
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*
Get the freshest insights on what the Evolving Economy means for investors.
27 March 2018
How technology is changing how companies and consumers interact
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16 March 2018
When does innovation become investable?
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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.
How can investors access the Evolving Economy?
Internet retailing is forecast to grow 14% a year until 2021, as companies adapt to the needs of today’s connected consumers. Discover the Digital Economy now.
Robotics are rapidly changing how we work and live, increasing efficiency, precision and safety. Don’t miss the robotics revolution!
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*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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