BANNER - INVESTMENT STRATEGIES - FRAMLINGTON EQUITIES - THEMATIC EQUITIES HOME - EVOLVING ECONOMY - THE CONNECTED CONSUMER

Connected Consumer


TEXT- INVESTMENT STRATEGIES - FRAMLINGTON EQUITIES - THEMATIC EQUITIES HOME - EVOLVING ECONOMY - THE CONNECTED CONSUMER-What is the Connected Consumer?

What is the Connected Consumer?

The rise of smartphones has given consumers globally unprecedented access and choice when it comes to shopping. Digital-native millennials are also reaching their peak spending years, while older, wealthier generations are also increasingly connected and comfortable shopping online.


TEXT- INVESTMENT STRATEGIES - FRAMLINGTON EQUITIES - THEMATIC EQUITIES HOME - EVOLVING ECONOMY - THE CONNECTED CONSUMER- What does the Connected Consumer mean for investors?

What does the Connected Consumer mean for investors?

Traditional businesses are reaching a crunch point where they must adapt to the digital age or be disrupted by more digitally-savvy firms. Retailers are rapidly adapting to the needs of these connected consumers to make shopping quicker, easier and more personalised. We believe this represents a significant structural opportunity for investors seeking long-term growth.


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TEXT- INVESTMENT STRATEGIES - FRAMLINGTON EQUITIES - THEMATIC EQUITIES HOME - EVOLVING ECONOMY - THE CONNECTED CONSUMER- Video - Equity Investing's new reality

Equity Investing's new reality


VIDEO- INVESTMENT STRATEGIES - FRAMLINGTON EQUITIES - THEMATIC EQUITIES HOME - EVOLVING ECONOMY - THE CONNECTED CONSUMER- Welcome to Equity investing's new reality


TEXT- INVESTMENT STRATEGIES - FRAMLINGTON EQUITIES - THEMATIC EQUITIES HOME - EVOLVING ECONOMY - THE CONNECTED CONSUMER- Discover more of the Evolving Economy

Discover more of the Evolving Economy


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KEY FIGURE - INVESTMENT STRATEGIES - FRAMLINGTON EQUITIES - THEMATIC EQUITIES HOME - EVOLVING ECONOMY - THE CONNECTED CONSUMER- The Evolving Economy at AXA Investment Managers

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.


TEXT- INVESTMENT STRATEGIES - FRAMLINGTON EQUITIES - THEMATIC EQUITIES HOME - EVOLVING ECONOMY - THE CONNECTED CONSUMER- Footnotes

*Ageing & Lifestyle - US Department  of Commerce, latest data available as of March 2018
*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
*Performance Drivers - AXA IM, correct as at 29 December 2017

TEXT- INVESTMENT STRATEGIES - FRAMLINGTON EQUITIES - THEMATIC EQUITIES HOME - EVOLVING ECONOMY - Disclaimer

Not for Retail distribution: This document is intended exclusively for Professional, Institutional, Qualified or Wholesale Clients / Investors only, as defined by applicable local laws and regulation. Circulation must be restricted accordingly.

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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In other jurisdictions, this document is issued by AXA Investment Managers SA’s affiliates in those countries.