HERO BANNER - INVESTMENT STRATEGIES - FRAMLINGTON EQUITIES - THEMATIC EQUITIES HOME - Evolving equities - transitionning
TEXT- INVESTMENT STRATEGIES - FRAMLINGTON EQUITIES - THEMATIC EQUITIES HOME - EVOLVING ECONOMY - TRANSITIONING SOCIETIES - What are Transitioning Societies?
What are Transitioning Societies?
The ongoing growth of the global middle class is “a historical shift not seen for 150 years” . And almost 90% of the next billion entrants into the middle class will be in Asia . This significant demographic shift is likely to bring a consumption boom in the developing world, as consumption patterns move from fulfilling basic needs to more aspirational purchases.
What do Transitioning Societies mean for investors?
This demographic growth is mirrored by opportunities for investment growth. Equity investors can look to companies serving the changing consumption patterns of societies across frontier, emerging and developed markets – from healthcare companies providing access to medicines, to infrastructure projects connecting people and societies.
22 February 2018
Why the consumer is king for thematic investors?
The consumer is king for thematic investors. Anne Tolmunen and Jeremy Gleeson explain why this is true across both developed and emerging markets.
Watch the video
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.
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
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 - TRANSITIONING SOCIETIES -Footnotes
2. Brookings institute 2017
*Automation - IFR World Robotics Report 2017, latest available data as of March 2018.
*Connected Consumer - Citi Research, Citi GPS “Technology at work v3.0”, August 2017
*Ageing & Lifestyle - US Department of Commerce, latest data available as of March 2018
*CleanTech - Financier Worldwide, “Investing in the clean technology revolution”, January 2016
*Performance Drivers - AXA IM, correct as at 29 December 2017
TEXT- INVESTMENT STRATEGIES - FRAMLINGTON EQUITIES - THEMATIC EQUITIES HOME - EVOLVING ECONOMY - Disclaimer
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