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.
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*
Huge demographic and environmental changes are forecast to make CleanTech a $1.3 trillion market by 2020*
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.
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
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