HERO BANNER - INVESTMENT STRATEGIES - FRAMLINGTON EQUITIES - THEMATIC EQUITIES HOME - Evolving equities - transitionning

Transitioning Societies


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” [1]. And almost 90% of the next billion entrants into the middle class will be in Asia [2]. 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.

 


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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

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TEXT- INVESTMENT STRATEGIES - FRAMLINGTON EQUITIES - THEMATIC EQUITIES HOME - EVOLVING ECONOMY - TRANSITIONING SOCIETIES -Footnotes

1. UN 2013
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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