Our full range of Evolving Economy strategies bring together our shared thematic investing philosophy, team and processes. All our thematic investment solutions aim to provide investors with:

  1. Diversified access to investible long-term growth themes
  2. High level of purity to growth themes
  3. Active, long-term thematic approach from an established manager

Discover a single point of access to the five major long-term growth themes we have identified in the entire Evolving Economy.


Ageing populations are one of the greatest social, economic and political transformations of our time. Discover the long-term growth potential of this transformation by investing in companies operating across four areas we associate with the economic implications of longevity:

  • Silver Spending
  • Wellness 
  • Treatment
  • Senior Care


Today’s connected consumer has unprecedented choice and convenience when it comes to shopping. Learn more about the global growth companies operating across the digital economy, from the Discovery, Decision-making and Delivery of goods and services. We also look at the ‘Data and enablers’ companies which help traditional businesses transition to the digital economy.


Population growth and rising global wealth levels continue to increase demand for energy, transportation, food and water. Unlock the companies whose activities should contribute to the energy transition and resource optimization, across:

  • Smart Energy 
  • Sustainable Transport
  • Responsible Nutrition
  • Recycling and Waste Reduction


The demand for industrial robots has accelerated in recent years due to the ongoing trend towards automation and innovative technological advancements. To help investors tap into the multi-decade investment potential of automation, we have identified four investable area of the robotics market, across:

  • Industrial Automation
  • Transport
  • Healthcare
  • Technology Enablers


Innovations in financial technology like mobile banking, digital payments and blockchain are taking us into a new era of disruption. Discover the expanding global universe of companies operating in the fintech market, as they apply technological innovations to disrupt and improve the delivery of financial services.

What is the Evolving Economy?

The Evolving Economy is all about identifying companies that are tapping into multi-decade demographic and technological changes, regardless of their region or sector classifications.

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