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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:
- Diversified access to investible long-term growth themes
- High level of purity to growth themes
- 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
- 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
- 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.
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 document is for informational purposes only and does not constitute investment research or financial analysis relating to transactions in financial instruments as per MIF Directive (2014/65/EU), nor does it constitute on the part of AXA Investment Managers or its affiliated companies an offer to buy or sell any investments, products or services, and should not be considered as solicitation or investment, legal or tax advice, a recommendation for an investment strategy or a personalized recommendation to buy or sell securities.
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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