Investment Institute

Investment Themes

Technology

Our latest thinking on the rapid rise of digitalisation and what it means for investors and the future.

Key technologies fighting climate change and biodiversity loss – an investor’s guide

by Tom Atkinson
02 October 2023 (10 min read)

The macro impact of Generative AI: Learning from previous tech revolutions

by David Page
25 September 2023 (5 min read)

Riding the wave: Investors embrace the latest AI evolution

by AXA Investment Managers
25 September 2023 (10 min read)

The age of AI and its long-term investment potential

by Chris Iggo, Jeremy Gleeson
22 September 2023 (5 min read)

A new era of automation is here, and investors are paying attention

by AXA IM Investment Institute
06 July 2023 (5 min read)

How genetics innovation has expanded biotech investment opportunities

by Linden Thomson
23 June 2023 (3 min read)

How DNA changed the world of medicine and drives investment opportunities today

by Linden Thomson
11 May 2023 (5 min read)

US industrial policy to spearhead new wave of growth and innovation

by Chris Iggo
12 April 2023 (5 min read)

Technology stocks: Long-term trends present compelling opportunities

by AXA IM Investment Institute
22 March 2023 (5 min read)

Five ways the metaverse could change life in the next decade

by Brad Reynolds, Pauline Llandric
14 February 2023 (5 min read)

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