Evolving Trends

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

Investing in the trends an evolving economy has to offer

Economies and companies are evolving to take advantage of megatrends such as new technology and shifting demographics – and we believe equity investors need to adapt too.

Companies are increasingly global and multi-sector in their approach, but many investors’ approaches to equities has remained the same. This means that investors could be missing out on potentially higher equity returns by continuing to base their equity allocation solely on traditional geographic or sector approaches.

We believe that the trends captured by the evolving economy give investors access to the best opportunities for long-term structural growth, by identifying companies that are tapping into multi-decade demographic and technological changes, regardless of their region or sector classification.

The evolving economy trends shaping the pace of change are: 

  • Connected Consumer: Digitalisation empowers consumers like never before with 24-hour, mobile access to a vast choice of products - companies must evolve to remain competitive.
  • Ageing and Lifestyle: Ageing population trends are creating opportunities for long-term growth investors due to growing demand for healthcare, leisure, wellness, housing and more.
  • Automation: More industries can now use robotics offering greater sophistication, precision for repetitive or hazardous tasks, and may provide affordable labour solutions. 
  • Transitioning Societies: A rapidly growing global middle class is likely to create growth opportunities as goods and infrastructure demand shifts from the basic to the aspirational. 
Evolving Economy

What is the Evolving Economy?

Discover the five themes that we believe will shape the way companies operate in future.

Find out more
How can investors access the evolving economy?

To help people invest in the companies that are embracing these changes, we have adapted our internal research capabilities to incorporate the five main trends that we believe represent the future for long-term fundamental growth investing.

Evolving Economy

Connected consumer

Digitalisation empowers consumers like never before with 24-hour, mobile access to a vast choice of products - companies must evolve to remain competitive.

Read more
EVOLVING ECONOMY

Ageing and lifestyle

Ageing population trends are creating opportunities for long-term growth investors due to growing demand for healthcare, leisure, wellness, housing and more.

Read more
Evolving Economy

Automation

More industries can now use robotics offering greater sophistication, precision for repetitive or hazardous tasks, and may provide affordable labour solutions.

Read more
Evolving Economy

Transitioning societies

A rapidly growing global middle class is likely to create growth opportunities as goods and infrastructure demand shifts from the basic to the aspirational.

Read more

Risks

No assurance can be given that the Evolving Trends strategy will be successful. Investors can lose some or all of their capital invested. The Evolving Trends strategy is subject to risks including counterparty risk, geopolitical risk and the impact of any techniques such as derivatives. 

    Disclaimer

    This document is being provided for informational purposes only.  The information contained herein is confidential and is intended solely for the person to which it has been delivered.  It may not be reproduced or transmitted, in whole or in part, by any means, to third parties without the prior consent of the AXA Investment Managers US, Inc. (the “Adviser”).  This communication does not constitute on the part of AXA Investment Managers a solicitation or investment, legal or tax advice.  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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