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’ approach 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

The evolving economy trends shaping the pace of change.

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.

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.

Evolving Economy

Automation

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

Evolving Economy

Clean Economy

Innovative companies are creating solutions to address pressures on scarce natural resources and the need for greenhouse gas emission reduction.

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.

Evolving Economy

Metaverse

The Metaverse is driven by companies that, from our perspective, have the potential to generate strong growth over the next decade.

Our solution

Evolving Trends offers investors a single point of access to high-quality companies benefiting from one or more of the five major growth themes within the evolving economy. While these structural themes are not new, we believe we are still in the relatively early stages of accessing their investment potential.

Evolving Trends strategy

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Our strategy aims to capture the long-term growth potential of the five Evolving Economy themes.

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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 promotional communication does not constitute on the part of AXA Investment Managers a solicitation or investment, legal or tax advice. This material does not contain sufficient information to support an investment decision.

    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.