The Evolving Economy: How companies are navigating long-term trends

L’économie évolutive : comment les entreprises cherchent à tirer parti des tendances de long terme

New technologies and demographic shifts have changed the ways that companies behave, as they seek to take advantage of long-term trends. Many have taken steps to adapt the way they operate, and the goods and services they offer, to navigate the new evolving economy. New businesses have sprung up, while at the same time, companies that still generate most of their revenues from a traditional business or product are making great strides into new industries or customer bases that may make them a compelling long-term investment.

In this video, find out more about how companies have evolved over time, and how the investment universe is changing as a result.

Companies are growing ever more global and multi-sector in their approach, but many investors’ approach to equities remains the same. We’ve identified five themes that we believe will shape the way companies operate in future, which will also have a radical impact on equity investors: automation, the connected consumer, ageing and lifestyle, cleantech and transitioning societies. We call these themes the Evolving Economy.

This is for informational purposes only and does not constitute an offer to buy or sell any investments, products or services and should not be considered as a solicitation, or as investment, legal or tax advice.

Opinions, estimates and forecasts herein are subjective and subject to change without notice. There is no guarantee forecasts made will come to pass. No guarantee, warranty, or representation is given as to the accuracy or completeness of this material. Reliance upon information in this material is at the sole discretion of the reader. This material does not contain sufficient information to support an investment decision.

Issued in the UK by AXA Investment Managers UK Limited, which is authorized and regulated by the Financial Conduct Authority in the UK. Registered in England and Wales No: 01431068. Registered Office: 7 Newgate Street, London EC1A 7NX. In other jurisdictions, issued by AXA Investment Managers SA’s affiliates in those countries.

© AXA Investment Managers 2020. All rights reserved.