Welcome to equity investing’s new reality
What is Apple? A technology company, a leisure and lifestyle stock, a healthcare enabler? And how should we assess Amazon’s performance – relative to a retailer, a logistics company, or even a bank?
With many companies’ business models defying traditional sector and regional classifications, we need a new way of analysing the growth drivers behind tomorrow’s long-term performance.
On 20th June, our expert panel of AXA IM and guest speakers discussed the key drivers of today’s evolving economy in the inspiring surroundings of Bloomberg’s new London headquarters.
Discover how these multi-decade themes are reshaping the investment landscape, and hear how our Framlington Equities specialists are harnessing these trends to benefit investors.
Click on the links below to see our speakers’ presentations and watch the full event videos here:
Fund Manager of AXA World Funds – Framlington Robotech
Today robots are rapidly changing multiple aspects of how we live and work. While we are still in the early stages of this disruptive trend, its long-term potential seems evident to a growing number of equity investors. Discover how automation is revolutionising the potential of equities.
Fund Manager of the AXA Framlington Global Technology Fund
The global technology sector is in a multi-year investment cycle, with the world becoming quicker, more powerful and better connected. Hear about how new innovations such as cloud computing, driver assist, autonomous vehicles, Software as a Service (SaaS) and cyber security to name a few, have spurred on significant change for equites.
Dani Saurymper & Linden Thomson
Fund Managers of the AXA Framlington Health Fund and AXA Framlington Biotech Fund
Tapping into long-term and secular trends, the biotech and healthcare sectors are increasingly set to benefit from a number of global themes which are gaining momentum. With life expectancies rising steadily, what are the investment implications of an ageing global population?
Fund Manager of the AXA Framlington Global Thematics Fund
Exploiting long-term themes across the evolving economy
The Evolving Economy is the result of long-term demographic trends and technological developments. Explore the multi-decade themes that we believe will shape the way companies operate in future, which will also have a radical impact on the way equity investors should invest.
Fund manager of the AXA Framlington Financial Fund
Innovations in financial technology like mobile banking, digital payments and blockchain are taking us into a new era. Even at today’s relatively early stage of fintech adoption, we can see the dramatic ways in which it is influencing how we manage our money on a daily basis.
Senior reporter, Bloomberg News
Jeremy has covered technology since 2015 and writes frequently about artificial intelligence and quantum computing as well as cybersecurity, the regulation of tech companies in Europe and the efforts of online platforms, such as Facebook, to combat online extremism.
Director of Security Research & Communications at Trend Micro
Rik is a leading expert in information security and one of the leading figures in online threats and the underground economy. He addresses the challenges emerging technology and online crime poses to the average user and to high security firms. A frequent presenter at global industry events such as the Mobile World Congress, Virus Bulletin, RUSI and the e-Crime Congress, Rik is well-versed in presenting to a large audience. He is frequently interviewed by the BBC, CNN, CNBC, Channel 4, Sky News and Al-Jazeera English and is quoted by national newspapers and trade publications throughout the world.
04 May 2018
What you need to know about longevity in 9 charts
Increasing life expectancies are one of the greatest socioeconomic transformations of our time, with significant implications for companies and investors alike.
16 March 2018
When does innovation become investable?
Today, companies stand on the frontier of enormous technological innovation, but it can be challenging for equity investors to determine which technologies will lead to positive long-term investment ...
15 March 2018
The rise of Robotics – new opportunities in tech investing
Today robots are rapidly changing multiple aspects of how we live and work. Advances in technology mean that robots are now not only capable of performing highly sophisticated and delicate tasks but ...
02 March 2018
The Evolving Economy - A fresh approach to equity investing
The way that companies do business has changed dramatically over the last 20 years, but many investors’ approach to equities has remained the same.
22 February 2018
How is automation impacting consumer behaviour?
How is automation influencing consumer behaviour? Jeremy Gleeson and Tom Riley shed some light on this long-term trend.
22 February 2018
Why companies must be flexible to survive
Companies in today’s environment must be flexible to survive. Understand why with Tom Riley and Dani Saurymper.