116 insights found

The Evolving Economy

Question time with Jeremy Gleeson, Fund Manager AXA Framlington Global Technology Fund

The Evolving Economy

Longevity Economy strategy: Progress is being made in the development of a vaccine and clinical trial data are expected to be reported in Q4 2020

Global equity markets continued to rise in August

The Evolving Economy
3 minute read

Global Technology strategy: Positive reports from our companies emphasised the strengths of the business models exposed to technology

The Global Technology strategy performed positively in August

The Evolving Economy
3 minute read

FinTech Strategy: Many companies reported an acceleration in revenues and margins

Global equity markets performed well in August, most notably driven by large technology stocks

The Evolving Economy
3 minute read

Clean Economy strategy: Corporates are increasingly committed to Net Zero targets and are investing accordingly

Global equity markets continued their strong performance through August

The Evolving Economy

Global Thematics strategy: Our companies with strong balance sheets and good cashflow conversion continue to outperform

Global equity markets performed well during August

The Evolving Economy
5 minute read

Digital Economy strategy: Global equity markets have recovered to pre-COVID levels

Q2 2020 earnings season: our companies have reported mostly better than expected results

The Evolving Economy
5 minute read

Robotech strategy: The 5G adoption will stimulate the development of increasingly smart and automated factories as well as connected vehicles

The Robotech strategy performed strongly in August, continuing its Q2 2020 rebound

The Evolving Economy
5 minute read

Themes emerging within the global technology sector

Jeremy Gleeson , Fund Manager of the AXA Framlington Global Technology Fund, discusses the acceleration of tech themes’ adoption due to COVID-19, i.e. the importance of e-commerce and growing consump ...