AXA Investment Managers has changed its internal research capabilities in the Framlington Equities unit to integrate five themes that it believes will have a major impact on future returns.
The firm said the five themes will shape the way companies operate in the future as a result of the evolving economy and will offer growth opportunities to investors over a multi-decade time horizon. The five themes include "ageing and lifestyle" led by Dani Saruymper, which focuses on opportunities from higher life expectancy, while the "connected consumer" theme, headed up by Jeremy Gleeson, covers the e-commerce value chain. "Automation", led by Tom Riley, looks at the adoption of robotics across all industries; "cleantech", fronted by Amanda O'Toole, covers sustainable resources m...
To continue reading this article...
Join Investment Week for free
Signup and gain exclusive members-only insights - all free of charge!
- Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
- Get ahead of regulatory and technological changes affecting fund management
- Important and breaking news stories selected by the editors delivered straight to your inbox each day
- Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
- Be the first to hear about our extensive events schedule and awards programmes
