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 * AXA IM Core
 * Investment Themes
 * Thematic Equities




THEMATIC EQUITIES

The evolving economy is all about identifying companies that are tapping into
multi-decade demographic and technological changes, regardless of their region
or sector classifications.

 * Overview
 * Our Strategies
 * Active Thematic Investing
 * Why AXA IM?
 * Related Articles


WHAT IS THE EVOLVING ECONOMY?

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.


WHAT IS THEMATIC INVESTING?

Thematic investing – often called trend investing or mega-trend investing – is a
broad term used to describe investment approaches which focus on certain
economic, corporate, social or technological themes. In today’s highly
disruptive world, these themes are typically focussed around the main two
drivers of long-term corporate behaviour – demographic shifts and technological
changes.

The five evolving economy themes we have identified are the results of long-term
demographic trends and technological developments. We believe they can offer
equity investors access to the best opportunities for long-term structural
growth, regardless of how companies are defined geographically or from a sector
perspective.


DOES THEMATIC INVESTING WORK?

We believe that geographic or investment sector definitions – which were once a
convenient way for investors to classify companies and decide asset allocations
– must evolve to meet the reality that the world is increasingly complicated and
connected than ever before.

A thematic investment approach aims to help investors:

 * Tap into drivers of long-term change and growth
 * Better identify companies’ longer-term prospects
 * Articulate particular investment convictions


IS THEMATIC INVESTING A LONG-TERM APPROACH?

We believe that thematic investing should fundamentally seek long-term outcomes
for investors and is therefore a rational rather than fashionable approach. In
fact, we see thematic as the new normal of equity investing.

While many individual themes or trends can capture investors’ attention, it’s
important to take a nuanced and diversified approach. This can help investors
mitigate volatility and cyclicality which may arise from a theme having a small
or concentrated investible universe of suitable companies.

How can investors access the evolving economy?

To help people invest in the companies that are embracing these changes, we have
adapted our internal research capabilities to incorporate the five main trends
that we believe represent the future for long-term fundamental growth investing.

Evolving Economy


METAVERSE

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

Read more
Evolving Economy


CLEAN ECONOMY

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

Read more
Evolving Economy


CONNECTED CONSUMER

Only 18%2 of global retail sales are transacted online, which will likely
increase as smartphone adoption rises globally.

Read more
Evolving Economy


AGEING AND LIFESTYLE

The number of over-60s1 is expected to triple in size between 2000 and 2050,
creating challenges for companies and individuals.

Read more
Evolving Economy


AUTOMATION

Forecast to grow 10-15% annually until 20253, the robotics industry is rapidly
changing how we live and work.

Read more
Evolving Economy


TRANSITIONING SOCIETIES

The growth of the global middle class is at a 150-year high4, boosting
consumption in Asia and the developing world.

Read more
Evolving Economy


EVOLVING TRENDS

Discover a single point of access to the five major long-term growth themes we
have identified in the evolving economy.

Read more


ACTIVE THEMATIC INVESTING

We believe that active management plays a crucial role in adding value when
investing in such long-term thematic opportunities. Accordingly, our team seeks
to identify the companies that are best placed to benefit from the themes,
rather than just investing in a basket of stocks exposed to the theme.

Disruption in the corporate world is dynamic in nature, and it is therefore
critical to identify the individual long-term winners, as there are losers even
in areas of high structural growth.

Understanding the difference between short-term hype and longer-term commercial
reality is therefore crucial for investors looking for sustainable performance.

A thematic approach can also help investors understand how companies which are
evolving their business model might fare in future – for example, a company
which still generates most of its revenues today from a traditional business or
product, may be making great strides into a new industry or customer base that
may make it a compelling long-term investment.


WHY AXA IM FOR THEMATIC INVESTING?

1.
Rigorous selection process to identify long-term growth themes

To differentiate market hype from the investable reality when identifying
long-term trends, we look for evidence (like research/statistics from relevant
and credible sources) that the theme has the potential to deliver 10% or more
growth year-on-year over the next decade.

2.
Active approach for sustainable long-term outcomes

As companies become more global and more multi-sector, understanding a
businesses’ market, strategy and customers is crucial to identifying the
long-term winners and losers within a theme.

 * Time tested active approach since 1960
 * Focus on companies with the proven ability to deliver commercially
   sustainable results from innovations 
 * 100s of meetings each year with company management helps us identify winners
   and losers 

Our active selection approach is rooted in AXA IM Equity’s’ fundamental
philosophy of selecting high-quality companies we think have the highest
potential, rather than just investing in a basket of stocks that operate in a
certain sector.

3.
Focus on thematic purity through innovative proprietary research

To give investors access to long-term drivers of returns, we have evolved our
collaborative research organization to prioritise thematic exposure over
geographic and sector information which is less relevant for evaluating today’s
multi-sector businesses.

 * Collaborative research pods help us combine deep expertise with a best-ideas
   approach

Our proprietary thematic exposure database also allows us to quantify companies’
levels of exposure to specific themes across the evolving economy, across a
universe of approximately 11,000 listed companies.

Image


Source: AXA IM, for illustrative purposes only.

Our portfolios tend to have a high level of purity related to the themes.
Typically more than 70% of stocks in our portfolio have high or medium exposure
to a specific growth theme* . This ensures high thematic purity with suitable
diversification, while also allowing us to invest in companies with high
potential at an earlier stage of tapping into long-term trend or changing their
business. 

Note: All figures quoted are from AXA IM, correct as at 30 September 2020.

Equities


THEMATIC INVESTING SET TO TRANSFORM ASSET MANAGEMENT

A view of the global growth in thematic equity investing.

Download the report


RELATED ARTICLES

View all

Equities


METAVERSE ACADEMY: GAMING

 * by Pauline Llandric
 * 18 July 2022 (5 min read)

Equities


GETTING PAST THE GROWING PAINS OF THE DIGITAL ECONOMY

 * by Jeremy Gleeson
 * 20 June 2022 (5 min read)

Technology


THE DIGITAL ECONOMY: REASONS FOR OPTIMISM IN 2022

 * by AXA Investment Managers
 * 24 January 2022 (5 min read)




RISKS



No assurance can be given that our equity strategies will be successful.
Investors can lose some or all of their capital invested. Our strategies are
subject to risks including counterparty risk, credit risk, geopolitical risk,
liquidity risk, and the impact of any techniques such as derivatives.


 * [1] US Department of Commerce, latest data available as of March 2018
 * [2] Statista, 3rd Feb 2022
 * [3] IFR World Robotics Report 2020, latest available data as at 18 September
   2019
 * [4] UN, correct as at March 2018
 * [*] Subject to change without notice

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.

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