The world is changing faster than ever. But what does this mean for investors and what should you do to capitalize on these changes?

From insights on the future of retail to the technologies that could help save our environment, you’ll find something in our Evolving Economy Insights Hub that can potentially help you to future-proof your investment portfolio.

Read on to discover our latest insights – and investment opportunities – across the five long-term growth themes that we call the Evolving Economy.

65 insights found

A Few Hundred Billion Dollars Won’t Fix All the Shortages

Governments are making multibillion-dollar announcements to deal with the global chip shortage. That's unlikely to help at this point and only risks muddying priorities for the future.

Transitioning societies

Ten Talismans for a New Understanding of Cities in Post-pandemic Times

Living in urban areas has been redefined by the Covid-19 pandemic. Dagmar Haase is a professor of Landscape Ecology at Humboldt University of Berlin, and the recipient of an AXA Research Fund award f ...


Why scale matters in the evolving landscape of cashless payments

The coronavirus pandemic has undoubtedly accelerated the move to a cashless society. But while we believe this transition will create new investment opportunities, it also means fresh challenges and ...


The expanding middle class: why global affluence is a developing trend

Despite Covid-19 sending 100 million back into poverty, society is getting wealthier over the long term Over the past few decades, a quiet revolution in living standards has been transforming the w ...


How we’re living smarter: The rise of home automation

Last year, as coronavirus tore through the global economy and bricks-and-mortar businesses fell into a deep paralysis, one sector went from strength to strength: smart devices for the home.

Thematic investing set to transform asset management?

This research report has been written by Broadridge, a global Fintech leader providing a wide range of solutions for the financial services industry and businesses, including data and analytics solut ...

Digital economy

Are we at an inflection point for technology growth?

Technology has attracted a lot of attention this year, with higher interest drawing some concern over valuations. While semiconductor shortages have highlighted the world’s dependence on technology, ...

Ageing and lifestyle

Alzheimer's breakthrough could drive a new wave of biotech innovation and investment

The accelerated approval of the first new Alzheimer's treatment in almost two decades looks set to be a potential game changer for the biotechnology sector.

Digital economy

How has e-commerce shaped the logistics real estate space?

The e-commerce boom has left many retailers needing to rethink the structure of their supply chains to meet consumers’ expectations