Jeremy Gleeson
Portfolio Manager, Equities, AXA IM
February 3, 2022
Discovery, decisions, delivery and data: The digital economy’s key long-term drivers
We have identified several key areas within the digital economy which are driving its growth - discovery, decisions, delivery, as well as data and enablers. Together they are creating a widespread pool of investment opportunities across the entire value chain, as digitalisation becomes an ever-greater part of our lives.