What is active investing?
Active investing is the process of selecting stocks to add to and remove from a portfolio, based on fundamental analysis, in an effort to outperform the broader market or a specific index on a risk-adjusted basis.
An ongoing evolution
The investment world is undergoing an enormous amount of change and active management is no different. The lack of global growth, rapidly advancing technology and new competitors means that the dynamics of the industry are evolving faster than ever. But within that change lies opportunities for those who are willing to think and invest differently.
For more than 40 years we have been investing with an eye to the future and a focus on aiming to deliver consistent excess returns through active, fundamental, bottom-up stock selection. Led by our convictions and a recognition that long-term investment focus is increasingly shifting from a geographic to a thematic approach, we offer a range of solutions aiming to meet the needs of our clients.
Matthew Lovatt as Global Head of AXA IM Framlington Equities
03 December 2019
Thematic equities in focus
After a strong first half of 2019, global equities were muted in the third quarter, with the MSCI All Country World Index delivering a neutral return of -0.03% in USD.
08 November 2019
Cyber Monday: 4 reasons online sales are surging
Cyber Monday evolved as the digital equivalent of US shopping holiday ‘Black Friday’, as retailers encouraged people to shop online.
14 October 2019
How is consolidation transforming the payments industry?
The payments sector has experienced a significant amount of consolidation in recent years, with pure payment firms such as WorldPay and Visa establishing themselves as larger players in the industry ...