TEXT - INVESTMENT STRATEGIES - FRAMLINGTON EQUITIES HOME - What is active investing....
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.
QUOTE - INVESTMENT STRATEGIES - FRAMLINGTON EQUITIES - Mark beveridge
Mark Beveridge, Global Head, Framlington Equities
KEY FIGURES - INVESTMENT STRATEGIES - FRAMLINGTON EQUITIES - FRAMLINGTON EQUITIES HOME - Our Framlington Equities Key Figures as at 31/12/2017
Our Framlington Equities key figures
Managed accross 3
global financial centres
years of experience*
Source: AXA IM as at 31/12/2017 unless otherwise stated.
*Average years of experience of a Portfolio Manager
TEXT - HOME - Insights title
16 April 2018
Trade War talk obscures a fundamental shift to a multi-polar world
Trade tension is being blamed for what is essentially a ‘normal’ market correction. It is not irrelevant, but it is the new economy that is more important.
26 March 2018
Market Thinking - The long term view on China
The markets are already positioning for the new quarter/financial year.
08 March 2018
Market Thinking - Are ‘old economy’ trade restrictions shifting to the ‘new economy’?
The end of QE continues to reset the environment for bonds, while the aftershocks from the collapse of a number of short volatility trades in early February continue to affect equity markets.