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 CAPABILITIES - FRAMLINGTON EQUITIES - Matthew Lovatt
Matthew Lovatt as Global Head of AXA IM 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 across 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
15 June 2018
China A share inclusion is significant over the long term
The Singapore Summit looks to be an example of waiting for the event rather than getting caught up in the warm up routine. Although this is only the start of a process, we feel it is broadly positive ...
25 May 2018
The credit cycle is not tight, but is tightening and the usual suspects are being exposed
While ten year US Treasury yields have dipped back below 3%, they remain in a bear trend and having broken through the previous 2013 highs last week to reach levels not seen since 2011 the market re ...
17 May 2018
Market Thinking - China A share inclusion is significant over the long term
China A share inclusion from the end of the month is largely symbolic at the moment. Howeverit is far more significant for what it signals about the potential for investors in China over the next dec ...