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
17 July 2018
Emerging Markets and the US & Asian rotation?
The Emerging Market/Developed Market rotation trade is tracking the US$ closely, but we suspect the next rotation into EM may actually have a stronger Asia/China bias.
28 June 2018
The markets remain engrossed in the narrative of Trade Wars
The markets remain engrossed in the narrative of trade wars which have also become the ‘get out clause’ for investors in emerging markets (EM) looking to cut their exposure as we approach the half ye ...