Framlington Equities
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.
Our approach
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
Insights
16 January 2017
Market Thinking - A view from the equity market
This time of year tends to be full of presentations and conferences at which strategists and economists set out their predictions for the year ahead. As we discussed before Christmas, these rituals.. ...
24 January 2017
Market Thinking - A view from the equity market
Financial markets are broadly neutral when it comes to politics. This is not to say that they are indifferent, rather that smart investors recognise the risks associated with aspects of behavioural.. ...
20 December 2016
Market Thinking - A view from the equity market
When I worked as a sell side strategist, literally back in the last century, I was once advised by my then head of sales that there was no point in writing anything any later in December than the Var ...
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