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
14 November 2016
Market Thinking - A view from the equity market
There has been so much already written about the US election, it feels difficult to add very much and we certainly try and avoid pontificating on politics, not least because things become emotional a ...
07 November 2016
Market Thinking - A view from the equity market
In some senses we have to question whether or not it is worth writing anything so close to the US presidential election. After all, in three days’ time, everything will be settled. Except of course.. ...
01 November 2016
Market Thinking - A view from the equity market
While we have the Federal Reserve (Fed) talking this week and the usual non-farm payrolls on Friday, it’s the FBI announcement last Friday that has obviously dominated market thinking for the last .. ...
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