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
20 March 2019
Global water supply will remain stagnant
Global population is increasing while water resources remain the same.
20 March 2019
How can investors choose the right long-term investment themes?
With the pace of technological and demographical changes seemingly moving faster than ever, investors are inundated with new ideas of what the next big investment trend will be.
08 March 2019
Digital Economy : 30 years of the world wide web
We believe investment opportunities will be created as these digital-native millennials hit their peak spending years
1
...
4
5
6
...
36
