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.
Matthew Lovatt as Global Head of AXA IM Framlington Equities
23 insights found
19 February 2019
Is India the next battleground for China v US?
A combination of attractive valuation and an end to distressed selling has helped markets recover in the first six weeks of the year.
29 January 2019
China is not stimulating
This time last year the macro consensus was for strong global growth, led by China and emerging markets.
15 January 2019
From weak to strong hands
Certain aspects of markets feel like early 1999, volatility is spiking as leveraged low volatility trades blow up, and a bout of distressed selling is being misinterpreted as markets being warned abo ...