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 Client Group, Core
179 insights found
Yields up, ready for a pause
It is always rather intriguing to watch how investment flows respond to market events.
Why is inflation an investment theme for 2018?
After a disappointing year for inflation in 2017, we expect inflation to rebound and normalize in 2018.
Who’s afraid of US corporate debt?
Pockets of weakness rather than broad fragility characterise the sector