China’s issue is economic, not political
Mark Tinker
AXA Investment Managers
Having just returned from Europe, I was struck by the different perspectives on the two dominant themes in the markets at the moment- China and Greece, the former is being painted as a political issue while the latter is being painted as an economic one. In fact, to me at least, it seems to be very much the other way around. China is being accused of trying to manipulate markets when, in my opinion at least, it is merely trying to stabilise them to prevent unnecessary contagion while it maintains necessary economic and financial sector reform. Meanwhile Europe is said to be holding a hard line on Greece in order to achieve necessary economic and financial sector reform when to me it looks like the politicians are trying to enforce political will in the face of economic reality. Read my latest note here: (VIEW LINK)
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AXA Framlington takes an active, fundamental approach to investing. We are high conviction investors with an entrepreneurial mindset that is grounded in intensive company research and bottom-up stock selection as a primary source of added value. Our organisation and investment approach relies on the following investment principles: Dedicated to Proprietary Research: Fundamental research is at the heart of our idea generation and stock selection process Experienced team with significant resources: 50 portfolio managers with over 16 years investment experience supported by dedicated specialist teams and shared resources High Active Share: Portfolio construction reflecting strong conviction within a solid risk framework Accountability: Portfolio Managers are fully empowered to make decisions and fully accountable for results Integrated Risk Management: Direct support from dedicated Specialist Risk Team throughout our investment process
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Mark Tinker
Fund Manager
AXA Investment Managers
AXA Framlington takes an active, fundamental approach to investing. We are high conviction investors with an entrepreneurial mindset that is grounded in intensive company research and bottom-up stock selection as a primary source of added value. ...
Expertise
No areas of expertise
Mark Tinker
Fund Manager
AXA Investment Managers
AXA Framlington takes an active, fundamental approach to investing. We are high conviction investors with an entrepreneurial mindset that is grounded in intensive company research and bottom-up stock selection as a primary source of added value. ...
Expertise
No areas of expertise
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