May Day bank holiday shortens Asian trading
Mark Tinker
AXA Investment Managers
Many markets, including Hong Kong, are operating a short week this week thanks to the May day bank holiday, which doubtless will leave Monday relatively quiet as well as many take the long weekend. Japan is effectively closed all week for Golden Week. In the UK, the Monday is the Bank Holiday, but in many senses the week will be anything but quiet since Thursday 7 May is the UK general election. The level of uncertainty is enormous, with neither of the major parties looking like winning an overall majority and the potential for disruption as coalitions, and the deals that go with them, is very high. The one currently capturing most attention is of course the role of the SNP as kingmaker. Or as Janan Ganesh of the FT puts it " The PM of the day will stand and fall on the decision of a party with about 4% of the votes in the UK and a founding mission to abolish that country. Ready my weekly 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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