AIM market: a stock picker’s paradise
In the coming years some of the UK’s strongest growth stories could come from the AIM market, according to AXA Framlington UK Smaller Companies Fund Manager, Dan Harlow.
Author: AXA Investment Managers
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Thomas Report – May 2018
In the latest edition of The Thomas Report, Nigel Thomas explores how companies’ ability to respond to change is crucial to success.
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‘St John says…’
Analytical research is turning out more error prone as analysts become more stretched under the burden of a constricting fee base. This can be seen to increase inefficiencies which stock pickers can exploit.
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Short duration bonds: time to tread cautiously?
Nicolas Trindade, manager of the AXA Global Short Duration Bond Fund, expects the rise in volatility witnessed at the start of 2018 to continue into the second half of the year and as a result is adopting a cautious stance within the portfolio. Describing 2018 so far as a “challenging year”, Trindade said a combination…