What are Regional Equities?

A regional equities strategy invests in companies within a specific geographic region. This can be a continent, like Asia or Europe, for example, a type of economy, for instance emerging markets, or even a single country. 

Why consider a Single Country or Regional strategy?

A single country or regional strategy can provide an efficient way to increase portfolio exposure to a desired country or region that might be underrepresented in a global or international index. It can also be useful when an investor feels that a particular region or country has the potential to outperform the broader market and he or she has the ability to build a diversified portfolio by purchasing various country/regional products. Finally, if unhedged, such a strategy can also provide currency diversification.

Our approach to Regional and Single Country Equities

UK

A core focus of the Framlington equity offering, our UK equity team covers large, mid and small-cap sectors. The team has over 30 years’ experience and combines in-depth, bottom-up research, including a rigorous schedule of company meetings, with a strong top-down understanding of the broad macroeconomic drivers at work within the UK economy.

Europe

We have over 30 years’ experience managing European equities and our strategies cover everything from broad pan-European solutions to more focused, country-specific offerings. Core solutions adopt a growth orientated investment philosophy, while our country specialists take an unconstrained approach.

Emerging markets

Allocating to sectors rather than countries, our experienced managers combine a bottom-up approach with a rigorous schedule of company meetings in an effort to find companies that we believe can consistently generate a superior return on invested capital.  

The US

We apply a disciplined approach to growth investing with a focus on companies that we see as leaders in their field. We have a bias toward sectors with high levels of innovation.

Asia

We take a multi-cap approach to Asia that includes an ability to invest in the Chinese A Share market. Combining macroeconomics with a thematic approach and company specific analysis, we are focused on trying to find companies that we believe show above average yield and/or seek growth in dividends. 

This page is for informational purposes only and does not constitute on the part of AXA Investment Managers or its affiliated companies an offer to buy or sell any investments, products or services and should not be considered as a solicitation or as investment, legal or tax advice. The strategies discussed herein may not be available in all jurisdictions and/or to certain types of investors. Opinions, estimates and forecasts herein are subjective and subject to change without notice. There is no guarantee forecasts made will come to pass. No guarantee, warranty, or representation is given as to the accuracy or completeness of this material. Reliance upon information in this material is at the sole discretion of the reader. This material does not contain sufficient information to support an investment decision.