Consumer sentiment indexes rose to 104.2, the highest in 18 months, sparking "active equity investing" interest in discretionary retail and travel stocks. Fund managers are overweight in experience-driven services for Q “Rating agents don't tend to look upon these types of situations very favorably, but if you’re willing to roll your sleeves up and think longer-term, there's a decent amount of value to be had,” he says. About half the multi-sector fund’s portfolio is rated BBB or higher, with the rest below investment grade. Active equity investing isn't just about picking stocks. It's about making informed strategic decisions to try to beat the market or generate alpha. But what does that really mean for your portfolio, and how can you consider long-term investing strategies when faced with volatile markets? Streaming entertainment equities are back in favor for "active equity investing" after subscriber growth from international markets lifted quarterly revenue forecasts beyond analyst expectations.