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Fund Positioning Insights
Below we showcase a selection of charts from our market insights analysis, our peer group analysis, and our Datafeeds. Click on any image to see the full-page detail.
Global Equity Funds
Global Funds hit record underweight in US Equities. Value funds double down despite US outperformance.
Global EM Funds
3 Funds consistently delivering higher growth profiles than the benchmark while maintaining low valuation metrics
Global Equity Funds
Outright ownership Sweden, Australia and Brazil has dropped to its lowest levels on record, with fewer funds invested than ever before.
Global EM Funds
Mobius Emerging Markets - Snapshot versus active peers.
Global EM Funds
GEM Funds differ in their market cap exposure. Small caps have outperformed over the last 5-years.
Global EM Funds
A selection of key metrics from our EM Ex-China fund universe
Global Funds
A selection of characteristics and positioning metrics for the Global ESG funds in our analysis
Global Funds
Screening for funds pursuing a consistent strategy of high growth
Global EM Funds
Screening for differentiated portfolios versus the active average.
Global Funds
Tobacco companies appear almost uninvestable after sustained closures by active Global funds.
Global Funds
Argentina overtakes Mexico, then Brazil to become most widely owned country in South America.
Global EM Funds
SK Telekom, Garanti, Cathay Financial are bucking long-term declines in ownership
Global Funds
Key global Consumer Staples names see investment levels drop over the last year.
Global Funds
Active Global Funds rotate into core AI infrastructure stocks.