Summary
Emerging Markets: Structural Shifts as Allocations Stabilise
Allocations towards EM are stabilizing, but with a notable rotation away from China & HK and towards Taiwan and South Korea.
Switzerland: Key Stocks Drive Ownership Retreat Switzerland’s exposure in Global funds is declining, driven by reduced holdings in Nestle and Roche.
Utilities: Underowned Sector Shows Signs of Life Utilities remain underrepresented in Global portfolios but are seeing renewed interest, with Sustainable strategies among the largest holders.
Apple Inc.: Record Weights as Fund Ownership Grows Apple’s ownership is on the rise, driving average fund weights to record highs after sizeable fund inflows.
Switzerland: Key Stocks Drive Ownership Retreat Switzerland’s exposure in Global funds is declining, driven by reduced holdings in Nestle and Roche.
Utilities: Underowned Sector Shows Signs of Life Utilities remain underrepresented in Global portfolios but are seeing renewed interest, with Sustainable strategies among the largest holders.
Apple Inc.: Record Weights as Fund Ownership Grows Apple’s ownership is on the rise, driving average fund weights to record highs after sizeable fund inflows.
Data Pack Links
For more analysis, data or information on active investor positioning in your market, please get in touch with me on steven.holden@copleyfundresearch.com
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