Headlines
In this chart pack, we highlight 10 key investment themes across our Global Emerging Market fund universe.
1. Active Shares Hit All-Time Lows
2. The Small Cap Effect
3. Have we Seen Peak ESG?
4. The Big Rotations in 2024.
5. GCC a Key Focus for EM Investors in 2025
6. Will the Indian Underweight Payoff in 2025?
7. Stock Rotation & Fund Flows
8. Fund-Level Activity in 2024.
9. TSMC – EM Investors Forced Underweight
10. Alibaba Group Holdings : Value Trap?
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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