EM Positioning Insights, December 2024

348 emerging market Funds, AUM $418bn Active GEM Funds: Positioning Insights, December 2024 Headlines South Korea:Rotation Drives Exposure to Record Lows Real Estate:Recovery Among Active EM Funds South Africa Financials:Gaining Momentum Among EM Investors Chart Pack South Korea Chart Pack Real Estate Chart Pack S. Africa Financials For more analysis, data or information on active investor positioning in your market, …

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Active Global Funds: Positioning Chart Pack, November 2024

336 Global active equity funds, AUM $1.1tr Active Global Funds: Positioning Chart Pack Summary In this chart pack, we highlight the key country, sector and stock exposures among active Global equity funds. The end of the report includes profiles of the key countries and sectors, providing further details on stock and fund-level exposures. Country Analysis: The USA remains the cornerstone …

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Active GEM Funds: Positioning Chart Pack, Nov 24

349 Global EM Funds, AUM $435bn Active GEM Funds: Positioning Chart Pack, Nov 24 Headlines Country: China, India, Saudi Arabia, and Taiwan remain the key underweight country positions among active EM investors. India, in particular, has seen a dramatic shift from a strong overweight to a significant underweight over the past four years. Sector: Over 60% of active EM fund …

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Global Funds: Extreme Stocks, October 2024

337 Global active equity funds, AUM $1.1tr Global Funds: Extreme Stocks Summary In this report, we screen for stocks at the extreme ends of their positioning or momentum ranges. We synthesize current and historical data on fund positioning with recent manager activity to accurately assess sentiment for each stock within our coverage. Stocks in focus this month: High Positioning, Positive …

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Asia Ex-Japan Funds: Extreme Stocks, October 2024

98 Asia Ex-Japan active equity funds, AUM $55bn Asia Ex-Japan Funds: Extreme Stocks Summary In this report, we screen for stocks at the extreme ends of their positioning or momentum ranges. We synthesize current and historical data on fund positioning with recent manager activity to accurately assess sentiment for each stock within our coverage. Stocks in focus this month: High …

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Emerging Markets Ex-China Insights, October 2024

30 EM Ex-China Funds, AUM $1.7bn Active EM Ex-China Funds: Positioning Insights, October 2024 Headlines Country:India, Taiwan and South Korea dominant.  Versus the benchmark, DM stocks, Argentina and Mexico lead the overweights, whilst India, Taiwan and Saudi Arabia top the underweights. Sector:Technology is the top sector allocation, but strong momentum seen in Communication Services and Consumer Discretionary.  Materials and Energy …

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China Funds: Performance & Attribution Review, Q3 2024

143 MSCI China Equity funds, AUM $38bn MSCI China Funds: Performance & Attribution Review, Q3 2024 Summary China funds enjoyed strong returns to close out Q3 2024, driven by stimulus measures introduced at the end of the quarter. Despite an average rise of 18.7%, over two-thirds of the funds in our analysis underperformed the iShares MSCI China ETF, with a …

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UK Funds: Performance & Attribution Review, Q3 2024

249 UK Equity funds, AUM $180bn UK Funds: Performance & Attribution Review, Q3 2024 Summary In the third quarter of 2024, active UK funds delivered an average return of +2.65%, outperforming the SPDRs FTSE All Share ETF by +0.18%. A slight majority of 51.5% of funds managed to beat the benchmark.   Fund returns ranged from a high of +7.8% …

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Asia Ex-Japan: Performance & Attribution Review, Q3 2024

98 Asia Ex-Japan active equity funds, AUM $53bn Asia Ex-Japan: Performance & Attribution Review, Q3 2024 Summary Active Asia Ex-Japan managers faced challenges in the third quarter of 2024, with average fund returns at +7.6% lagging behind the iShares MSCI AC Asia Ex-Japan ETF by -1.41%. Over two-thirds of the funds in our analysis underperformed the ETF. Returns ranged from …

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Global Funds: Performance & Attribution Review, Q3 2024

337 Global funds, AUM $1.1tr Global Funds: Performance & Attribution Review, Q3 2024 Summary A strong Q3 saw Global managers post average returns of 5.91%, beating the benchmark by 0.24% and with exactly 50% of active funds outperforming the SPDRs MSCI ACWI ETF. Returns ranged from a high of +14.76% to a low of -0.57%, with the core of the …

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