Defining Global Quality
- Steve Holden
- July 31, 2026
- Global
- 0 Comments
China allocations have recovered from the lows, but momentum has stalled—masking active shifts beneath the surface.
Continue Reading
Active UK Funds: Performance & Attribution H1 2026
- Steve Holden
- July 24, 2026
- UK
- 0 Comments
China allocations have recovered from the lows, but momentum has stalled—masking active shifts beneath the surface.
Continue ReadingActive Asia Ex-Japan Funds: Performance & Attribution H1 2026
- Steve Holden
- July 21, 2026
- Asia
- 0 Comments
China allocations have recovered from the lows, but momentum has stalled—masking active shifts beneath the surface.
Continue ReadingActive GEM Funds: Performance & Attribution H1 2026
- Steve Holden
- July 20, 2026
- Emerging Markets
- 0 Comments
China allocations have recovered from the lows, but momentum has stalled—masking active shifts beneath the surface.
Continue ReadingActive Global Funds: Performance & Attribution H1 2026
- Steve Holden
- July 20, 2026
- Global
- 0 Comments
China allocations have recovered from the lows, but momentum has stalled—masking active shifts beneath the surface.
Continue Reading
Taiwan & South Korea Overtake China: Dashboard Deep-Dive
- Steve Holden
- June 29, 2026
- Emerging Markets
- 0 Comments
China allocations have recovered from the lows, but momentum has stalled—masking active shifts beneath the surface.
Continue Reading
Indonesia: Record Lows But Not Abandoned
- Steve Holden
- June 29, 2026
- Emerging Markets
- 0 Comments
China allocations have recovered from the lows, but momentum has stalled—masking active shifts beneath the surface.
Continue Reading
Magnificent 7: Positioning Update
- Steve Holden
- June 23, 2026
- Global
- 0 Comments
China allocations have recovered from the lows, but momentum has stalled—masking active shifts beneath the surface.
Continue Reading
Global Energy: Short-term recovery or structural shift?
- Steve Holden
- June 23, 2026
- Global
- 0 Comments
China allocations have recovered from the lows, but momentum has stalled—masking active shifts beneath the surface.
Continue Reading
Eastern Europe: The Quiet Overweight
- Steve Holden
- May 28, 2026
- Emerging Markets
- 0 Comments
China allocations have recovered from the lows, but momentum has stalled—masking active shifts beneath the surface.
Continue Reading
Recent Comments