Global Themes: AI Hyperscalers vs Chips & Memory
- Steve Holden
- September 29, 2026
- Global
- 0 Comments
China allocations have recovered from the lows, but momentum has stalled—masking active shifts beneath the surface.
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The GCC: Rotation, Not Retreat
- Steve Holden
- September 18, 2026
- Emerging Markets
- 0 Comments
China allocations have recovered from the lows, but momentum has stalled—masking active shifts beneath the surface.
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Japan: Underweight No More?
- Steve Holden
- August 21, 2026
- Global
- 0 Comments
China allocations have recovered from the lows, but momentum has stalled—masking active shifts beneath the surface.
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China & HK: The Long Road Back
- Steve Holden
- August 17, 2026
- Emerging Markets
- 0 Comments
China allocations have recovered from the lows, but momentum has stalled—masking active shifts beneath the surface.
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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.
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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 ReadingTaiwan & 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.
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