1600 Active Equity Funds, AUM $4.7tr Fund Positioning Chart Pack BYD Co Ltd Becomes Most Popular Auto Stock in EM EM Fund Positioning: Qatar vs Saudi High Active in China. The Best Way to Beat The Benchmark? UK Tobacco: Kicking the Habit Netherlands Positioning: Extending Gains Asia Ex-Japan’s Unloved Stocks GEM, Asia Ex-Japan, China, China A-Shares BYD Co Ltd Becomes …
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375 emerging market Funds, AUM $400bn GEM Fund Positioning Analysis, May 2023 In this issue: Qatar: Momentum Stalls Consumer Discretionary: Active Rotation BYD Company: Moves to Top Auto Holding in EM Emerging Markets Stock Positioning Update 375 emerging market Funds, AUM $400bn Qatar: Momentum Stalls Fund exposure to Qatari stocks saw a strong increase between 2021 and 2022, but recent …
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86 Asia Ex-Japan Equity Funds, AUM $54.5bn Asia Ex-Japan Fund Positioning Analysis, May 2023 Energy: Stalled Recovery BYD Company Limited: Record Holdings Asia Ex-Japan Stock Positioning Update 86 Asia Ex-Japan Equity Funds, AUM $54.5bn Energy: Stalled Recovery Active Asia Ex-Japan managers are reassessing their exposure to the Energy sector Time-Series & Sector Activity The recovery in Energy allocations among Asia …
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1600 Active Equity Funds, AUM $4.7tr Fund Positioning Chart Pack Global Funds: USA: Record Underweight as Shift to Europe Accelerates Emerging Market Funds: GQG EM Equity Fund: Breaking From The Pack Asia Ex-Japan Funds: Country/Sector Positioning Update China Funds: A-Share Financials: Avoiding the Tail UK Funds: The UK’s Most Wanted Stocks 354 GLOBAL EQUITY FUNDS, AUM $952BN USA: Record Underweight …
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267 UK Equity Funds, AUM $184bn UK Fund Positioning Analysis, May 2023 Tobacco: Kicking the Habit HSBC Holdings: Conviction Returns UK Stock Positioning Update 267 UK Equity Funds, AUM $184bn Tobacco: Kicking the Habit Positioning in the Tobacco industry group falls to lowest levels in history. Time-Series & Industry Activity UK Fund ownership in the Tobacco industry group has fallen …
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352 Global Equity Funds, AUM $962bn Global Fund Positioning Analysis, May 2023 Global Banks Deep Dive Netherlands Positioning: Extending Gains Stock Positioning Update 352 Global Equity Funds, AUM $962bn Global Banks Deep Dive Positioning in the Banking industry group stalls after US Banking failures, but non-US sentiment is improving. Time-Series & Industry Positioning Among active Global equity funds, …
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270 UK Equity Funds, AUM $179bn UK Equity Fund Positioning Analysis, April 2023 In this issue: Q1 Performance & Attribution Aerospace & Defense: Long-Term Decline Personnel Services: Fund Ownership Highs Oxford Instruments: Spike in Exposure 270 UK Equity Funds, AUM $179bn Q1 Performance & Attribution A look at Q1 performance and the drivers of performance among active UK Equity …
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89 Active Asia Ex-Japan Funds, AUM $55bn Asia Ex-Japan Fund Positioning Analysis, April 2023 In this issue: Q1 Performance & Attribution Malaysia: Can’t Catch a Break Taiwan Banks: Un-Investible? Real Estate: Consolidating the Lows? 89 Active Asia Ex-Japan Funds, AUM $55bn Q1 Performance & Attribution The latest stats on performance and the drivers of performance for Q1 2023. Active Asia …
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257 China Equity Funds, AUM $108bn China Fund Positioning Analysis, April 2023 In this issue: Q1 Performance & Attribution China A-Share Financials: Out of Love Active Sector Rebalancing 257 China Equity Funds, AUM $108bn Q1 Performance & Attribution A look at Q1 performance and the drivers of performance among active MSCI China and China A-Share funds. MSCI China Funds: Performance …
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354 Global Equity Funds, AUM $952bn Global Fund Positioning Analysis, April 2023 Q1 Performance & Attribution USA: Record Underweight as Shift to Europe Accelerates European Overweight Hits Record High 354 Global Equity Funds, AUM $952bn Q1 Performance & Attribution The latest stats on performance and the drivers of performance for Q1 2023. Q1 Performance Summary Active Global managers have had …
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