384 emerging market Funds, AUM $400bn TSMC: Crowded Trade? Active EM managers are heavily positioned in TSMC. It is the largest portfolio holding for 64% of funds, with an average weight double that of its nearest rivals. But is the risk of not holding TSMC greater than playing the contrarian? Stock Positioning Taiwan Semiconductor Manufacturing Company (TSMC) is by far …
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384 emerging market Funds, AUM $400bn GEM Fund Positioning Analysis, April 2023 In this issue: Q1 Performance & Attribution Internet Retail: EM Funds Raise Overweights Poland: Momentum Building TSMC: Crowded Trade? 384 emerging market Funds, AUM $400bn Q1 Performance & Attribution The latest stats on performance and the drivers of performance for Q1 2023. Q1 Performance Summary Active GEM managers …
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264 UK Equity Funds, AUM $176bn UK Equity Fund Positioning Analysis, March 2023 In this issue: Active UK Equity Fund Holdings Guide Industrials Machinery Spike Natwest Group: Rising up the Ranks 264 UK Equity Funds, AUM $176bn Active UK Fund Holdings Guide A new report that breaks down individual holding weights, AUM and activity across regions, countries and sectors. Fund …
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258 China Equity Funds, AUM $107bn China Fund Positioning Analysis, March 2023 In this issue: Alcoholic Beverages: High Conviction Remains China Materials: About Turn Proya Cosmetics: Record Holdings 154 MSCI China Funds, AUM $56bn Alcoholic Beverages: High Conviction Remains Alcoholic Beverages resume upward ownership trend as 3-tier stock picture emerges. Fund ownership in the Alcoholic Beverages industry group continues to …
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356 Global Equity Funds, AUM $938bn Global Funds: Stock Radar Investment levels among the thousands of stocks in the investible Global universe differ greatly. Some stocks are widely owned, others largely avoided with ownership levels changing every month. We combine current and historical positioning against shorter-term manager activity to get a handle on where sentiment lies for every stock in …
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270 emerging market Funds, AUM $340bn GEM Fund Positioning Analysis, March 2023 In this issue: Active GEM Fund Holdings Guide Tobacco: Back En-Vogue? GEM Funds Stock Radar 270 emerging market Funds, AUM $340bn Active GEM Fund Holdings Guide A new report that breaks down individual holding weights, AUM and activity across regions, countries and sectors. Sub-Region Positioning The chart set …
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89 Active Asia Ex-Japan Funds, AUM $55bn Asia Ex-Japan Fund Positioning Analysis, March 2023 In this issue: Asian Financials: Closing the Underweight The Philippines Depression Asia Ex-Japan Fund Holdings Guide 89 Active Asia Ex-Japan Funds, AUM $55bn Asian Financials: Closing the Underweight An increasing number of Asia Ex-Japan funds are moving to overweight the Financials sector An increasing number …
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356 Global Equity Funds, AUM $938bn Global Fund Positioning Analysis, March 2023 SVB Financial Group: Global Funds Close Out Early Singapore Banks: Breaking Out Global Funds Stock Radar 356 Global Equity Funds, AUM $938bn SVB Financial Corp: Global Funds Close Out Early Early moves by Global investors hints at flight to safety well before SVB’s eventual collapse. Time-Series and US …
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295 US Equity Funds, AUM $3tr SVB Financial Corp: US Fund Closures Hinted at Trouble Ahead Ownership decline through 2022 suggests active managers were wary of SVB Financial Corp well before collapse Long-Term Trends & Short-Term Fund Activity SVB Financial Corp had enjoyed strong ownership growth among active US Equity Funds over the last decade. Moving from a relative …
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272 UK Equity Funds, AUM $185bn Homebuilders: Negative Momentum Sentiment reversal in UK Homebuilding sector drives fund weights to 6-year lows. Long-Term Trends & Short-Term Fund Activity UK active funds continue to scale back exposure to the Homebuilding sector. The bullish ownership trend that stretched the best part of the last decade has peaked, reversed, and continues to track …
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