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 …
Continue Reading272 UK Equity Funds, AUM $185bn UK Fund Positioning Analysis, February 2023 In this issue: Homebuilders: Negative Momentum Abrdn: Structural Decline UK Rising Stars 272 UK Equity Funds, AUM $185bn Homebuilders: Negative Momentum Sentiment reversal in UK Homebuilding stocks drives fund weights to 6-year lows. Long-Term Trends & Short-Term Fund Activity UK active funds continue to scale back …
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270 emerging market Funds, AUM $360bn Greece: Confidence Returns Among EM Investors Active EM investors are beginning to pay renewed attention to Greece as evidenced by record average weights, increasing fund ownership and a net overweight stance. Time-Series & Peer Group Positioning Greek allocations among active EM investors have risen to record levels. With Russia’s deletion from the CEEMEA …
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220 China Equity Funds, AUM $107bn China Fund Positioning Analysis, February 2023 In this issue: Hotels/Resorts/Cruiselines: Breaking Out Pinduoduo: Entering the Big League China A-Shares Rising Stars MSCI China Fund Characteristics 120 MSCI China Funds, AUM $53bn Hotels/Resorts/Cruiselines: Breaking Out Rotation in to the Hotels/Resorts/Cruiselines industry group pushes ownership levels to all-time highs. First Casino’s, then Restaurants and …
Continue Reading270 emerging market Funds, AUM $360bn GEM Fund Positioning Analysis, February 2023 In this issue: China Banks: Optimism Fading EM Restaurants: High Conviction Theme Greece: Gaining Traction Active Quant Portfolios 270 emerging market Funds, AUM $360bn China & HK Banks: Optimism Fading Lack of faith in China & HK Banks as positioning slumps to all-time lows. Time Series …
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358 Global Equity Funds, AUM $914bn Overweight Consensus in UK Stocks A record 70.4% of Global Funds are now positioned overweight the UK. Time-Series & Country Activity The majority of active Global Funds are expecting UK equities to outperform. Relative to the SPDRs ACWI ETF, a record 70.4% of funds are positioned overweight (ch4), with average fund weights +1.94% …
Continue Reading358 Global Equity Funds, AUM $914bn Global Fund Positioning Analysis, February 2023 In this issue: Investment Managers: Out of Favour Consensus Overweight in UK Stocks EMEA Technology Rotation 358 Global Equity Funds, AUM $914bn Investment Managers: Out of Favour Sentiment in the Investment Managers industry group is at rock bottom. Time-Series and Industry Activity Global fund allocations in the Investment …
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89 Active Asia Ex-Japan Funds, AUM $55bn Vietnam. Time to Invest? Vietnam is attracting growing interest from Asia Ex-Japan active managers, yet still over two-thirds of funds remain uninvested. Fund ownership in Vietnam has resumed its upward trajectory after a brief consolidation between mid 2020-2021. The 32.6% of funds invested (ch3) is the highest on record, whilst average weights …
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