270 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 …
Continue Reading91 Active Asia Ex-Japan Funds, AUM $55bn Asia Ex-Japan Fund Positioning Analysis, February 2023 In this issue: Adani Group of Companies: Actively Uninvestable Vietnam: Time to Invest? Indonesian Financials: Consensus Overweight Asia Ex-Japan’s Rising Stars 89 Active Asia Ex-Japan Funds, AUM $55bn Adani Group of Companies: Actively Uninvestable Active Asia Ex-Japan investors never warmed to the Adani group of …
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272 UK Equity Funds, AUM $174bn UK Fund Positioning Analysis, January 2023 In this issue: 2023 UK Fund Positioning Update UK Banks: Value Funds Drive Return SSE Ltd: High Conviction Growth Holding 272 UK Equity Funds, AUM $174bn 2023 UK Fund Positioning Update In this report, we look at the latest allocations among the 272 active UK funds in …
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358 Global Equity Funds, AUM $914bn Record Under-Allocation in Emerging Markets Exploring the Factors Behind a Shift Away from Emerging Market Equities among Active Global Fund Managers. Time-Series & Country Rotation Emerging Market allocations among active Global funds are at depressed levels. From a peak of 10.3% in January 2021, average holding weights fell to a low of 6.4% …
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264 China Equity Funds, AUM $114bn China Fund Positioning Analysis, January 2023 In this issue: 2023 MSCI China Fund Positioning Update 2023 China A-Share Fund Positioning Update 2023 Greater China Fund Positioning Update 119 Active MSCI China Funds, AUM $48bn 2023 MSCI China Fund Positioning Update In this report, we look at the latest allocations among the 119 active …
Continue Reading358 Global Equity Funds, AUM $914bn Global Fund Positioning Analysis, January 2023 In this issue: 2023 Global Fund Positioning Update Record Under-Allocation in Emerging Markets Microsoft Corporation: Value Funds Lose Confidence 358 Global Equity Funds, AUM $914bn 2023 Global Fund Positioning Update In this report, we look at the latest allocations among the 358 active funds in our analysis across …
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91 Active Asia Ex-Japan Funds, AUM $55bn Asia Ex-Japan Fund Positioning Analysis, January 2023 91 Active Asia Ex-Japan Funds, AUM $55bn Asia Ex-Japan: Top-Down Positioning 2023 We start with the major regional splits. EM Asia Major, which includes the top 4 country weights of China & HK, India, South Korea and Taiwan, accounts for 80.1% of the average active Asia …
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