275 Active UK Funds, AUM $141bn. UK Stock Sentiment Investment levels among the hundreds of stocks in the investible UK 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 the …
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275 Active UK Equity funds, AUM $145bn UK Utilities In this piece we provide a comprehensive analysis of Utilities sector positioning among active UK Equity funds. We find that Utilities exposure among active UK equity funds has been on an upward trend since bottoming out in 2019. Underweights have been closed as managers increase exposure to key stocks in the …
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118 Active MSCI China funds, AUM $50bn Q3 Performance & Attribution In this piece, we provide an overview of Q3 performance among the active MSCI China funds in our analysis. We look at quarterly performance broken down by Style and Market Cap focus, together with longer-term analysis of active versus passive. We then breakdown this quarter’s performance based on the …
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359 Active Global Funds, AUM $950bn. Q3 Performance & Attribution In this piece, we provide an overview of Q3 performance among the Global active funds in our analysis. We look at quarterly performance broken down by Style and Market Cap focus, together with longer-term analysis of active versus passive. We then breakdown this quarter’s performance based on the average active …
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279 Active GEM Funds, AUM $354bn. Q3 Performance & Attribution In this piece, we provide an overview of Q3 performance among the GEM active funds in our analysis. We look at quarterly performance broken down by Style and Market Cap focus, together with longer-term analysis of active versus passive. We then breakdown this quarter’s performance based on the average active …
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92 Asia Ex-Japan funds, AUM $60bn. Q3 Performance & Attribution In this piece, we provide an overview of Q3 performance among the Asia Ex-Japan active funds in our analysis. We look at quarterly performance broken down by Style and Market Cap focus, together with longer-term analysis of active versus passive. We then breakdown this quarter’s performance based on the average …
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275 Active GEM Funds, AUM $370bn EMEA Focus: Allocations Hit All-Time Lows In this piece, we provide a comprehensive analysis of EMEA country positioning among active GEM equity funds. After the demise of Russia, active EM managers are positioned at their lowest ever levels in the EMEA region, moving from a multi-year overweight to a key underweight in little over …
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275 ACTIVE GEM FUNDS, AUM $370BN EMEA Focus: Allocations Hit All-Time Lows In this piece, we provide a comprehensive analysis of EMEA country positioning among active GEM equity funds. After the demise of Russia, active EM managers are positioned at their lowest ever levels in the EMEA region, moving from a multi-year overweight to a key underweight in little over …
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92 Active Asia Ex-Japan Funds, AUM $62bn Country Positioning Update In this piece we provide a comprehensive analysis of country positioning among Asia Ex-Japan equity funds. We look at the current ownership dynamics and tie that in to the long-term trends in country positioning and more recent manager activity. We find that Taiwan and South Korea have born the brunt …
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358 Active Global Funds, AUM $930bn North American Rotation Active Global investors are at record allocations in North American stocks. Driven higher by rising Health Care, Industrials and Energy exposure, North America continues to take market share from the key regions in Europe and Asia. Yet with Global investors still underweight North America, does this rotation have further to run? …
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