GEM Funds: Performance & Attribution Review, Q3 2024

352 Global Emerging markets active equity funds, AUM $429bn GEM Funds: Performance & Attribution Review, Q3 2024 Summary Active EM Funds delivered an average return of +6.85% in Q3, underperforming the iShares MSCI Emerging Markets ETF by 0.83%, with 38.8% of funds beating the index. Quarterly returns ranged from -2% to +15.6%, with most funds concentrated between 6% and 8%. …

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Positioning Insights, September 2024

253 Active UK funds, AUM $183bn Active UK Funds: Positioning Insights, September 2024 Summary Consumer Discretionary: UK Funds Move to Record Overweights Multi-Line Insurance: Falling Investment Pushes Sector towards Record Lows Anglo American: Surpasses Rio Tinto as Ownership Hits New Highs Chart Pack Health Care Chart Pack Banks For more analysis, data or information on active investor positioning in your …

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Global Funds: Positioning Insights, September 2024

333 Global active equity funds, AUM $1.1tr Global Funds: Positioning Insights, September 2024 Summary China & HKRecord Bearish Sentiment as Stimulus Measures Announced Health CareConviction at Record Highs MercadoLibreRising Star in Emerging Markets Data Pack Links China & HK Health Care For more analysis, data or information on active investor positioning in your market, please get in touch with me …

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Positioning Insights, September 2024

98 Active Asia Ex-Japan funds, AUM $51bn Active Asia Ex-Japan Funds: Positioning Insights, September 2024 Summary China & HK All-Time Low Exposure as Stimulus Measures Announced Consumer Staples Sentiment Falls Amidst Switch to Underweight Hon Hai Precision Strong Rotation Signals Change in Sentiment Chart Pack China & HK Chart Pack Consumer Staples For more analysis, data or information on active …

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Positioning Insights, September 2024

351 emerging market Funds, AUM $432bn Active GEM Funds: Positioning Insights, September 2024 Headlines Indonesia:Sentiment Weakens as Key Sectors and Stocks Lose Ground Consumer Discretionary:Key Holdings Strengthen Top Sector Overweight Steel:Falling Investment Pushes Sector towards Record Lows TSMC:Record Ownership Amid Growing Investor Caution Chart Pack Indonesia Chart Pack Discretionary Chart Pack Steel For more analysis, data or information on active …

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Positioning Insights, August 2024

98 Active Asia Ex-Japan funds, AUM $189bn Active Asia Ex-Japan Funds: Positioning Insights, August 2024 Summary Vietnam: 2024 Rotation Drives Record Fund OwnershipVietnam has reached a new milestone, with over a third of Asia Ex-Japan funds now invested in the country. Average fund weights have hit a record high of 1.01%, led by a rotation into Financials and Technology stocks. …

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Positioning Insights, August 2024

255 Active UK funds, AUM $189bn Active UK Funds: Positioning Insights, August 2024 Summary Health Care: Underweight Hits Record Highs UK fund managers are positioned at record underweights in the Health Care sector, as a growing number of funds move away from an overweight stance. AstraZeneca is the core driver of the sector-level underweight as ownership growth stalls, whilst GSK …

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Positioning Insights, August 2024

351 emerging market Funds, AUM $424bn Active GEM Funds: Positioning Insights, August 2024 Summary Brazil: Exposure Among EM Funds Nears Record Lows Exposure to Brazil among Emerging Market equity funds has fallen to near-record lows, with Financials, Technology, and Materials leading the declines. Materials: Low Conviction Sector Goes Lower Both average fund weights and the percentage of funds invested in …

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Global Funds: Positioning Insights, August 2024

329 Global active equity funds, AUM $1.1tr Global Funds: Positioning Insights, August 2024 Summary Emerging Markets: Structural Shifts as Allocations Stabilise Allocations towards EM are stabilizing, but with a notable rotation away from China & HK and towards Taiwan and South Korea. Switzerland: Key Stocks Drive Ownership Retreat Switzerland’s exposure in Global funds is declining, driven by reduced holdings in …

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UK Funds: Extreme Stocks, July 2024

260 UK active equity funds, AUM $185bn UK Funds: Extreme Stocks Summary In this report, we screen for stocks at the extreme ends of their positioning or momentum ranges. We synthesize current and historical data on fund positioning with recent manager activity to assess sentiment for each stock in our coverage.  In focus this month: High Positioning, Positive Momentum: Dunelm Group …

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