348 emerging market Funds, AUM $418bn Active GEM Funds: Performance & Attribution, 2024 Headlines GEM Funds Aligned with Benchmark in 2024 Active EM Funds posted an average return of +6.08% in 2024, trailing the iShares MSCI Emerging Markets ETF by 0.46%. Just under half (47.5%) of funds managed to outperform the index. 2024 returns ranged from -13.6% to +28.3%, with …
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336 Global active equity funds, AUM $1.2tr Global Funds: Performance & Attribution, 2024 Summary Record Underperformance. 2024 proved to be a challenging year for active Global equity funds, with average returns of 11.97% falling -5.08% short of the SPDR MSCI ACWI ETF, and only 23.6% of funds managing to beat the index. It was the worst year in terms …
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98 Asia Ex-Japan active equity funds, AUM $55bn Asia Ex-Japan Funds: Positioning Insights, Dec 24 Summary Top-Down Positioning Update China dominates allocations, India and Taiwan are equal 2nd, while South Korea lags a further 7% behind. Indonesia leads the ASEAN region, emerging as the top overweight country as a record 79.8% of funds are ahead of the benchmark. In contrast, …
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348 emerging market Funds, AUM $418bn Active GEM Funds: Positioning Insights, December 2024 Headlines South Korea:Rotation Drives Exposure to Record Lows Real Estate:Recovery Among Active EM Funds South Africa Financials:Gaining Momentum Among EM Investors Chart Pack South Korea Chart Pack Real Estate Chart Pack S. Africa Financials For more analysis, data or information on active investor positioning in your market, …
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336 Global active equity funds, AUM $1.2tr Global Funds: Positioning Insights, December 2024 Summary United KingdomOverweight Positioning Hits Fresh Highs Motor VehiclesFall in Investor Confidence Nestle’s Fall From Grace Global Funds Pull Back Data Pack Links United Kingdom Health Care For more analysis, data or information on active investor positioning in your market, please get in touch with me on …
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336 Global active equity funds, AUM $1.1tr Active Global Funds: Positioning Chart Pack Summary In this chart pack, we highlight the key country, sector and stock exposures among active Global equity funds. The end of the report includes profiles of the key countries and sectors, providing further details on stock and fund-level exposures. Country Analysis: The USA remains the cornerstone …
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349 Global EM Funds, AUM $435bn Active GEM Funds: Positioning Chart Pack, Nov 24 Headlines Country: China, India, Saudi Arabia, and Taiwan remain the key underweight country positions among active EM investors. India, in particular, has seen a dramatic shift from a strong overweight to a significant underweight over the past four years. Sector: Over 60% of active EM fund …
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337 Global active equity funds, AUM $1.1tr Global 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 accurately assess sentiment for each stock within our coverage. Stocks in focus this month: High Positioning, Positive …
Continue Reading98 Asia Ex-Japan active equity funds, AUM $55bn Asia Ex-Japan 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 accurately assess sentiment for each stock within our coverage. Stocks in focus this month: High …
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30 EM Ex-China Funds, AUM $1.7bn Active EM Ex-China Funds: Positioning Insights, October 2024 Headlines Country:India, Taiwan and South Korea dominant. Versus the benchmark, DM stocks, Argentina and Mexico lead the overweights, whilst India, Taiwan and Saudi Arabia top the underweights. Sector:Technology is the top sector allocation, but strong momentum seen in Communication Services and Consumer Discretionary. Materials and Energy …
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