264 active UK equity funds, AUM $190bn UK Communication Services: Old Guard Fuels Sector Downturn Summary • Significant Decline in Sector Allocation: Exposure to the Communication Services sector among active UK investors has dropped from over 10% in 2012 to a new low of 4.14%, with a record 12% of funds completely avoiding the sector. • Widespread Reduction in Ownership: …
Continue Reading
144 active MSCI China equity funds, AUM $40bn China Real Estate: Continued Fund Rotation Drives New Lows Summary Record Low Allocations: Real Estate holdings in active China equity funds have plummeted to a new low of 2.51%, with only 76.4% of funds maintaining any position. Concentrated Holdings: The number of Real Estate companies held has dropped to 42, with the …
Continue Reading
99 Asia Ex-Japan active equity funds, AUM $55bn Active Asia Ex-Japan Funds: Top-Down Country Insights Summary South Korean Pivot: Asia Ex-Japan investors move to overweight South Korea for the first time in our history, SK Hynix and Kia Corp among the beneficiaries. India Fatigue: Despite India’s outperformance and rising fund weights, managers show caution, with nearly 2/3rds of funds …
Continue Reading
355 emerging market Funds, AUM $410bn New Dashboard Release This video marks the launch of three new fund positioning dashboards, now available in our positioning dashboards suite. Watch the demo video opposite, or click on the link to go directly to the dashboards. Country/Sector DashboardGain immediate insights into country, sector, country/sector, and stock positioning. Customize your view with various ownership …
Continue Reading
333 Global funds, AUM $1.1tr Active Global funds: Top-Down Country Insights Summary Americas Dominance: The United States remains the top allocation and largest country underweight. Value funds increase underweight in the USA but Growth funds reduce. Argentina rises at Brazil’s expense, with MercadoLibre gaining popularity. EMEA Conviction Overweight: The UK, France, and the Netherlands maintain near-record overweights. France sees …
Continue Reading
355 emerging market Funds, AUM $410bn Active GEM Funds: Top-Down Country Insights Summary In this Top-Down Country report, we analyse regional and country allocations among the 355 equity funds in our analysis. Highlights from the report: EMEA Momentum: EMEA is experiencing positive momentum across multiple countries, with record investments in the MENA region, strong momentum in Greece, Turkey reversing long-term …
Continue Reading
104 active UK Small/Midcap equity funds, AUM $37bn Active UK Small/Midcap Funds: Extreme Stocks Summary In this report, we identify seven stocks that are currently positioned at the extreme ends of their historical position ranges, or have experienced significant shifts in fund ownership in recent months. Extreme Stocks in Focus: -Diversified Energy Company PLC-Team17 Group PLC-Rentokil Initial plc-St.James’s Place Plc-NCC …
Continue Reading
351 Global EM active equity funds, AUM $420bn Active GEM Funds: Extreme Stocks Summary In this report, we identify eight stocks that are currently positioned at the extreme ends of their historical position ranges, or have experienced significant shifts in fund ownership in recent months. Extreme Stocks in Focus: – HDFC Bank Limited – Delta Electronics, Inc. – POSCO Holdings …
Continue Reading
143 MSCI China Equity funds, AUM $39bn MSCI China Funds: Performance & Attribution Review, Q1 2024 Summary • Tough start to 2024, but Active Funds match Benchmark: Average returns of -2.53% lag the iShares MSCI China ETF by -0.05%, with 47.8% of funds outperforming. • Value beats Growth: Value beats Growth on average, but best performers are from the …
Continue Reading
268 UK Equity funds, AUM $192bn UK Funds: Performance & Attribution Review, Q1 2024 Summary • UK Funds Stick to Benchmark in Q1: Average UK fund returns of 2.74% sit marginally behind SPDRs MSCI ACWI ETF by -0.33%, with 47.6% of funds outperforming. • Value Trumps Growth: Value and GARP funds beat their Growth peers, with 20% separating the …
Continue Reading
Recent Comments