100 Asia Ex-Japan active equity funds, AUM $53bn Asia Ex-Japan: Performance & Attribution Review, Q1 2024 Summary • Strong start to 2024 as majority outperform: Average returns of 3.3% beat the iShares Asia Ex-Japan benchmark, with 66% of funds outperforming. • Value beats Growth: Value and Yield funds have the edge, though all Style groups beat the index on average. …
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100 Asia Ex-Japan active equity funds, AUM $53bn Asia Ex-Japan Funds: Stock Radar 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 – Contemporary Amperex Technology Co., Ltd. Class A– Sunny Optical Technology …
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125 MSCI China active equity funds, AUM $38bn MSCI China Funds: Stock Radar 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 – Contemporary Amperex Technology Co., Ltd. Class A– Sungrow Power Supply …
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339 global equity funds, AUM $1.1tr Semiconductors: Winners Emerge as Allocations Hit Record Highs Summary Semiconductor Sector Hits Historic Highs: Record allocations highlight investor confidence in the sector as second phase of bull market drives allocations to fresh peak. Industry Rotation Accelerates: Semiconductors Overtake Pharmaceuticals as 2nd largest allocation whilst Banks suffer. Country Dynamics Shift: Peak Ownership in Taiwan, USA, …
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360 emerging market Funds, AUM $400bn India Deep Dive: Record Allocations Mask Growing Underweight Summary Record Allocations Mask Caution: Record investments in India contrast with a rising underweight, as selected managers pare back exposure. Valuations Prompt Strategic Pause: Record underweights among Value funds reflect valuation concerns, with growth funds also seeing overweights decline. Selective Sector Optimism: Fresh interest in Utilities, …
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270 UK Equity Funds, AUM $190bn UK Real Estate Hots Up • Record number of UK funds now exposed to Real Estate sector. • CT, BlackRock and Quilter among funds adding to exposure since mid 2023. • SEGRO and Land Securities the key holdings and the drivers behind the recent rotation Author: Steven HoldenDate: February 14th, 2024Fund Universe: UK Equity …
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361 emerging market Funds, AUM $400bn Country Positioning Update • China weights fall to lowest levels in 7-years, managers remain underweight. • India weights move to all-time highs, but active funds increase underweights to record levels. Value funds become increasingly sceptical. • Saudi Arabia the 2nd largest country underweight, but momentum among investors remains compelling. • Overweights led by the …
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361 emerging market Funds, AUM $400bn Alibaba Positioning Overview • Despite average weights falling from over 6% in 2020 to under 2% today, 73% of EM funds remain invested in Alibaba. • The make up of the investor base has changed, with a rotation between high growth investors (out) and Value investors (in). • Of the 73% of current holders, …
Continue Reading270 UK Equity Funds, AUM $190bn UK Fund Positioning Insights, February 2024 • UK Real Estate Hots Up: Record number of UK funds now exposed to Real Estate sector. • UK Stock Radar: Natwest and Serco among 10 stocks at the extreme ends of their positioning and momentum ranges • Stock Activity Data. They key moves in stock positioning over …
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361 Global EM Equity Funds, AUM $400bn Reassessing Turkey • After a decade-long bear market in investor positioning, GEM managers are beginning to show tentative signs of a sentiment shift towards Turkey. Author: Steven HoldenDate: February 20th, 2024Fund Universe: Global Emerging Markets Equity Turkey Positioning Overview In this video, we look into the fundamentals of Turkish market positioning among active …
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