Global Funds: Performance & Attribution Analysis, H1 2025

333 emerging market Funds, AUM $1.2tr Global Funds: Performance & Attribution Analysis, H1 2025   Active Global funds matched the benchmark, returning 10.23% on average in H1 2025, with 45.5% of funds outperforming. Value strategies led by a wide margin, with 80.7% outperforming and beating Aggressive Growth by nearly 6%. High Active funds dominated performance, with 39 of the top …

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UK Funds: Performance & Attribution, H1 2025

UK Fund Analysis UK Funds: Performance & Attribution, H1 2025 In this quarter’s UK performance & attribution report: Value leads again: 76% of Value funds outperformed in H1 2025, with average returns of 10.6%. Financials dominate: Major UK banks drove absolute returns across the peer group. Underweight drag: Names like Rolls-Royce, BAE, and HSBC hurt relative performance. For more analysis, data …

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UK Funds: Positioning Analysis, June 2025

UK Fund Analysis Active UK Funds: Positioning Analysis, June 2025 In this month’s UK positioning analysis: Sector Trends UK Energy: Concentrated, Under-Owned and Out Of Favour UK Homebuilding: Allocations Rebound as Sentiment Improves   Stock Analysis Land Securities Group PLC: Spiking to New Highs Aviva plc: Ownership Rebound after Decade-Long Slide Diploma PLC: Growth Managers Drive Record Ownership Ferguson Plc: …

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Europe Reasserted:  Consensus Builds as Europe Reclaims Ground from the U.S.

336 Global Equity Funds, AUM $1.1tr Active Global Funds: Positioning Analysis, June 2025 Europe Reasserted:  Consensus Builds as Europe Reclaims Ground from the U.S DM Europe remains the top regional overweight, with over 90% of global funds positioned above benchmark. Allocations have rebounded sharply from late-2024 lows, marking a renewed expression of long-term conviction. Positioning is broad-based, led by the …

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LATAM: The Conviction Overweight in a Benchmark-Driven World

340 emerging market Funds, AUM $420bn Active GEM Funds: Positioning Analysis, June 2025   LATAM:  The Conviction Overweight in a Benchmark-Driven World In this analysis, we review Latin America’s position within EM portfolios, where 85% of funds remain overweight relative to the MSCI EM benchmark. Allocations have eased from early-2024 highs but remain well above post-2020 lows. At the country …

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UK Funds: Positioning Analysis, May 2025

UK Fund Analysis Active UK Funds: Positioning Analysis, May 2025   In this month’s chart pack: Sector Trends Real Estate: From Underweight to Record Highs Health Care: Key Underweight Shows Signs of Strength Stock Analysis Spirax-Sarco Engineering: All-Time High BAE Systems plc: Momentum Reversal Shell PLC: Signs of Weakness Ashtead Group PLC:  The Exodus Continues Howden Joinery Group PLC: Pushing …

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Global Funds: Positioning Analysis, May 2025

332 Global Equity Funds, AUM $1.1tr Active Global Funds: Positioning Analysis, May 2025 Inside This Month’s Analysis Regional TrendsAustralia: Strategic Underweights & Ownership LowsIndustrials: Consensus Overweight Amid Growing Conviction   Stock AnalysisMercadoLibre Inc: Growth Funds Remain BullishDiageo plc: Diminishing InterestNVIDIA Corporation: Record Ownership Despite UnderweightSpotify Technology SA: Rising Up the ChartsWalt Disney Company: Confidence Returning Click on the below buttons …

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Active GEM Funds: Positioning Analysis, May 2025

339 emerging market Funds, AUM $410bn Active GEM Funds: Positioning Analysis, May 2025 Regional Trends EMEA: Rebuilding A PresenceAlcoholic Beverages: Losing Their Appeal Stock Analysis MercadoLibre, Inc: High Growth Funds Push Exposure to Record LevelsPinduoduo, Inc: Heavy Reversal in Key HoldingNaver Corp: Bounce From the LowsLocalisa Rent A Car: The Selling ContinuesBSE Ltd: Index Inclusion Forces Investors to Buy Click …

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UK Funds: Positioning Chart Pack, April 2025

UK Fund Analysis Active UK Funds: Positioning Chart Pack, April 25   In this month’s chart pack: Sector TrendsUtilities: Positioning Hits Decade High Among UK ManagersConsumer Staples:  Gaining Ground in UK Smal & Midcap Portfolios Stock AnalysisPrudential plc:  Recovery In PlayBarratt Redrow plc:  Spiking HigherClose Brothers Group plc:  New LowsGSK plc:  Top Cycle ConsolidationVodafone Group Plc:  The Long Decline  Click …

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