338 GEM Equity Funds, AUM $450bn HDFC Bank Limited Record Ownership and Dominance Among EM Financials HDFC Bank has cemented its role as the dominant emerging market bank holding, with ownership at a record 71% of EM funds — the highest in our 17-year history. Broad-based inflows and strong conviction from Growth managers have reinforced its status, while the post-merger …
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335 Global Equity Funds, AUM $1.25tr Palantir Technologies Inc. Rotation Signals Momentum Shift Palantir has rapidly become one of the most widely held AI names among Global funds, with ownership nearly doubling in six months to 11.3%. Growth managers have driven the surge, though most positions remain small outside a few concentrated bets. Despite ranking fourth within its software and …
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333 Global Equity Funds, AUM $1.2tr Active Global Funds: Positioning Analysis, July 2025 Regional Trends The Magnificent 7: Active Global Fund Positioning Update Financials Exchanges: A Sector on the Rise Stock Analysis Alibaba Group Holding Ltd.: The Path to Redemption? Rheinmetall AG: Out of the Shadows Danaher Corporation: Reassessing the Investment Case Merck & Co., Inc.: Returning to the …
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339 emerging market Funds, AUM $444bn Active GEM Funds: Positioning Analysis, July 2025 Regional Trends South Korea: Rebounding as Underweight Narrows Reversal in Progress: Indonesian Financials Lose Their Shine Stock Analysis Alibaba Group Holdings: Back Towards the Highs Ambev SA: Establishing a Base AngloGold Ashanti Limited: Building on Momentum Zomato Ltd: Hitting a Plateau Turkcell Iletisim: Back on …
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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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339 emerging market Funds, AUM $440bn GEM Funds: Performance & Attribution Analysis, H1 2025 Headline returns: Active GEM funds returned an average of 14.7% in H1 2025, slightly behind the 15.6% return from the iShares MSCI EM ETF. 42.3% of active funds outperformed the benchmark. Value led the way: 84.9% of Value funds beat the benchmark with an average …
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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 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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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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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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