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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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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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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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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352 Global Emerging markets active equity funds, AUM $429bn GEM Funds: Performance & Attribution Review, Q3 2024 Summary Active EM Funds delivered an average return of +6.85% in Q3, underperforming the iShares MSCI Emerging Markets ETF by 0.83%, with 38.8% of funds beating the index. Quarterly returns ranged from -2% to +15.6%, with most funds concentrated between 6% and 8%. …
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351 emerging market Funds, AUM $432bn Active GEM Funds: Positioning Insights, September 2024 Headlines Indonesia:Sentiment Weakens as Key Sectors and Stocks Lose Ground Consumer Discretionary:Key Holdings Strengthen Top Sector Overweight Steel:Falling Investment Pushes Sector towards Record Lows TSMC:Record Ownership Amid Growing Investor Caution Chart Pack Indonesia Chart Pack Discretionary Chart Pack Steel For more analysis, data or information on active …
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351 emerging market Funds, AUM $424bn Active GEM Funds: Positioning Insights, August 2024 Summary Brazil: Exposure Among EM Funds Nears Record Lows Exposure to Brazil among Emerging Market equity funds has fallen to near-record lows, with Financials, Technology, and Materials leading the declines. Materials: Low Conviction Sector Goes Lower Both average fund weights and the percentage of funds invested in …
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352 Global Emerging markets active equity funds, AUM $429bn GEM 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 …
Continue Reading352 Global Emerging markets active equity funds, AUM $429bn GEM Funds: Performance & Attribution Review, Q2 2024 Summary Strong Q2 returns but passive beats Active: Average active fund returns of 3.91% fail to beat the iShares MSCI EM ETF return of 4.39%, with 54% of funds underperforming. Growth beats Value: All Style groups underperform the benchmark on average, though …
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352 emerging market Funds, AUM $424bn Positioning Insights & Investment Trends In this month’s report, we look at positioning in the 3 recent election markets of Mexico, South Africa and India, highlight the largest country/sector underweight in EM, a recovery in Turkish Financials and a drop in South Korean Materials Exposure. Summary Mexico: GEM Funds Wrong-Footed after Election Results. …
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