• Steve Holden
• October 28, 2024
• Global
• 0 Comments

337 Global active equity funds, AUM $1.1tr Global 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 Positioning, Positive …

• Steve Holden
• October 14, 2024
• Global
• 0 Comments

337 Global funds, AUM $1.1tr Global Funds: Performance & Attribution Review, Q3 2024 Summary A strong Q3 saw Global managers post average returns of 5.91%, beating the benchmark by 0.24% and with exactly 50% of active funds outperforming the SPDRs MSCI ACWI ETF. Returns ranged from a high of +14.76% to a low of -0.57%, with the core of the …

• Steve Holden
• September 27, 2024
• Global
• 0 Comments

333 Global active equity funds, AUM $1.1tr Global Funds: Positioning Insights, September 2024 Summary China & HKRecord Bearish Sentiment as Stimulus Measures Announced Health CareConviction at Record Highs MercadoLibreRising Star in Emerging Markets Data Pack Links China & HK Health Care For more analysis, data or information on active investor positioning in your market, please get in touch with me …

• Steve Holden
• August 18, 2024
• Global
• 0 Comments

329 Global active equity funds, AUM $1.1tr Global Funds: Positioning Insights, August 2024 Summary Emerging Markets: Structural Shifts as Allocations Stabilise Allocations towards EM are stabilizing, but with a notable rotation away from China & HK and towards Taiwan and South Korea. Switzerland: Key Stocks Drive Ownership Retreat Switzerland’s exposure in Global funds is declining, driven by reduced holdings in …

• Steve Holden
• July 28, 2024
• Global
• 0 Comments

330 Global active equity funds, AUM $1.1tr Global 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 Positioning, Positive …

• Steve Holden
• July 17, 2024
• Global
• 0 Comments

330 Global funds, AUM $1.1tr Global Funds: Performance & Attribution Review, Q2 2024 Summary Challenging Q2 as majority underperform: Average returns of 1.29% lag the SPDRs MSCI ACWI ETF by -2.2%, with 69% of funds underperforming. Growth beats Value: All Style groups lost out to the benchmark, with Value funds experiencing notable underperformance. USA Drives Underperformance:  Global funds once again …

• Steve Holden
• June 21, 2024
• Global
• 0 Comments

332 Global Equity Funds, AUM $1.1Tr Positioning Insights & Investment Trends In this month’s report, we look at positioning in France and the United Kingdom ahead of the upcoming snap elections. We highlight a regime shift in the Industrials sector, the decline in US Consumer Staples exposure and continued outward rotation in Biotechnology stocks. Summary France: Global Funds Overweight Ahead …

• Steve Holden
• May 21, 2024
• Global
• 0 Comments

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 …

• Steve Holden
• April 17, 2024
• Global
• 0 Comments

338 Global funds, AUM $1.1tr Global Funds: Performance & Attribution Review, Q1 2024   Summary Strong start to 2024, but majority underperform: Average returns of 7.6% lags the SPDRs MSCI ACWI ETF by -0.33%, with 44% of funds outperforming. Growth beats Value: Aggressive Growth funds the star performers with 8.3% returns on average. Value funds underperform benchmark with 6.9% Q1 …

• Steve Holden
• March 27, 2024
• Global
• 0 Comments

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, …