336 Global active equity funds, AUM $1.2tr Global Funds: Performance & Attribution, 2024 Summary Record Underperformance. 2024 proved to be a challenging year for active Global equity funds, with average returns of 11.97% falling -5.08% short of the SPDR MSCI ACWI ETF, and only 23.6% of funds managing to beat the index. It was the worst year in terms of …
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336 Global active equity funds, AUM $1.2tr Global Funds: Positioning Insights, December 2024 Summary United Kingdom Health Care Overweight Positioning Hits Fresh Highs Motor Vehicles Fall in Investor Confidence Nestle’s Fall From Grace Global Funds Pull Back Data Pack Links United Kingdom Health Care For more analysis, data or information on active investor positioning in your market, please get in touch …
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336 Global active equity funds, AUM $1.1tr Active Global Funds: Positioning Chart Pack Summary In this chart pack, we highlight the key country, sector and stock exposures among active Global equity funds. The end of the report includes profiles of the key countries and sectors, providing further details on stock and fund-level exposures. Country Analysis: The USA remains the cornerstone …
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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 …
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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 …
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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 …
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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 …
Continue Reading330 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 …
Continue Reading330 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 …
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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 …
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