• Steve Holden
• February 13, 2024
• Global
• 0 Comments

340 Global Equity Funds, AUM $1tr Global Positioning Insights, February 2024 • LATAM Momentum: MercadoLibre leads regional allocations higher. • Consumer Staples: Allocations fall to lowest levels on record, but optimism remains. • China: Darkest before the Dawn? Sentiment plunges to new depths. • Salesforce Hits New Highs: Strong rotation drives Salesforce up the Tech rankings. • The latest stock …

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

342 Global Equity Funds, AUM $1.1bn Global Active Fund Performance & Attribution Review, 2023 Active Global funds posted strong returns of 19.1% in 2023, but few surpassed the benchmark MSCI ACWI benchmark. Value and Yield funds severely dragged on fund returns, underperforming the top Growth funds by a significant margin. Returns driven by the Magnificent 7 group of stocks, but …

• Steve Holden
• December 21, 2023
• Global
• 0 Comments

342 Global Equity Funds, AUM $990bn Riding High: The Magnificent 7 Surge in Global Equity Funds • The Magnificent 7, comprising Microsoft, Apple, Alphabet, Amazon, Meta, NVIDIA and Tesla have hit record high allocations among active Global equity funds this year. • Thought of as a standalone allocation, they represent the 2nd largest country weight, but also stand as a …

• Steve Holden
• November 20, 2023
• Global
• 0 Comments

344 Global Equity Funds, AUM $905bn Global Fund Positioning Analysis, November 2023 Taiwan: Underowned Yet Gaining on Peers ServiceNow.Inc: Global Funds Ramp Up Exposure Global Funds Stock Radar   344 Global Equity Funds, AUM $905bn Taiwan: Underowned Yet Gaining on Peers • The percentage of Global funds invested in Taiwan hits an all-time high of 57.8%. • Taiwan has been …

• Steve Holden
• September 12, 2023
• Global
• 0 Comments

349 Global Equity Funds, AUM $999bn Global Fund Positioning Analysis, September 2023 In this issue: Global Equity Managers Trim EM Underweight, but Remain Bearish Global Funds Country/Sector Radar Global Managers Lead a Bullish Charge on Linde plc   349 Global Equity Funds, AUM $999bn Global Equity Managers Trim EM Underweight, but Remain Bearish • The heavy decline in EM allocations …

• Steve Holden
• July 26, 2023
• Global
• 0 Comments

349 Global Equity Funds, AUM $988bn Global Fund Positioning Analysis, July 2023 In this issue: H1 Performance & Attribution H1 Top Down Positioning Update NVIDIA: New Highs 349 Global Equity Funds, AUM $988bn H1 Performance & Attribution The latest stats on performance and the drivers of performance for H1 2023. H1 Performance Summary Active Global funds returned a healthy 12.13% …

• Steve Holden
• June 30, 2023
• Global
• 0 Comments

350 Global Equity Funds, AUM $940bn Global Fund Positioning Analysis, June 2023 Japan: Early Signs of Potential Re-Weight US Technology: Max Weight, Max Underweight Global Funds Stock Radar   350 Global Equity Funds, AUM $940bn Japan: Early Signs of a Potential Re-Weight Global active funds make tentative moves back in to Japanese equities after a 5-year decline.   Time-Series and …

• Steve Holden
• May 14, 2023
• Global
• 0 Comments

352 Global Equity Funds, AUM $962bn Global Fund Positioning Analysis, May 2023 Global Banks Deep Dive Netherlands Positioning: Extending Gains Stock Positioning Update   352 Global Equity Funds, AUM $962bn Global Banks Deep Dive Positioning in the Banking industry group stalls after US Banking failures, but non-US sentiment is improving.   Time-Series & Industry Positioning Among active Global equity funds, …

• Steve Holden
• April 24, 2023
• Global
• 0 Comments

354 Global Equity Funds, AUM $952bn Global Fund Positioning Analysis, April 2023 Q1 Performance & Attribution USA: Record Underweight as Shift to Europe Accelerates European Overweight Hits Record High 354 Global Equity Funds, AUM $952bn Q1 Performance & Attribution The latest stats on performance and the drivers of performance for Q1 2023. Q1 Performance Summary Active Global managers have had …

• Steve Holden
• March 15, 2023
• Global
• 0 Comments

356 Global Equity Funds, AUM $938bn Global Fund Positioning Analysis, March 2023 SVB Financial Group: Global Funds Close Out Early Singapore Banks: Breaking Out Global Funds Stock Radar 356 Global Equity Funds, AUM $938bn SVB Financial Corp: Global Funds Close Out Early Early moves by Global investors hints at flight to safety well before SVB’s eventual collapse. Time-Series and US …