• 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, …

• 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 …