• 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 …

• Steve Holden
• February 16, 2023
• Global
• 0 Comments

358 Global Equity Funds, AUM $914bn Global Fund Positioning Analysis, February 2023 In this issue: Investment Managers: Out of Favour Consensus Overweight in UK Stocks EMEA Technology Rotation 358 Global Equity Funds, AUM $914bn Investment Managers: Out of Favour Sentiment in the Investment Managers industry group is at rock bottom. Time-Series and Industry Activity Global fund allocations in the Investment …

• Steve Holden
• January 25, 2023
• Global
• 0 Comments

358 Global Equity Funds, AUM $914bn Global Fund Positioning Analysis, January 2023 In this issue: 2023 Global Fund Positioning Update Record Under-Allocation in Emerging Markets Microsoft Corporation: Value Funds Lose Confidence 358 Global Equity Funds, AUM $914bn 2023 Global Fund Positioning Update In this report, we look at the latest allocations among the 358 active funds in our analysis across …

• Steve Holden
• January 8, 2023
• Global
• 0 Comments

359 Active GEM Funds, AUM $914bn. 2022 Performance & Attribution Report In this report, we provide an overview of 2022 performance among the Global active funds in our analysis. We look at annual performance broken down by Style and Market Cap focus, together with longer-term analysis of active versus passive. We then identify the drivers behind 2022 performance based on …

• Steve Holden
• December 12, 2022
• Global
• 0 Comments

359 Active Global Funds, AUM $947bn Global Fund Positioning Analysis, December2022 In this issue: Global Real Estate: New Lows China & HK: Underowned? Investment Banks/Brokers: Continued Momentum Vodafone: Going..Going….   359 Active Global Funds, AUM $947bn Global Real Estate: New Lows   Ownership levels in the Global Real Estate sector have hit new lows.  Average weights among active Global funds …

• Steve Holden
• October 24, 2022
• Global
• 0 Comments

359 Active Global Funds, AUM $832bn Consensus Positioning Consensus positioning is something that is often discussed in investment circles. More often then not it tends to be anecdotal: “Everybody owns insert stock, nobody is overweight insert country” etc etc. The fact is, there are very few consensus positions in Global investing, with a vast opportunity set of thousands of companies …

• Steve Holden
• October 11, 2022
• Global
• 0 Comments

359 Active Global Funds, AUM $950bn. Q3 Performance & Attribution In this piece, we provide an overview of Q3 performance among the Global active funds in our analysis. We look at quarterly performance broken down by Style and Market Cap focus, together with longer-term analysis of active versus passive. We then breakdown this quarter’s performance based on the average active …

• Steve Holden
• September 13, 2022
• Global
• 0 Comments

358 Active Global Funds, AUM $930bn North American Rotation Active Global investors are at record allocations in North American stocks. Driven higher by rising Health Care, Industrials and Energy exposure, North America continues to take market share from the key regions in Europe and Asia. Yet with Global investors still underweight North America, does this rotation have further to run? …

• Steve Holden
• August 16, 2022
• Global
• 0 Comments

362 Active Global Funds, AUM $960bn Investor Positioning Insights Communication Services: Lowest Exposure on Record Taiwan Technology: Pause and Reverse Australia: Sleeping Giant Awakes UK Consumer Discrexodos Momentum in the Trucking Industry South Korean Autos. All Over?   Communication Services: Lowest Exposure on Record Charts clockwise from top to bottom Communication Services allocations among active Global managers are at their …