• 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 …

• 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 …