Global

Active Global Funds: Top-Down Positioning Update

Breaking the Range: EM Reclaims Attention in Global Portfolios

• EM breakout as China and Taiwan rotation drives allocations higher

Japan: Cautiously Reengaging

• Allocations are inching higher—just not at the pace the market might suggest.

Global Equity: Q3 Performance & Attribution

• The drivers of absolute and relative performance for Global equity funds this year

The Big Picture: Global Fund Positioning Update

• A deep dive into active Global fund positioning - highlighting the key dynamics shaping capital allocation across our 360-strong fund universe.

Palantir Technologies Inc

• Rotation Signals Momentum Shift

Active Global Funds: Positioning Analysis, July 2025

• Magnificent 7 Positioning Update
• Financial Exchanges On the Rise
• Stock Analysis: BABA, Rheinmetall, Danaher, Merck, Iberdrola.

Global Funds: Performance & Attribution Analysis, H1 2025

• Value funds lead, outperforming Growth by nearly 6%
• High Active strategies dominate top performers in 2025
• Microsoft, NVIDIA, Meta drive majority of fund gains

Europe Reasserted:  Consensus Builds as Europe Reclaims Ground from the U.S.

• Over 90% of global funds are now overweight Europe

Global Funds: Positioning Analysis, May 2025

• Australia: Ownership Lows
• Industrials: Conviction Overweight
• Stock Analysis: MELI, Spotify, Diageo, Disney, NVIDIA

Global Funds: Positioning Chart Pack, April 2025

• China & HK Consumer Discretionary: Rebuilding Trust
• US Utilities: Record Ownership as Rotation Gathers Pace
• Stock Analysis: Samsung, Adobe, S&P Global & More..

Global Funds: Positioning Chart Pack, March 2025

• Japan Technology: Reaching New Highs
• US Consumer Staples: Exodus Slowing?
• German Consumer Discretionary: Underowned & Overlooked?

Xi’s Champions: A Closer Look at Fund Positioning

• From BYD to Qi An Xin Technology Group, we look at the trends in ownership among President Xi's business Champions.

Global Funds: Positioning Chart Pack, Feb 2025

• China & HK: Sentiment Improving
• US Tech: Signs of Caution
• Stock Insights: Nestle, LSE, LVMH and more

Global Funds: Performance & Attribution Review, 2024

• Worst Year on Record for Active
• NVIDIA Underweight costly
• Mag 8 Drives absolute Performance

Global Funds: Positioning Insights, December 2024

• United Kingdom: Overweights Strengthen
• Global Autos: Drop in Confidence
• Nestle: Global Funds Pull Back

Active Global Funds: Positioning Chart Pack, November 2024

• USA Record Highs, Japan Lows
• 'Staples Lows, Tech Record U/W
• Tobacco Decline

Global Funds: Extreme Stocks, October 2024

• Accenture Plc Class A
• GSK plc
• Iberdrola SA
• Intel Corporation

Global Funds: Performance & Attribution Review, Q3 2024

• Global funds beat benchmark in Q3
• NVIDIA underweight pays off
• Apple and Teslsa underweights drag on performance