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The latest research from our Global Fund Positioning Analysis

13 Mar 2025
by / SteveH
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.
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24 Feb 2025
by / SteveH
Global Funds: Positioning Chart Pack, Feb 2025
  • China & HK: Sentiment Improving
  • US Tech: Signs of Caution
  • Stock Insights: Nestle, LSE, LVMH and more
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16 Jan 2025
by / SteveH
Global Funds: Performance & Attribution Review, 2024
  • Worst Year on Record for Active
  • NVIDIA Underweight costly
  • Mag 8 Drives absolute Performance
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15 Dec 2024
by / SteveH
Global Funds: Positioning Insights, December 2024
  • United Kingdom: Overweights Strengthen
  • Global Autos: Drop in Confidence
  • Nestle: Global Funds Pull Back
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26 Nov 2024
by / SteveH
Active Global Funds: Positioning Chart Pack, November 2024
  • USA Record Highs, Japan Lows
  • 'Staples Lows, Tech Record U/W
  • Tobacco Decline
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28 Oct 2024
by / SteveH
Global Funds: Extreme Stocks, October 2024
  • Accenture Plc Class A
  • GSK plc
  • Iberdrola SA
  • Intel Corporation
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14 Oct 2024
by / SteveH
Global Funds: Performance & Attribution Review, Q3 2024
  • Global funds beat benchmark in Q3
  • NVIDIA underweight pays off
  • Apple and Teslsa underweights drag on performance
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27 Sep 2024
by / SteveH
Global Funds: Positioning Insights, September 2024
  • China & HK: Max Bearish Sentiment
  • Health Care: Conviction Overweight
  • MercadoLibre: Rising Star
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18 Aug 2024
by / SteveH
Global Funds: Positioning Insights, August 2024
  • Emerging Markets
  • Switzerland
  • Utilities
  • Apple Inc.
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28 Jul 2024
by / SteveH
Global Funds: Extreme Stocks, July 2024
  • Adobe Incorporated
  • Pfizer Inc.
  • Taiwan Semiconductor Manufacturing Co., Ltd.
  • Walt Disney Company
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17 Jul 2024
by / SteveH
Global Funds: Performance & Attribution Review, Q2 2024
  • Global funds lag benchmark in Q2 by 2.2%.
  • US stock selection the key driver of underperformance.
  • Apple and NVIDIA underweights drag on performance.
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21 Jun 2024
by / SteveH
Positioning Insights & Investment Trends, June 24
  • France and UK Pre-Election Analysis
  • Industrials Record Exposure
  • US Consumer Staples Lows
  • Biotechnology Rotation
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21 May 2024
by / SteveH
Active Global Funds: Top-Down Country Insights
  • USA Dominance, EMEA Overweights, Asia's Decline
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17 Apr 2024
by / SteveH
Global Funds: Performance & Attribution Review, Q1 2024
  • Global funds lag benchmark in Q1
  • US Tech sector a key driver of returns
  • Apple and Tesla underweights help performance.
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27 Mar 2024
by / SteveH
Semiconductors: Winners Emerge as Allocations Hit Record Highs
  • Record allocations highlight investor confidence as second phase of bull market drives allocations to fresh peak.
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13 Feb 2024
by / SteveH
Global Positioning Insights, February 2024
  • LATAM Momentum.
  • Consumer Staples: Fresh lows
  • China: Darkest before the Dawn?
  • Salesforce Hits New Highs
  • Stock Activity Analysis
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17 Jan 2024
by / SteveH
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.
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21 Dec 2023
by / SteveH
Magnificent 7 Deep Dive
  • Magnificent 7 surge to record high allocations among active Global equity funds this year
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20 Nov 2023
by / SteveH
Global Fund Positioning Analysis, November 2023
  • Taiwan: Underowned Yet Gaining on Peers
  • ServiceNow.Inc: Global Funds Ramp Up Exposure
  • Global Funds Stock Radar
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12 Sep 2023
by / SteveH
Global Fund Positioning Analysis, September 2023
  • Global Equity Managers Trim EM Underweight, but Remain Bearish
  • Global Funds Country/Sector Radar
  • Global Managers Lead a Bullish Charge on Linde plc
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