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The latest research from our Global Fund Positioning Analysis

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.
  • Long-term underperformance of active v passive
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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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26 Jul 2023
by / SteveH
Global Fund Positioning Analysis, July 2023
  • H1 Performance & Attribution
  • H1 Top Down Positioning Update
  • NVIDIA: New Highs
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30 Jun 2023
by / SteveH
Global Fund Positioning Analysis, June 2023
  • Japan: Early Signs of Potential Re-Weight
  • US Technology: Max Weight, Max Underweight
  • Global Funds Stock Radar
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14 May 2023
by / SteveH
Global Fund Positioning Analysis, May 2023
  • Global Banks Deep Dive
  • Netherlands Positioning: Extending Gains
  • Stock Positioning Update
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24 Apr 2023
by / SteveH
Global Fund Positioning Analysis, April 2023
  • Q1 Performance & Attribution
  • USA: Record Underweight as Shift to Europe Accelarates
  • European Overweight Hits Record High
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15 Mar 2023
by / SteveH
Global Fund Positioning Analysis, March 2023
  • SVB Financial Group: Global Funds Close Out Early
  • Singapore Banks: Breaking Out
  • Global Funds Stock Radar
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16 Feb 2023
by / SteveH
Global Fund Positioning Analysis, February 2023
  • Investment Managers: Out of Favour
  • Consensus Overweight in UK Stocks
  • EMEA Technology Rotation
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25 Jan 2023
by / SteveH
Global Fund Positioning Analysis, January 2023
  • 2023 Global Fund Positioning Update
  • Record Under-Allocation in Emerging Markets
  • Microsoft Corporation: Value Funds Lose Confidence
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08 Jan 2023
by / SteveH
Global Funds: 2022 Performance & Attribution Report
  • Fund Performance & Attribution Analysis Among Active Global Managers for 2022
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12 Dec 2022
by / SteveH
Global Fund Positioning Analysis, December 2022
  • Global Real Estate: New Lows
  • China & HK: Underowned?
  • Investment Banks/Brokers: Continued Momentum
  • Vodafone: Going..Going....
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24 Oct 2022
by / SteveH
Global Equity: Consensus Positioning
  • What are the consensus positions across regions, countries, sectors and stocks among active Global investors? We find out.
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11 Oct 2022
by / SteveH
Global Funds: Q3 Performance & Attribution
  • Fund Performance & Attribution Analysis Among Active Global Managers for Q3 2022
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13 Sep 2022
by / SteveH
Record Exposure as North American Rotation Continues
  • North America continues to take market share from the key regions in Europe and Asia.
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16 Aug 2022
by / SteveH
Global Fund Positioning Analysis, August 2022
  • Comm' Services: Record Lows
  • Taiwan Tech: Pause and Reverse
  • Australia: Sleeping Giant Awakes
  • UK Consumer Discrexodos
  • Trucking Momentum
  • South Korean Autos. All Over?
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