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Fund Positioning Insights
Below we showcase a selection of charts from our market insights analysis, our peer group analysis, and our Datafeeds. Click on any image to see the full-page detail.
GEM Funds
Active Shares are falling. Country, Sector and Stock level dispersion from the index are at their lowest levels in history for active EM funds.
Global Funds
NVIDIA: Global Funds refuse to match benchmark as valuations become stretched.
GEM Funds
6 stocks (market cap < $10bn) that saw significant ownership gains in 2024 and are now at record levels - though they remain lightly held.
Global Funds
MEGA: Make Europe Great Again. Active Global Managers Maintain Structural Overweight in DM Europe vs Record North America Underweight.
Global Funds
Growth Funds beat Value, but all Style groups underperform the benchmark in 2024.
Global Funds
Magnificent 8 stocks a key driver of returns in 2024, though some funds outperformed with a low allocation.
GEM Funds
Emaar Properties, Aldar Properties and Emaar Development surge to new highs in GEM fund ownership
GEM Funds
UAE and India drive Real Estate revival, China in long-term decline
GEM Funds
Real Estate positioning shows signs of recovery among GEM managers,
Japan Funds
Toyota and Honda maintain strong investor base, Nissan and Mazda fall to record lows.
Global Funds
Tesla overtakes Stellantis as the most widely owned Auto company.
Global Funds
Long-Term decline in Japanese Autos positioning
Global Funds
Global Managers are once again reducing their stakes in the Autos sector
Global Funds
Record Overweight in UK Equities
Global Value Funds
The US Underweight by Global Value Equity funds is concentrated in the Mega Cap Stocks.
Global Equity Funds
Global Funds hit record underweight in US Equities. Value funds double down despite US outperformance.
Global EM Funds
3 Funds consistently delivering higher growth profiles than the benchmark while maintaining low valuation metrics
Global Equity Funds
Outright ownership Sweden, Australia and Brazil has dropped to its lowest levels on record, with fewer funds invested than ever before.
Global EM Funds
Mobius Emerging Markets - Snapshot versus active peers.
Global EM Funds
GEM Funds differ in their market cap exposure. Small caps have outperformed over the last 5-years.