Market Insights
Market Insights
Reports
Navigate the market with clarity and confidence. Our bi-weekly reports distill active equity fund positioning into actionable insights. Subscriptions start at $500 per month:
Stay informed on global investment trends and regional shifts. Our macro analysis equips you with the understanding of where leading investors are positioned, allowing for strategic alignment, or contrarian positioning against market leaders.
Our ‘Sentiment Grid’ combines stock ownership levels and recent fund movements. Utilize this intelligence to assess market sentiment and anticipate potential shifts, informing your investment approach.
Monitor key investor activity within each market. We provide concise overviews to help you quickly identify significant shifts and strategies of prominent funds.
Unlock the drivers of fund performance each quarter. Our deep-dive analysis compares active manager positions against benchmarks to reveal the factors contributing to their success or underperformance.
Receive detailed data reports encompassing industry positioning and focused analyses on relevant countries, sectors, and stocks.
Example Analysis
Check out some of the key slides from our most recent analysis below (click on image to enlarge):
Market Insights
Dashboards
Elevate your market analysis with our advanced positioning dashboards, designed for dynamic and detailed insight. From global trends to individual stock movements, our tools empower you to navigate the complexities of the market with ease and precision. Customize your experience, track specific funds, and translate data into strategic action with confidence.
Subscriptions POA
Access a high-level perspective with our Macro Dashboard, designed to spotlight positioning across regions, countries, sectors, and industries. Gain insights into the latest trends in absolute terms and relative to benchmarks. Identify consensus views, monitor shifts, and comprehend broad market dynamics. This tool empowers you to stay ahead by understanding overarching investment themes and strategies.
Delve into the stock level detail with our Micro Dashboard, utilizing our Sentiment Grid to examine stock positioning and activity levels. Highlight stocks at the extremes of their positioning and momentum ranges. Discover the most overweight stocks in your market, identify the unloved stocks, and pinpoint those capturing the attention of top global investors. This dashboard offers a precise tool for understanding the nuances of individual stock movements and investor interest.
Unlock detailed insights with our Country and Sector Dashboards. These tools blend a variety of charts, combining time-series analysis on overall investment levels, fund-level holding data, weight changes, and fund flows. Integrated with the latest aggregate stock holdings data and activity, these dashboards provide a comprehensive view of a specific country or sector. Drill down to discover top holders, significant stock holding changes, and the fund-level details behind these movements. By leveraging cues from seasoned investors and comparing your fund to peers, these dashboards become an essential part of refining your market strategy.
Examine a fund’s latest and historical exposures across regions, countries, sectors, and stocks. Track exposure changes, monitor new and closed positions, and assess overall fund level inflows and outflows. This focused tool provides a comprehensive snapshot of a fund’s positioning and activity.
Monitor capital movements from the asset class level down to individual stocks or individual funds, identifying where the money is moving within your peer group.
Select and tailor your own fund selection from each of our 6 fund universe to meet your specific analytical needs. Choose from a group of close competitors or create a client focus list, and analyze aggregated levels of holdings across regions, sectors, countries, and stocks.
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Latest Insights
Global EM Funds: Country Positioning Update
- The latest country positioning data from our Emerging Market fund research
Reassessing Turkey: EM Fund Managers Show Signs of Sentiment Shift
- After a decade-long bear market in investor positioning, GEM managers are beginning to show tentative signs of a sentiment shift towards Turkey.
China: Darkest before the Dawn?
- Sentiment among Global Equity funds plunges to new depths.
- Clarity on Market Positioning
- Stay ahead of market trends
- Understand Investor Sentiment