24 January Emerging Markets

Fund Positioning Dashboards Overview

365 emerging market Funds, AUM $412bn

Emerging Markets Fund Positioning Dashboard Overview

In this week's analysis, we present a comprehensive "teach-in" of our newly released suite of positioning dashboards, illustrated through three instructional videos. These videos guide you through the latest functionality and also offer some valuable insights on the latest positioning among active EM funds.

• Macro/Regional Dashboards: The latest top-down positioning data, plus a deeper look at the consensus overweight in the LATAM region.
• Micro/Stock Dashboards: How we look at sentiment for all stocks in the EM Universe, but Tata Motors and Bank Central Asia stand out.
• Country/Sector Dashboards: Focus on a single country or sector. We look at Poland's resurgence in exposure, and in the Consumer Staples sector, how Mexico is catching up to China.

Macro/Regional Dashboards

Gain a macro-level view of positioning across regions, countries, sectors, and industries. Our video takes you through the latest country-level positioning, demonstrates how to toggle between style groups, and focuses on the consensus LATAM overweight. We conclude by showcasing how to monitor your own bespoke fund universe using our innovative ‘Set’ filter functionality.

Micro/Stock Dashboards

Delve into stock-level positioning and momentum with our interactive Micro Dashboard. We highlight two stocks at opposite ends of our Sentiment Grid. Tata Motors, experiencing an uptick in ownership yet still significantly underowned compared to its history, and Bank Central Asia, which is beginning to see some selling after a seven-year bull run in fund ownership.

Country/Sector Dashboards

Our Country and Sector dashboards provide a detailed view of positioning within any country or sector in our analysis. In this video, we examine the rise in Polish positioning, emphasizing both the growth in exposure and the variations between European and US-listed strategies. Additionally, we focus on the Consumer Staples sector, particularly the shifting dynamics between Chinese and Mexican Consumer Staples stocks.

For more analysis, data or information on active investor positioning in your market, please get in touch with me on steven.holden@copleyfundresearch.com