Dashboard
Discussions
Watchlists
Collections
Tools
More
Events
SIGN UP
SIGN IN
Collections
>
Asia Fund Positioning
COLLECTION
Asia Fund Positioning
Asset Allocation and Fund Positioning
Follow
Share
293
Insights
94.9k
Views
16
Followers
Follow
Share
Regions
Sectors
Verticals
More Filters
Refresh
Top Picks Only
Recent
bullish
•
Cross Asset Strategy
•
27 Jun 2024 17:00
France: Global Funds Overweight Ahead of Snap Election
Global equity fund managers are entering the French election with an overweight position compared to the SPDRs MSCI ACWI ETF benchmark
Steven Holden
Follow
160 Views
Share
bullish
•
Cross Asset Strategy
•
27 Jun 2024 15:00
United Kingdom: Record Overweights in Run Up to Election
Global equity fund managers are heading into the UK election with a significant overweight position compared to the SPDRs MSCI ACWI ETF benchmark.
Steven Holden
Follow
157 Views
Share
bearish
•
Cross Asset Strategy
•
24 Jun 2024 17:38
India: Record Exposure Gives Rise to Caution
Despite record MSCI India highs, valuations keep India as a significant underweight for active EM managers. Underweights client to -2.44% versus...
Steven Holden
Follow
177 Views
Share
bullish
•
Cross Asset Strategy
•
24 Jun 2024 17:27
Mexico: GEM Funds Wrong-Footed After Election Results.
Pre-election bullishness towards Mexico was at it's highest ever levels in the run up to the election. Managers must now assess whether the new...
Steven Holden
Follow
161 Views
Share
bearish
•
Cross Asset Strategy
•
30 May 2024 10:00
China Real Estate: Continued Fund Rotation Drives New Lows
Closures by key investors and a downturn in ownership metrics since October last year highlight the Real Estate sector’s declining appeal.
Steven Holden
Follow
225 Views
Share
Copyright © 2022 Smartkarma Innovations Pte Ltd. All Rights Reserved. v3.33.1
x