South Korean Flight. GEM Investors Scale Back Allocations
Allocations in South Korean stocks have hit their lowest levels in at least 8-years among GEM active managers. Average holding weights have...
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Global Emerging Market Funds: Monthly Performance Review
In this report, we analyse the performance of Global Emerging Market funds for the month of July. We break down performance based on fund style,...
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U.S. Equity Strategy: Growth And Safety Are The Plays To Stay With
The S&P 500 continues its march higher, however the troops have been unable to keep up with the generals and with this is an ounce of concern....
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Active GEM Funds Trounce Passive in H1
Actively managed GEM funds had a fantastic first half of 2019. Year to date absolute returns for the average GEM fund stand at 13.06% compared to...
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U.S. Equity Strategy: Caution Warranted; Downgrading Materials
We continue to believe that caution is warranted in U.S. equities and we are concerned that key support levels may not hold -- notably 2,800 and...
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