GEM Positioning Monthly: Indonesian Financials, Food & Beverages, Lenovo Sentiment Reversal
Copley Fund Research analyse the holdings of long-only equity funds. This analysis is taken from our GEM research product, covering 189 global...
579 Views
U.S. Equity Strategy: Outlook Deteriorating; Upgrading Staples
In this report we outline important technical levels to watch for U.S. indexes and highlight several negative developments which lead us to a more...
574 Views
Inventory-Driven Positive US Growth Surprise Is a Chimera
The advance estimate of US real GDP for 1Q 2019 (reported before export and import data for March are available) showed a surprisingly strong...
474 Views
GEM Active Funds: Big Q1 Outperformance
Global Emerging Market funds made a strong start to 2019, with just over two-thirds of funds outperforming the benchmark, generating an average...
568 Views
The China A-Share Revolution
Copley Fund Research analyse the holdings of long-only Global Emerging Market equity funds. All of the Funds in this analysis are actively managed...
974 Views