GEM Fund 2019 Performance Review: Active Funds Make Big Gains in 2019
2019 was an excellent year for GEM active managers, the 4th best in the last 17 years. Aggressive Growth funds came out on top, Value funds...
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The Russia Resurgence
Russian allocations among EM active funds are at their highest levels in 3-years. The Russian overweight stands at +1.23% above benchmark, the...
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India: Where Are We Now? A GEM Manager Perspective
As the NIFTY index approaches new highs this week, we thought it useful to provide a thorough breakdown of India positioning among global emerging...
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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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