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
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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.
157 Views
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...
176 Views
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...
161 Views
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.
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