LATAM: The Conviction Overweight in a Benchmark-Driven World
LATAM remains a core and consensus overweight among active EM managers, with 85% of funds positioned ahead of the MSCI EM benchmark
300 Views
Primer: America Movil Sab De Cv (AMXL MM) - Jan 2026
América Móvil is the dominant telecommunications provider in Latin America, with a significant and growing subscriber base, positioning it to...
134 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...
373 Views
Mexico Moves to Top EM Overweight
Mexican exposure among EM investors grinds higher. Rotation among managers moves Mexico to the largest country overweight in EM, with current...
457 Views
EM Fund Positioning: All You Need to Know
In this analysis, we provide a detailed overview of investor positioning among 250 active Global Emerging Market funds with combined AUM of $500bn.
490 Views