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
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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...
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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...
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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.
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EM Telcos: Video Growth Drives an EM Wireless Growth Inflection.
Video is becoming a “killer app” in emerging markets and now accounts for over 50% of data volume on many networks. Low median age, limited...
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