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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Global Equity Strategy: Growth Sectors Continue To Improve -- Add Exposure
Building off of last week's report, growth Sectors such as Technology and Communications continue to improve and we recommend adding exposure...
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EM Underweight Hits Record High Among Global Managers
Active Global managers are running record underweights in Emerging Market stocks. The average Emerging Markets allocation sits underweight -4.56%...
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Global Emerging Markets Weekly: 16 April 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
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