Global equity strategies see most new interest at start of 2019
February 11, 2019

Investors and consultants globally have increased their focus on global equity strategies more so than on any other segment to start 2019, according to the January 2019 eVestment Institutional Insights report (previously the eVestment Advantage Viewership Report).

Global All Cap Core and Value Equity strategies saw the greatest universal increases, but it was GQG Partners' Global Equity strategy, within the Growth Equity category, which saw the greatest single increase in inquiry compared to the prior six months.

Report highlights include:

UK firms' products attracted rising interest in multiple regions. eVestment clients in the UK, Europe ex-UK and Asia ex-Japan focussed an increased amount of interest toward Aberdeen Standard Investments' products in January. UK investors and intermediaries were focussed on the firm's Diversified Growth Fund strategy, Asia ex-Japan clients focussed on the Emerging Markets Equity strategy and Europe ex-UK clients shifted interest to the firm's European Equity Income Fund strategy.

Investors and consultants in the UK showed an increased interest in Chinese equities, in particular products in RQFII/QFII-China A-Shares Equity and Overseas China Equity universes. Within the former universe there was rising interest in Allianz Global Investors' China A-Shares Equity strategy. In the latter universe there was rising interest in Zeal Asset Management's Zeal Voyage China Fund strategy.

Blackrock captured the most interest on eVestment's platform to start 2019. Led by interest in the firm's Strategic Income Opportunities strategy, investors and consultants viewed products from Blackrock more than any other firm in January 2019. Interest in the firm's global unconstrained product originated primarily in the US, but the US wasn't the only location where Blackrock garnered elevated interest. Clients located in the UK focussed on two of the firm's DGF products, Market Advantage (Risk Parity) and Dynamic Diversified Growth, though views for both products combined lagged the aforementioned DGF product from Aberdeen Standard Investments.

Africa/Middle East investors and consultants showed rising interest in domestically focussed universes, including MENA Equity, South Africa Balanced and Sharia-Compliant Bonds/Sukuk universes.

 





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Investors and consultants globally have increased their focus on global equity strategies more so than on any other segment to start 2019, according to the January 2019 eVestment Institutional Insights report (previously the eVestment Advantage Viewership Report).

Global All Cap Core and Value Equity strategies saw the greatest universal increases, but it was GQG Partners' Global Equity strategy, within the Growth Equity category, which saw the greatest single increase in inquiry compared to the prior six months.

Report highlights include:

UK firms' products attracted rising interest in multiple regions. eVestment clients in the UK, Europe ex-UK and Asia ex-Japan focussed an increased amount of interest toward Aberdeen Standard Investments' products in January. UK investors and intermediaries were focussed on the firm's Diversified Growth Fund strategy, Asia ex-Japan clients focussed on the Emerging Markets Equity strategy and Europe ex-UK clients shifted interest to the firm's European Equity Income Fund strategy.

Investors and consultants in the UK showed an increased interest in Chinese equities, in particular products in RQFII/QFII-China A-Shares Equity and Overseas China Equity universes. Within the former universe there was rising interest in Allianz Global Investors' China A-Shares Equity strategy. In the latter universe there was rising interest in Zeal Asset Management's Zeal Voyage China Fund strategy.

Blackrock captured the most interest on eVestment's platform to start 2019. Led by interest in the firm's Strategic Income Opportunities strategy, investors and consultants viewed products from Blackrock more than any other firm in January 2019. Interest in the firm's global unconstrained product originated primarily in the US, but the US wasn't the only location where Blackrock garnered elevated interest. Clients located in the UK focussed on two of the firm's DGF products, Market Advantage (Risk Parity) and Dynamic Diversified Growth, though views for both products combined lagged the aforementioned DGF product from Aberdeen Standard Investments.

Africa/Middle East investors and consultants showed rising interest in domestically focussed universes, including MENA Equity, South Africa Balanced and Sharia-Compliant Bonds/Sukuk universes.

 



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