Global Equity Strategies See Most New Interest at Start of 2019

11 Feb

Global Equity Strategies See Most New Interest at Start of 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 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.

This data is generated through the eVestment Advantage solution and is based on tracking daily reviews of investment universes and products by investors and consultants using eVestment, highlighting the “Most Viewed” and “Rising” universes, firms and products. Rising interest indicates the universes, firms and products with the largest increase in proportion of views they captured in the most recent month compared to the proportion of views they captured over the prior six months. The report looks at Global, United States, United Kingdom, Europe ex-U.K., Japan, Asia ex-Japan, Australia/New Zealand, Africa/Middle East and Canada profile viewership activity among the institutional investors and consultants who use eVestment.

Some other interesting findings from the report include:

  • 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.
  • UK firms’ products attracted rising interest in multiple regions. eVestment clients in the UK, Europe ex-UK and Asia ex-Japan focused an increased amount of interest toward Aberdeen Standard Investments’ products in January. UK investors and intermediaries were focused on the firm’s Diversified Growth Fund strategy, Asia ex-Japan clients focused on the Emerging Markets Equity strategy and Europe ex-UK clients shifted interest to the firm’s European Equity Income 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 focused 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-focused universes, including MENA Equity, South Africa Balanced and Shariah-Compliant Bonds/Sukuk universes.

To see the full data set, please click here.