Investors and asset allocators
are showing appetite for a greater exposure to emerging markets.
scaled back their underweight positions.
In addition to reducing underweight positions in banks, asset allocators
have begun moving back towards traditional cyclical sectors.
A net 17 percent of global asset allocators
are overweight Global Emerging Market equities - down from a net 34 percent in May.
A net 38 per cent of global asset allocators
are underweight Japanese equities, the lowest reading since March 2009 and up from a net 23 percent a month ago.
A net 26 percent of asset allocators
are overweight equities, down from a net 33 percent in March.
The proportion of asset allocators
overweight US equities has ticked down to a net 11 per cent from a net 13 per cent in August.
A net 44 percent of asset allocators
are overweight emerging market equities this month, up from a net 20 percent in January.
Contract notice: Installation and operation of heating cost allocators
in housing wealth of orvitis.
The Novus platform gives investment managers and allocators
access to unparalleled insight into portfolio holdings, exposures, attribution and risk at any complexity level - from multi-manager portfolios to single manager funds and position-level analytics.
A net 26 per cent of asset allocators
are overweight equities, up from 12 per cent last month.
The QuantiSense solution is a central repository for merchandising intelligence across buyers, allocators
, planners, store managers and our executive team," said Dennis Hernreich, COO and CFO of CMRG.