Portfolio Poll shows renewed interest in Europe and Asia

The latest Wren Research survey of global equity funds shows that managers are becoming more optimistic about prospects in Europe and Asia. In the three months to March 2002, managers lifted their average exposure to Europe from 20.5% to 22.2%, and the UK from 11.5% to 12.1%. Weightings in Asia, excluding Japan, were almost steady at 4.9% but up from 4.4% a year earlier. Korean stocks have been particularly popular with several managers increasing their holdings.

On the other side of the coin, weightings in the US and Japan have decreased and remain well below their ‘neutral’ benchmarks. Interestingly, US-based fund managers have generally been more negative on their own market than other investors although their total US weightings are still higher.

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