Today’s expansive universe of actively managed strategies presents investors with abundant choice, but identifying those with genuine potential to outperform over the long term has become increasingly challenging. Drawing on Morningstar’s comprehensive qualitative manager research, our semiannual publication of Best of Breed - Asia cuts through the noise to spotlight a select group of actively managed strategies available to Asian investors that we believe are truly compelling – underpinned by experienced teams, disciplined investment processes, and durable advantages.
Global Equity
In this edition, we focus on global equity strategies. Investor demand for the asset class has been strong in 2026, with global equity funds pulling in roughly USD 110 billion in net flows through July. Equity gains have been strong, although market leadership is increasingly concentrated in a narrow set of AI beneficiaries. Meanwhile, broadly diversified portfolios generally achieve greater success than thematic ones over the long term. A global opportunity set can help investors access a wider range of return drivers beyond the dominant technology exposure while still offering participation in AI-related beneficiaries.
Organic Fund Flow Growth Rate by Major Equity Categories (%)
In our report, we highlight five active global equity strategies that we believe are particularly compelling for investors seeking global exposure. Backed by experienced teams and disciplined investment processes, they are well positioned to navigate an evolving investment landscape.
Five funds for investors seeking global exposure
For more details on how we selected these funds and why we believe they have investment merit, please visit: Best of Breed: 2H 2026
