Scopic Research: Multi-asset teams lean towards equities in Q2 2026
Scopic Research monitors the sentiment of multi-asset teams towards different growth, defensive, and diversifying assets on quarterly basis. The sentiments are based on a 12-month view. Investment Week has joined with Scopic to share the results on a quarterly basis. Here, Paul Ilott, managing director of Scopic Research, summarises the findings for Q2 2026. Click […]
Scopic multi-asset performance review – Orbis Global Balanced fund
Paul Ilott, managing director of Scopic Research, shares the team’s views on the performance of the Orbis Global Balanced Fund. Click here to read more
Volatility of capital isn’t the same thing as the volatility of dividend income.
Paul Ilott from Scopic’s article seeks to demonstrate why advisers might need to reassess the definition of risk when retirees come to receive dividend income from multi asset funds in the Scopic ‘retirement income champions’ cohort. To read more, click here.
Scopic Multi-asset teams sentiment indicator: multi asset investors showing confidence in Q4 2025.
Scopic Research monitors the sentiment of multi asset teams towards different growth, defensive, and diversifying assets on quarterly basis. The sentiments are based on a 12-month view. Investment Week has joined with Scopic to share the results on a quarterly basis. Here, Paul Ilott, managing director of Scopic Research, summarises the findings for Q4 2025. […]
Scopic Research adds W1M multi-asset funds to its Multi Asset DNA research service.
The W1M Multi Asset Funds are the latest additions to Scopic Research’s Multi Asset DNA research service, which currently includes research analysis and DNA graphics covering 119 multi asset portfolios from 19 different fund groups. Click here to read more.
Scopic multi-asset performance review: Downing Fox 80% Equity Fund
Paul Ilott, managing director of Scopic Research, shares the team’s views on the performance of the Downing Fox 80% Equity Fund. Click here to read more
Why advisers should stop focusing on income yield
Income yield is the wrong thing to focus on when it comes to understanding the level of income retirees receive from an invested pension pot. It is dividend income that matters. Click here to read more
Scopic multi asset performance review – BNY Mellon FutureLegacy 5 Fund
Paul Ilott, managing director of Scopic Research, shares the team’s views on the performance of the BNY Mellon FutureLegacy 5 Fund. Read More.
Scopic multi-asset performance review: Hawksmoor Vanbrugh Fund
Paul Ilott, managing director of Scopic Research, shares the team’s views on the performance of the Hawksmoor Vanbrugh fund. READ MORE
Scopic Multi-Asset Review: BNY Mellon Multi Asset Balanced fund
Paul Ilott, managing director of Scopic Research, shares the team’s views on the performance of the BNY Mellon Multi Asset Balanced fund. Click here to read the full article.