Multi asset teams’ sentiment indicator: Q2 2025 – multi asset investors showing caution.
Scopic Research monitors the sentiment of multi asset teams towards different growth, defensive, and diversifying assets on a quarterly basis. The sentiments are based on a 12-month view. Here, Paul Ilott, managing director of Scopic Research, summarises the indicator’s findings for Q2 2025. Click here to read the full article.
Scopic Research – Highly commended in Professional Paraplanner 2025 Awards.
To find the winners of the Provider Awards, Professional Paraplanner asked paraplanners to nominate the providers they believe give them the best service or have the best products in the market. Hence, for a provider to win one of these awards, paraplanners have to specifically nominate that provider in the category. Click here to read […]
How not to blend multi asset funds
Paul Ilott, Managing Director, Scopic Research, looks at reasons paraplanners might want to blend multi asset portfolios together, and highlights some of the actions to avoid when doing so. Click here to read the full article.
Scopic Multi-Asset Review: Orbis Global Balanced Fund
Performance review during risk-on and risk-off periods. 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 the full article.
Multi asset teams’ sentiment indicator: Q1 2025 – Grappling with uncertainty.
Scopic Research monitors the sentiment of multi asset teams towards different growth, defensive, and diversifying assets on a quarterly basis. The sentiments are based on a 12-month view. Here, Paul Ilott, managing director of Scopic Research, summarises the indicator’s findings for Q1 2025. Click here to read the full article.
Scopic Multi-Asset Review: Schroder Global Multi Asset Balanced Portfolio
Performance review during risk-on and risk-off periods. Paul Ilott, managing director of Scopic Research, shares the team’s views on the performance of the Schroder GMAP Balanced Fund.
Scopic Multi-Asset Review: Downing Fox 60% Equity Fund.
Performance review during risk-on and risk off periods. Paul Ilott, managing director of Scopic Research, shares the team’s views on the performance of the Downing Fox 60% Equity fund, which launched in June 2023. Click here to read the full article.
Scopic Multi-Asset Performance Review: Hawksmoor Vanbrugh fund
Performance review during risk-on and risk-off periods. Paul Ilott, managing director of Scopic Research, shares the team’s views on the performance of the Hawksmoor Vanbrugh fund, during a turbulent period for investors. Click here to read the full article.
Multi-asset teams weigh Trump impact in Q4
Grappling with the unpredictability of geopolitical events. Scopic Research monitors the sentiment of multi-asset teams towards different growth, defensive, and diversifying assets on a quarterly basis. The sentiments are based on a 12-month view. Investment Week has joined with Scopic to share the results. Here, Paul Ilott, managing director of Scopic Research, summarises the findings […]
Multi Asset teams’ sentiment indicator: Q3 2024 – Risk assets are back in fashion.
Scopic Research monitors the sentiment of multi asset teams towards different growth, defensive, and diversifying assets on a quarterly basis. The sentiments are based on a 12- month view. Here, Paul Ilott, managing director of Scopic Research, summarises the indicator’s findings for Q3 2024.