Multi asset teams’ sentiment indicator: Q2 2024 – Interest in small and mid-caps picking up.
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 2024. Click here to find out more
Multi-asset teams’ sentiment indicator: Q1 2024 – Positive view on UK equities.
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 2024. Click here to find out more.
We’ve enhanced our portfolio blending tool – Professional Adviser Magazine
Our qualitative based portfolio blending tool will help intermediaries to avoid some of the many unintended consequences that we see when multi asset funds are blended together using only a past performance-based approach. Click here to find out more.
Multi-asset teams’ sentiment indicator Q4 2023
Scopic quarterly sentiment indicator in Q4, 2023 Scopic Research regularly monitors multi asset teams’ sentiments towards the prospects for different growth, defensive, and diversifying asse types on a 12-month view. Investment Week has joined with Scopic to share the results in a quarterly series. Here, Paul, Ilott, managing director of Scopic Research, summarises the findings […]
Style – why we need to know about embedded biases within Multi Asset funds – Professional Adviser.
Value style bias – the third in a series about embedded biases within Multi Asset funds.
Comments to Investment Week
Paul Ilott comments on the impending closure of GARS.
Multi-asset teams sentiment indicator: Caution needed in Q2
Scopic Quarterly Sentiment Indicator in Q2 2023 Scopic Research regularly monitors multi-asset teams’ sentiments towards prospects for different growth, defensive, and diversifying-type assets on a 12-month view. Investment Week has joined with Scopic to share the results in a new quarterly series. Here, Paul Ilott, managing director of Scopic Research, summarises the findings for this […]
How to consider volatility parameters in multi asset funds
In the second of a new series on embedded biases in multi-asset funds, we take a closer look at why it is important for advisers to consider different volatility parameters. Click here to read more.
We’ve added Style Filters to help when blending Multi Asset Funds – Professional Paraplanner Magazine
We’re always looking to enhance the way that financial intermediaries can use our research, and this is just the next update in a series we have planned… Click here to read more.
Why advisers need to know about embedded biases in multi-asset funds – Investment Week
This is the first in a new series of articles covering the practical implications of embedded biases within multi-asset funds. Click here to read more.