New Tool: Sentiment Dashboard
Today we’re introducing the latest addition to our sentiment analysis toolkit — the Sentiment Dashboard.
The Dashboard offers the fastest…
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The mood of the market, mapped and decoded
Heatmap Update
28 October 2025
This week’s update comes to you from a Center Parcs in the Netherlands, the land of…
Tech Sentiment at an Eight-Year High
Sentiment Ideas - 23 October 2025
Bottom lines
* Equities are back to the highs, but Sentiment isn’t.
* Tech is…
Heatmap Update
20 October 2025
A few updates this week: we’ve added quality scores and historical buy/sell thresholds for the…
The Cherry-Picking Trap in Sentiment Analysis
One of the most common behavioural pitfalls in investing is cherry-picking — focusing on the data that supports your existing view…
Heatmap Update
14 October 2025
Top 3 This Week
1. Still Bullish despite Friday’s dip
2. Tech dominates sector sentiment -…
Buy Side Sentiment Tracker - Bullish Tech & EM
The latest views from 42 top asset managers, offering insights into consensus positioning across 70 assets, with over 1200 individual…
Sentiment Ideas
9 October 2025
Bottom lines
1. Gold Sentiment - Very Bullish, But Not Extreme
2. Geopolitical Risk Index (GPR) is…
Heatmap Update
6 October 2025
New this week: we’ve added some more indicators across assets and have harmonised the calculations of…
Sentiment Heatmap
29 September 2025
Top 3 This Week
1. Bullish, but stable— sentiment is the most positive since December
2. Tech…
EM Equities - From Uninvestable to Unmissable
Most portfolio managers working today have never actually experienced an Emerging Markets bull market. The last one ended in October…
Sentiment Heatmap
22 September 2025
This week’s Heatmap Update is bigger than ever. We have added heatmaps for Equity Regions and…
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