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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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Heatmap Update
28 October 2025
This week’s update comes to you from a Center Parcs in the Netherlands, the land of…
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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…
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Heatmap Update
20 October 2025
A few updates this week: we’ve added quality scores and historical buy/sell thresholds for the…
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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…
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Heatmap Update
14 October 2025
Top 3 This Week
1. Still Bullish despite Friday’s dip
2. Tech dominates sector sentiment -…
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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…
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Sentiment Ideas
9 October 2025
Bottom lines
1. Gold Sentiment - Very Bullish, But Not Extreme
2. Geopolitical Risk Index (GPR) is…
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Heatmap Update
6 October 2025
New this week: we’ve added some more indicators across assets and have harmonised the calculations of…
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Sentiment Heatmap
29 September 2025
Top 3 This Week
1. Bullish, but stable— sentiment is the most positive since December
2. Tech…
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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…
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Sentiment Heatmap
22 September 2025
This week’s Heatmap Update is bigger than ever. We have added heatmaps for Equity Regions and…