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Sentiment Ideas: Commodities & Gold
Commodities have had a great run. At least some commodities have. It’s a bifurcated story.
Gold (and silver) and…
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Heatmap Update
Another weekend spent poolside at the County Swimming Championships — cheering, watching tight races decided by hundredths, and being reminded how…
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Sentiment Ideas: Tech Vulnerabilities
Long Tech has been the trade of the past few years. It’s almost difficult to imagine a world where…
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Heatmap Update
I spent the weekend at the Hertfordshire County swimming championships, watching my daughter race — and it was the perfect contrast…
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Buy Side Sentiment Tracker
Views from 44 top asset managers across 70 assets, based on 1,200+ individual views - January 2026
Top 4…
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Heatmap Update
It’s been properly cold in the UK lately — the kind of weather that keeps you at home, kettle on,…
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Sentiment Ideas: Kiwi Dollar
The Kiwi has had a wild 2025. Lots of volatility, and yet it still ends up as one of the…
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Heatmap Update
Happy New Year and welcome to the first full Heatmap Update of the 2026.
From a markets perspective, the Christmas…
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Heatmap Update
This is the final full Heatmap update of the year. From here, I’ll continue to publish updated Heatmaps, but…
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Buy Side Sentiment Tracker
Views from 44 top asset managers across 70 assets, based on 1,200+ individual views
Chart Pack with all 100…
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Sentiment Ideas
Christmas markets are open, Outlook Season is in full swing and investors are busy implementing their 2026 views before liquidity…
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Heatmap Update
The Christmas lights are switching on, the markets smell of mulled wine, and we’ve added a few gifts of…