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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 - very…
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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 an…
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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…
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Sentiment Heatmap
16 September 2025
Top 3 This Week
1. Heatmap drifts more bullish again—most bullish since December
2. Health Care…
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Sentiment Ideas #4
11 September 2025
As summer is fading, markets have remained remarkably resilient. Although our sentiment indicators continue to broadly drift…
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Sentiment Heatmap
8 September 2025
Top 3 This Week
1. Heatmap continues to drift more bullish—most bullish since December
2. Canadian…
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Sentiment Heatmap
1 September 2025
Summer holidays are behind us, schools are restarting, and markets are still doing what they’ve been…