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…
Sentiment Heatmap
22 September 2025
This week’s Heatmap Update is bigger than ever. We have added heatmaps for Equity Regions and…
Sentiment Heatmap
16 September 2025
Top 3 This Week
1. Heatmap drifts more bullish again—most bullish since December
2. Health Care…
Sentiment Ideas #4
11 September 2025
As summer is fading, markets have remained remarkably resilient. Although our sentiment indicators continue to broadly drift…
Sentiment Heatmap
8 September 2025
Top 3 This Week
1. Heatmap continues to drift more bullish—most bullish since December
2. Canadian…
Sentiment Heatmap
1 September 2025
Summer holidays are behind us, schools are restarting, and markets are still doing what they’ve been…
Sentiment Heatmap
26 August 2025
Sentiment Overview
* It’s getting bullish out there.
* Our Risk-On/Risk-Off Heatmap sits at the…
Sentiment Heatmap
19 August 2025
This week’s update comes to you from the side of a pool in Crete—sun, sea,…
Heatmap Update
12 August 2025
This week’s Heatmaps include new historical buy/sell thresholds for several equity sectors. We’ve also…
Buy-Side Sentiment Tracker - August 2025
The latest views from 41 top asset managers, offering insights into consensus positioning across 70 assets, with over 1100 individual…
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