Services
Our services are tailored to cover all of your needs around Sentiment & Positioning. We offer these services in different packages to meet different investors' requirements.
Sentiment Ideas
- Core report featuring the latest on sentiment & positioning across markets
- Highlights changes and extremes in sentiment & positioning across the range of indicators we track. Commentary on what has caught our eye in the world of sentiment and markets. Potential trade ideas and catalysts.
Heatmaps & Trigger Levels
- Visualisation of where sentiment & positioning are approaching extremes.
- Available for all major asset classes. Includes trigger levels that have historically been followed by above/below average returns with high hit ratios.
Buy-Side Sentiment Tracker
- Aggregated views from Asset Managers across asset classes
- Monthly update and analysis of the latest granular views from >35 of the world's largest asset managers on consensus positioning across >70 assets, with >850 individual views.
Indicator Intelligence
- Not all indicators are created equal
- Analysis of sentiment indicators, scoring them on quality, history, transparency and frequency.
Sentiment Thinking
- Ad hoc thought pieces
- Thought leadership papers on Sentiment & Positioning. E.g. how to use Sentiment in the investment process, showcasing academic research on Sentiment
Chart Pack
- Slide pack of all key sentiment indicator charts
- Monthly overview of all key sentiment charts. Available via email or direct access to charts in Macrobond.
Sentiment Calendar
- Overview of which Sentiment indicators are due to be released
- Stay up to date on what Sentiment news flow is coming up in the weeks ahead.