Paul Ilott News Today

Orbis OEIC Global Cautious fund and the Schroder Global Multi Asset Portfolio

Professional Adviser has once again joined with Scopic Research to share the results of its work on monitoring the sentiment of multi-asset teams towards different growth, defensive, and diversifying assets. Here, managing direcor Paul Ilott summarises the findings for Q1 2024.

Scopic Research has added five BNY Mellon and four Downing Fox funds to its Multi Asset DNA research service for intermediaries.

Scopic Research monitors the sentiment of multi-asset teams towards different growth, defensive, and diversifying assets on a quarterly basis. The sentiments are based on a 12-month view. Investment Week has joined with Scopic to share the results on a quarterly basis. Here, Paul Ilott, managing director of Scopic Research, summarises the findings for Q4.

If you are an adviser or paraplanner who recommends multi-asset funds, then you need to know about embedded biases.

If you’re an adviser or paraplanner who recommends multi-asset funds, then you need to know about embedded biases in multi-asset funds.

Scopic Research has launched three twists on multi-asset investment research, free for intermediaries to use.

Multiple issues for multi-asset investors How should advisers navigate the sector when there are so many views on how to get it right? By Cherry Reynard Multi-asset investment has become a mainstay for many advisers, but separating the amateurs from the professionals isn’t always easy. There is a proliferation of offerings, launched by fund groups, discretionary managers and even adviser firms themselves. Recent strong markets have flattered even the most inexperienced multi-ass...