Orbis and Schroder funds added to Scopic Multi Asset Research Service
Orbis OEIC Global Cautious fund and the Schroder Global Multi Asset Portfolio
Source: portfolio-adviser.com
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Multi-asset sentiment indicator: Positive view on UK equities
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.
Source: professionaladviser.com
Scopic Research adds BNY Mellon and Downing Fox funds to Multi Asset DNA research service
Scopic Research has added five BNY Mellon and four Downing Fox funds to its Multi Asset DNA research service for intermediaries.
Source: investmentweek.co.uk
Multi-asset teams sentiment indicator: Japanese equities most favoured in Q4
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.
Source: investmentweek.co.uk
Volatility parameters: What you should know
If you are an adviser or paraplanner who recommends multi-asset funds, then you need to know about embedded biases.
Source: investmentweek.co.uk