Scopic Research regularly monitors multi-asset teams' sentiments towards prospects for different growth, defensive, and diversifying-type assets on a 12-month view. Investment Week has joined with Scopic to share the results in a new quarterly article. Here, Paul Ilott, managing director of Scopic Research, summarises the findings for Q3.
We monitor the sentiment of multi-asset teams towards different growth, defensive, and diversifying assets and we publish our findings here and on our own website on a quarterly basis. Multi-asset managers have been cautious for some time and although recessions in the UK and the US have been avoided so far, the fear is that recessions have merely been deferred. Complacency in markets is something we've heard about a lot recently. Most multi-asset managers we meet are relatively defensively positioned - with some counterbalancing their equity risk by holding longer duration (more inte...
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