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. PA has joined with Scopic to share the results on a quarterly basis. Here, Paul Ilott, managing director of Scopic Research, summarises the findings in Q3 2024.
This quarter's indicator shows that risk assets are moving back into fashion, with six out of eleven of the growth assets in our indicator scoring positive sentiments. Contrast this with the start of the year when this number was just two. Japanese equities continue to be multi-asset managers' most favoured asset class by some margin – although a very small number have moved their sentiment level back down to neutral. In the previous quarter's indicator we began to see signs that multi-asset managers were looking more closely at smaller and medium-sized companies. For some, this was...
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