Every successful investment partnership is grounded in data and based on a mutual appreciation of risk. Copia’s highly successful and scientific investment methodology is guided by our specially developed, proprietary Risk Barometer.
This unique tool is available only to Copia’s clients. It takes the predictive output from our Quant model ensuring that all tactical asset allocation decisions are driven by a sound quantitative process, reducing manager risk and behavioural biases.
We use the Risk Barometer to help you manage investment uncertainty for your clients. Our Quant Model looks at economic indicators and current investment prices to predict the future economic outlook. The Risk Barometer adds an additional layer of protection for clients, tilting portfolios towards safer asset classes during periods of uncertainty to further reduce client exposure to riskier investments.
“The Risk Barometer remains in the amber zone, having slid from green at the end of 2024 due to equity market volatility. Lacklustre European performance, and high global-US return correlations have amplified risk, with US policy uncertainty—like tariff threats—adding pressure. However, the Barometer has recovered 33 points as European equities surged ahead of a faltering US market over the past month.
While European markets stumbled early in 2025, weighed down by sluggish growth and energy woes, they’ve since rallied — buoyed by defensive sectors and optimism over potential Ukraine peace talks —outperforming a US market that’s cooled after a strong 2024. This combined with tech stocks sagging under profit-taking and tariff jitters, leaves the Barometer stuck in amber amid a shifting global landscape.”
Notice:
The performance of each asset class is represented by certain Exchange Traded Funds available to UK investors and expressed in GBP terms selected by Copia Capital Management to represent that asset class, as reported at previous Thursday 4:30pm UK close. Reference to a particular asset class does not represent a recommendation to seek exposure to that asset class. This information is included for comparison purposes for the period stated, but is not an indicator of potential maximum loss for other periods or in the future.
This information is intended for professional financial advisers only. Copia does not provide financial advice. This information is not intended as financial advice and should not be interpreted as such. Model investment portfolios may not be suitable for everyone. The value of funds can increase and decrease, past performance and historical data cannot guarantee future success. Investors may get back less than they originally invested.
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