Discovery of trending themes

• Problem Solved: Difficult to identify trends in recent Research topics.
• Client Benefits: Limeglass heatmaps provide an easy visual representation of key topics and can be used as a filtering mechanism to identify research documents on those topics.
• Post-Publication: Once your research has been published, Limeglass can process your documents and calculate coverage metrics for all the topics you have written about.
• Paragraph Level Tags: Tagging your documents at paragraph-level allows Limeglass to expose themes that might be mentioned incidentally across multiple documents.

Heatmaps show you and your clients the most important themes currently affecting the investment landscape.

Themes evolve rapidly – you need a tool to keep up!

It can be hard for Research Managers to coordinate the thematic display of information disseminated to clients. When Central Bank action or a major geopolitical event takes over the narrative, it often affects all asset classes and regions (in one way or another). Research Managers would always like to respond to these events with timely, perfectly coherent strategies for their clients, with bundles of relevant research ready for them to consume.

The manual approach to thematic compilation is unsustainable…

In reality, this only happens in very special circumstances when Herculean levels of manual effort are thrown at the problem. Generally, things move too quickly and dissonance across asset classes, regions, and sectors is too great to coordinate this proactively.

…but the client thirst for thematic compilation is unquenchable.

According to Bloomberg, Thematic ETF assets could be larger than GICS sector ETF assets by 2026. Themes matter. Especially when they surprise the market and everyone needs as much information as they can consume as quickly as possible.

Clearly, the manual approach will be unable to achieve this, but, if your research is being tagged at paragraph-level by a system that can identify over 150,000 unique topics, you might not need to do this manually.

A picture tells a thousand themes.

The Limeglass Heatmap is a visually appealing tool which shows how much any single topic is being written about in your research. If everyone in a research department (from the Chief Economist to the Junior Equity Analyst covering small-cap consumer stocks) starts writing about Chinese Inventories, this will show up as a large, dedicated polygon in the Limeglass Heatmap. If prepared this way, clients can then click on that polygon to read through all the relevant research.

Alternatively, another way at looking at what is trending is to surface unusually hot themes. Central Banks and Chinese Inventories might be generally well-covered topics, and perhaps some clients would want to see what topics are ‘spiking’ above their usual coverage levels.

A specific country’s economic recovery, for example, is (hopefully) unlikely to be a long-run recurring theme, and even in a time of heightened relevance, its coverage may get dwarfed by long-run themes such as the Fed. But using an ‘Emerging Trends’ heatmap will adjust for a baseline of recurrence, and will reveal spikes in ‘Sri Lanka Economic Recovery’. Again, this will show clients all research mentioning this topic across all asset classes and regions.