Investment research. Global perspective. Proprietary technology.
We combine institutional investment research with our own technology to identify potential opportunities across financial markets.
Transact – BlackRock MPS
Institutional insight. Our own judgement.
BlackRock manages the Transact – BlackRock model portfolios and provides regular investment outlooks, market commentary and portfolio insights that inform our understanding of financial markets.
- Investment outlooks and quarterly videos
- Portfolio intelligence and rebalance commentary
- Monthly investment research and market insights
- Access to investment specialists through Transact
Nautilus. Proprietary pattern recognition.
Nautilus is Synergy Markets’ proprietary harmonic pattern-recognition algorithm, developed to identify and analyse geometric formations in financial market prices.
Illustrated: Legal & General (LGEN.L), Gartley formation completed 8 October 2026. A historical reconstruction: Nautilus re-ran its pattern rules on stored prices on 19 October 2026; the formation was not identified at the time. “Authenticated” means the formation was reproduced exactly from those prices, not that it was a valid opportunity. The direction label and internal references are withheld. This shows what Nautilus detects, not whether it works: whether its formations help predict prices is unproven.
Prepared by Synergy Markets Limited from Nautilus’s records; first published 3 November 2026. At the date of publication, neither the firm nor its director held Legal & General shares.
Trade Now — Synergy Intelligence
Research that remembers.
Our own opportunity screening.
Trade Now is Synergy Markets’ proprietary system for identifying potential opportunities. Synergy Intelligence maintains the dated research record, including how assessments change over time. Its latest assessments are from 9 October 2026.
Synergy Intelligence
The record · PSON.L · historical
Historical record · 28 September 2026
Decision sheet · 28 September 2026Pearson
Ready now
6 of 6 conditions satisfied
Pearson met all six conditions for a Ready now assessment.
What is attractive
- A Valuation & Financial Strength Score of 80, above the 55 a constructive assessment requires.
- Synergy’s valuation test clears.
- The shares sit above both the 50-day and the 200-day averages.
- Trend evidence at 72, above the 45 Ready now requires.
- Entry timing at 70 is close to the 50-day average.
Trade Now’s recorded reason
“Near EMA50, strong quality/value, trend supportive”
(‘quality’ is the system’s name for its Valuation & Financial Strength Score)
Score
77.9
needs 70
Valuation & strength
80
needs 55
Trend
72
needs 45
Timing
70
needs 45
It combines measures of valuation, such as cash-flow and earnings yields, with measures of financial strength, such as debt and dividend cover. It does not measure profit margins, returns on capital or growth.
What moved it into Ready now
1 condition changed
Pearson moved from Watch, in the assessment recorded on 25 September, to Ready now, in the assessment recorded on 28 September. The decisive change was the share price crossing above its 50-day average. The two assessments used prices of different dates: the Watch assessment, prices from no later than 23 September; the Ready now assessment, prices up to 25 September. The earlier price cannot be matched to an official close, so no prices are shown.
Above the 50-day average: No → Yes · Trend 50 → 72 · Timing 90 → 70
The six conditions for Ready now
6 of 6 satisfied
Overall score
77.9 · needs 70 or more
Satisfied
Valuation & Financial Strength Score
80 · needs 55 or more
Satisfied
Trend
72 · needs 45 or more
Satisfied
Timing
70 · needs 45 or more
Satisfied
Above the 50-day average
Yes · needs above it
Newly satisfied
Above the 200-day average
Yes · needs above it
Satisfied
About this example
We chose this example to show how an assessment is recorded. It is one of the 16 Ready now entries Trade Now recorded between 17 September and 19 October 2026. We knew, when we chose it, that Pearson’s shares rose afterwards. Between 17 September and 19 October 2026, shares assessed Ready now were about as likely to fall as to rise over the following week. This is a historical assessment from 28 September 2026, not a current view.
This is a marketing communication. It has not been prepared in accordance with legal requirements designed to promote the independence of investment research, and it is not subject to any prohibition on dealing ahead of its dissemination.
Prepared by Stephen Meli, Director, Synergy Markets Limited (FCA FRN 623190), from Trade Now’s records of 25 and 28 September 2026; first published 3 November 2026. There is no price target. At publication, the latest official closing price was 1,293.50p (2 November 2026). At the date of publication, neither Stephen Meli nor Synergy Markets held shares in Pearson. Synergy Markets has published no other assessment of Pearson in the past 12 months. The firm’s only other published research view in that period was a dated assessment of Kingfisher (KGF.L), made on 8 September 2026 and prepared by Stephen Meli, investment adviser. It was published on 9 October 2026 on an earlier version of this website, when the market price was 318.00p (the official closing price that day). It had no price target and has not been updated. It was published without a direction: the classification the firm recorded with the assessment was not published.
Investments can fall as well as rise.
The research on this page is our own, done for our own use. It is not personal advice. We give personal advice only through our regulated advisory service.
Trade Now, Synergy Intelligence and Nautilus assess companies from financial and market data. What they find is not a forecast or a recommendation; personal recommendations come only from an adviser. BlackRock does not provide Synergy with individual-stock recommendations. You do not contract with BlackRock directly, and BlackRock does not provide advice to you. BlackRock and Managed Portfolio important information →