Sector Rotation Briefing
A prepared reading of which sectors are absorbing capital, which are yielding it, and how that map sits against your current weights.
Consultation detailsConsultations
Consultations
Human-prepared readings on sector rotation and market breadth — for investors who need clarity before they rebalance.
Each consultation ends with written notes you can take into a rebalance meeting. We work from your stated universe and constraints — not from a generic market letter.
Market Breadth Review
A focused check on advance-decline behaviour, participation, and whether recent moves rest on broad support or thin leadership.
Consultation details
Allocation Workshop
A half-day working session that walks your team through rotation and breadth evidence before you set next-quarter sector tilts.
Consultation details