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When leadership rotates, portfolios need a clearer map

We prepare sector rotation and market breadth briefings for investors and family offices who want to see which industries are gaining participation — and which are quietly losing it.

Request a briefing

What we actually deliver

Each engagement produces a written rotation brief, a breadth scorecard for the markets you follow, and a working session to walk through what the signals imply for allocation weightings — not a software login or a generic outlook deck.

Relative strength across sectors and industries
Advance–decline and new-high / new-low context
Participation quality behind index moves
Practical allocation notes for the next review cycle

Consultations

Choose the depth that matches how you already review portfolios.

Sector Rotation Briefing

A full written brief on which sectors are gaining or losing relative strength, paired with a working session to translate the map into allocation questions for your book.

Market Breadth Assessment

A focused reading of advance–decline behaviour, new highs and lows, and participation quality behind recent index moves in the markets you name.

Portfolio Sector Review

We overlay your current sector weights against the rotation and breadth picture, then flag concentrations and gaps worth discussing at your next committee or family meeting.

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“Their breadth notes caught the thinning participation in our preferred export names two weeks before we would have noticed it on the index alone. The session itself was dense — bring your own holdings list.”
— Arun P., Bangkok private portfolio desk

Ready for a rotation brief on your universe?

Tell us which markets and sector set you follow. We reply within two business days with scope and timing.

Write to us