Reading a retail squeeze against quiet fund flows
How we separate a genuine institutional retreat from a pause when retail traders are already celebrating a breakout.
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Field notes
Observations on institutional versus retail sentiment drawn from briefing work across UK markets.
Sterling weeks when surveys and small-account flow disagree
Bank of England weeks often split fund manager surveys from the sterling crosses favoured by private traders.
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What belongs in a quarterly sentiment pack
A checklist we use when wealth teams ask for a quarter’s worth of institutional and retail positioning context.
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Three questions before commissioning a divergence briefing
Decide the market, the horizon, and the decision on the table before you book — it changes the quality of the preparation.
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