Briefings

Briefings on institutional versus retail sentiment

Prepared comparisons of how large accounts and retail participants are positioned — delivered as spoken sessions or written notes.

We work with wealth advisers, family-office principals, and private investors who need a clear read on sentiment divergence before they change exposure. Every briefing names the market, the sources we will weigh, and what we will not cover.

Event-Week Positioning Note

Event-Week Positioning Note

A written note delivered before a named UK event week, mapping how institutional and retail sentiment typically set up into that catalyst.

Delivered within 3 working days · From £420 per note

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Quarterly Sentiment Review

Quarterly Sentiment Review

A structured quarterly review of how institutional and retail sentiment shifted across the markets you follow, for advisers updating client narratives.

120 minutes plus pack · From £1,450 per quarter

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