Briefing
Quarterly Sentiment Review
A structured quarterly review of how institutional and retail sentiment shifted across the markets you follow, for advisers updating client narratives.
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Who uses this
Private wealth teams and family offices that speak to clients each quarter and want a sober account of where large accounts and retail traders parted company — and where they moved together.
What we cover
Across an agreed watchlist (typically four to six markets), we chart the quarter’s sentiment turns, highlight weeks when divergence was extreme, and note which of those episodes mattered for price. The written pack supports your own client letters; we do not write letters in your firm’s voice unless separately commissioned.
Cadence
Reviews run in the first two weeks after quarter-end. Retainer clients may lock dates in advance. Single-quarter commissions are welcome when diary space remains.