Review
Macro Sentiment Briefing
A time-boxed briefing on prevailing macro narratives and how they are showing up in cross-asset sentiment gauges.
When it fits
Use a Macro Sentiment Briefing ahead of an allocation meeting when you need a clear reading of the stories markets are telling — growth, inflation, policy, risk appetite — and how those stories lean across asset classes.
Deliverable
A briefing pack (slides optional) and a 60-minute discussion. This is not a full holdings-mapped review; for that, commission the Cross-Asset Sentiment Review.