Research engagement

Sector Rotation Brief

A concise briefing on where small-cap leadership is shifting across sectors and why.

Scope

A single-theme briefing focused on sector leadership among smaller listed names — for example industrials versus consumer discretionary, or AIM mining versus support services. Useful ahead of committee meetings or rebalancing windows.

Included

Leadership and laggard summary
Named examples from our coverage universe
Risks that would invalidate the rotation read

Excluded

Ongoing monitoring after delivery unless you convert to a Momentum Mapping Review.