Markets are quietly rotating beneath the surface and buy-and-hold strategies face hidden risks as leadership shifts across currencies, interest rates, and sectors. A stronger Japanese yen, a weaker US dollar, and rising long-term Treasury yields are driving valuation adjustments that can affect everything from bond proxies to global cyclicals. We invite advisors and portfolio managers to connect with SIA’s Point and Figure Experts to discuss these observations and see how our software can help identify leadership changes and guide disciplined, data-driven portfolio decisions.