Market Open, Reda and Russell

All Talk: The China-US Summit And The Investing Week Ahead

Six Lessons From Two Years In The Finimize Portfolio

Outthink The Market.

Understand what's happening in markets – and know what to do next

Bonds Are Back – And Here’s How To Make Them Work For You

This Little-Known Theory Will Turn Your Inflation World Upside-Down

Crypto Is Back In The $3 Trillion Club

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Trusted by executives, investors, and decision-makers worldwide

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China’s Jinzhao Plans A $405 Million Port In Peru

City Therapeutics Joins Biotech’s Fall IPO Lineup

Anthropic’s $11.6 Billion Akamai Deal Puts AI Infrastructure First

Costco’s Low-Price Playbook Kept Shoppers Coming Back

A Stronger Dollar Left Latin America With Few Hiding Places

What's Going On - And Why You Should Care.

News

Meta’s Turning On The Charm With A New Dedicated AI Device

Meta’s Turning On The Charm With A New Dedicated AI Device

The social media giant’s surprise device – a cute, pocketable AI assistant – will be a test of what form factor people want their physical AI buddies to take.

Theodora Lee Joseph, CFA

ai

•

meta

News

Government Bonds Are Showing No Sign Of Yielding Yet

Government Bonds Are Showing No Sign Of Yielding Yet

Inflation fears and government borrowing costs are rising the world over – and the debt pile is only growing…

Charlie Pullan, CFA

energy

•

government bonds

Insight

Big Pharma’s About To Go On A Biotech Shopping Spree

Big Pharma’s About To Go On A Biotech Shopping Spree

Major drug companies are facing the patent cliff – when protections on their bestsellers expire, leaving them open to competition from generics – so they’re in the market for some drugs.

Oonagh Scullion, CFA

biotech

•

m&a

TRENDING

Market Open: Why Bonds Suddenly Look More Attractive

Theodora Lee Joseph, CFA

All Talk: The China-US Summit And The Investing Week Ahead

Six Lessons From Two Years In The Finimize Portfolio

Reda Farran, CFA

Bonds Are Back – And Here’s How To Make Them Work For You

Stéphane Renevier, CFA

This Little-Known Theory Will Turn Your Inflation World Upside-Down

Today's issue is curated by Reda Farran, CFA and Linda Rodriguez McRobbie.

MASTER THE MARKETS

Research reports from our analyst desk.

Bonds Are Back – And Here’s How To Make Them Work For You

SharkNinja Might Have More Bite Than You Think

Should You Invest In Anthropic’s IPO – Or Is A $2 Trillion Valuation Artificially High?

How Our Research Picks Have Held Up: September 2026

China Can’t Outspend America On AI – And These Stocks Don’t Need It To

To Get Better At Investing, Start By Getting Better At Being Wrong

With These Hotel Stocks, The Key Is Knowing When To Check In

How Our Research Picks Have Held Up: August 2026

The Smartest AI Model Might Not Be The Smartest Investment, Actually

How To Hedge A Market That’s Running On AI And Adrenaline

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