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monthly market snapshot
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Monthly Market Review — September 2024

A monthly update on equity, fixed income, currency, and commodity markets.

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18 min
Whitepaper
2025-10-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Strong fundamentals, attractive valuations: Why the time may be right for active biotech investing

From solid fundamentals to supportive macro conditions, learn why our biotech experts believe the industry may be ready to run.

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8 min
Article
2025-10-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

US loses its AAA rating (again)

US Macro Strategist Michael Medeiros analyzes Fitch's recent downgrade of US credit quality and explores the bigger issues at play.

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Quick Take
2024-08-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

By design and by default: Industry consolidation gathers steam across India

Equity Portfolio Manager Murali Srikantaiai sees increased industry consolidation in India as a largely positive trend from which some equity investors can (and should) seek to benefit.

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Quick Take
2023-11-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.