Hensoldt Has Rebounded. Is the Defense Stock Still a Buy? Demand for radar and air defense supports Hensoldt’s growth outlook, analysts say. Antje Schiffler
Berkshire Hathaway: Abel Pushes Into New Territory With Bending Spoons Investment Greggory Warren, CFA
Do AI Labs Like Anthropic and OpenAI Have Economic Moats? Malik Ahmed Khan, CFA, Tucker Hawthorne, and Dhruv Kothari
UK Markets Brief: Has the ‘Moron Premium’ Disappeared From UK Bonds? Christian Mayes and Karen Gilchrist
Markets Brief: Is the US in an Earnings Bubble, and Should UK Investors Stay Local? Ollie Smith, Tom Lauricella, and Colin Laidley
Tesla: Roadster Shows Unique Technology That Will Make a Strong Halo Car A high-end sports car that can temporarily fly does a great job highlighting Tesla as a unique luxury car company. Seth Goldstein, CFA
Berkshire Hathaway: Abel Pushes Into New Territory With Bending Spoons Investment Greggory Warren, CFA
An Evenlode Income Fund Built for Long-Term Dividend Growth Despite three years of underperformance, we retain our Silver rating and conviction in the fund’s disciplined investment approach. Daniel Haydon
Will the ECB Raise Interest Rates Again? What to Expect in 2026 and 2027 Economists expect another interest rate increase in December, but rising eurozone bond yields and energy-driven inflation complicate the outlook for 2027. Antje Schiffler
Do AI Labs Like Anthropic and OpenAI Have Economic Moats? Leading AI labs are building economic moats to stave off commodification threats. Malik Ahmed Khan, CFA, Tucker Hawthorne, and Dhruv Kothari
Q4 2026 US Stock Market Outlook: Individual Stock Selection Looks Increasingly Important David Sekera, CFA
Watch Schneider Electric Shares Slumped After the $22.6 Billion PTC Deal. Is the Stock a Buy Now? Karen Gilchrist
Berkshire Hathaway: Abel Pushes Into New Territory With Bending Spoons Investment Greggory Warren, CFA
UK Markets Brief: Has the ‘Moron Premium’ Disappeared From UK Bonds? Christian Mayes and Karen Gilchrist
Do AI Labs Like Anthropic and OpenAI Have Economic Moats? Malik Ahmed Khan, CFA, Tucker Hawthorne, and Dhruv Kothari
Trustworthy AI: How Investors Should Assess Key Risks Around the Anthropic and OpenAI IPOs Kilian Theil