Weekly market update commentary for October 25th, 2024

A debt instrument pitch on Egypt's USD denominated high yield bonds. Our team explores the merits and risk of junk bond investing.

Our team explores the Japanese firms offer to buy what was once the worlds most valuable company. 

TD doubles down on its U.S. footprint with its acquisition of Cowen Inc.. Dive into the risks and merits of the deal, and why TD is pursuing inorganic growth.

A pitch from our summer training program, our newest members conduct an analysis of  WCN to establish a recommendation for the waste management firm.

Part one of a comprehensive analysis on Teucrium Agriculture, a commodity ETF provider. Dive deep into Sugar and Wheat, with supply & demands models, and more.

M&A deal volume has slowed in the wake of the pandemic. Here we analyze the factors driving this slowdown, and what a recovery in capital markets activity might look like.

An analysis of the Russia x Ukraine conflict and the impact on global commodity prices.

Inflation has been the most topical economic factor for the last year. Here we analyze the drivers of inflation, and what it will take to return inflation to the 2% target.

A comprehensive stock analysis on GPK, an industry leader in the packaging landscape. Here we dive into valuation to establish a buy reccomendation.

Weekly market update commentary for October 4th, 2024

Our team explores the Japanese firms offer to buy what was once the worlds most valuable company. 

It has been one year since Russia launched its assault on Ukraine. Here we analyze the global implications of this war on economies, trade, and financial markets.

A pitch from our summer training program, our newest members conduct an analysis of SCI to establish a buy rating for the death care services provider.

Part two of a comprehensive analysis on Teucrium Agriculture, a commodity ETF provider. Dive deep into Corn and Soy, with supply & demands models, and more.

Global energy prices have been demonstrated unprescedented volatility in the wake of COVID-19. Here we analyze the drivers of energy prices, and establish our outlook.

A look into what crypto-assets are, and how they fall into the complex investment landscape of liquid alternatives.

How have yields changed in the most recent rate hiking environment? What is the impact of this for the broader economy? All these questions are answered in this bond market update.

Why Kinross gold is a sell, even in a risk off environment. Detailed financial models, macro drivers, and firm specific risks are all detailed in this presentation.