Janus Henderson Global Sustainable Equity (ADR) Managed Account portfolio's underweight positions in consumer staples, healthcare, and real estate were beneficial on a relative basis. At the stock level, the largest relative contributors included cables company Prysmian, electrical components manufacturer TE Connectivity, and TSMC. The biggest relative detractors included audio-streaming service Spotify, insurance company Intact Financial, and building products company Saint-Gobain.
Global X Silver Miners ETF (SIL) offers leveraged exposure to silver's cyclical upswings, benefiting from operational leverage as metal prices surge. SIL's concentrated portfolio—top ten holdings at 75%—amplifies both upside and downside, with recent 6-month gains exceeding 70%. Fundamentals are improving: ETF constituents show ~12% ROE, falling P/E ratios, and average capitalization near $19B, supporting the rally's sustainability.
Global Indemnity is an overlooked, profitable, small-cap insurer. A successful reorganization is coming to an end as legacy policies run off. Growth has returned in recent quarters, as core business expansion exceeded legacy segment drag. At a Price-to-Book of less than 1x, it is deeply undervalued.
The Global X MSCI Argentina ETF ( NYSEARCA:ARGT ) has delivered a 233% gain over the past five years, riding optimism around President Javier Milei's radical economic reforms.
Global Payments Inc. (GPN) is deeply undervalued, trading at a 6.7 P/E versus its 20.1 historical average. The $24B Worldpay acquisition is set to expand GPN's global reach and deliver $600M in cost and $200M in revenue synergies. GPN's earnings are growing at a 13.7% annual rate, with analysts showing high predictive accuracy and upward revisions.
California-based Global IMC sold 253,168 shares of Sportradar Group in the third quarter. As of September 30, Global IMC reported holding 118,389 SRAD shares valued at $3.18 million.
Luxury demand may rebound in 2026 as China stabilizes and emerging markets return, lifting Kering, Richemont and Burberry after a flat 2025.
Abacus Global Management (NASDAQ:ABL) announced plans to transfer the listing of its Class A common stock to the New York Stock Exchange (NYSE) from the Nasdaq Stock Market. The company said it expects to begin trading as a NYSE-listed company on or about December 30, 2025, under the new ticker symbol “ABX.
GSL gains momentum as liquidity improves, fleet expansion advances and shares beat peers, signaling stronger prospects for the containership lessor.
LUV teams up with Turkish Airlines to offer one-ticket transatlantic travel in 2026, expanding global reach through partnerships without flying long-haul routes.
M2i Global Inc (OTC:MTWO), a company focused on developing complete global supply chains for critical minerals, has welcomed the US Department of State's announcement on the formation of Pax Silica, a strategic initiative aimed at securing and modernizing the global silicon supply chain. The initiative, unveiled last week, seeks to establish a resilient and innovation-driven ecosystem spanning critical minerals, energy inputs, advanced manufacturing, semiconductors, AI infrastructure, and logistics.
BSX expands globally with R&D, AI-driven manufacturing and Emerging Markets, aiming for $1B+ revenues in China in 2025.