In a quarter dominated by megacap tech and AI-driven rallies, a quieter revolution took place: savvy fund managers who scoured the market for undervalued stocks outperformed their benchmarks by a wide margin. Despite the Russell 1000 Value Index trailing the S&P 500’s blistering ascent, 63% of active value managers beat their benchmarks in Q2, the strongest showing since early 2020.  As sectors like industrials and financials roared back to life, investors betting on beaten-down names found fertile ground. Kevin Rask, a strategist at Maverix-Global, dissects how and why value stocks rebounded so sharply, and what this means for the rest...

Introduction The New York City mayoral race is entering uncharted territory as political and financial powerbrokers realign their support after a dramatic primary upset.  With major donors switching sides and new alliances forming, the city’s future leadership and approach to public safety, affordability, and the economy hang in the balance. Josh T. Green, a leading strategist at Maverix-Global, unpacks how donor moves, campaign cash, and political strategy are shaping this pivotal race. From Primary Shock to Donor Shuffle A recent landslide in the Democratic primary saw the former governor lose to a progressive challenger by a staggering 12-point margin. As...

Introduction After a brief storm in the UK financial markets, stability is returning, thanks in part to strong reassurances from the nation’s top political leaders. Concerns about government spending, fiscal discipline, and high-profile personnel changes recently sent UK bond yields soaring and rattled the pound.  Now, with a renewed commitment to fiscal rules, investors are asking: Is the worst behind us, or is more turbulence on the way? Joseph Zainberg, a market strategist from Maverix-Global, unpacks the week’s events and looks ahead to what could shake markets next. image from arbuthnotlatham.co.uk Starmer and Reeves Steady the Ship UK financial assets...

Introduction In a market filled with uncertainty, investors often overlook opportunities in sectors weighed down by volatility or recent setbacks. Mid-cap biotech firms, in particular, may look risky at first glance, but for those willing to dig deeper, some names present a strong recovery case.  Today, we examine two companies, one leading the way in gene-editing therapies, the other shaking up obesity drug development, that could offer outsized gains. Jane Davis, an analyst at Maverix-Global, will explore why patience and perspective matter when evaluating these beaten-down prospects. CRISPR Therapeutics: A Gene-Editing Pioneer Awaits Its Next Act CRISPR Therapeutics made history...

After months of relative calm, investors face a gauntlet of political deadlines and data releases that could jolt everything from Treasuries and the U.S. dollar to gold, corporate credit, and European bonds. From a looming U.S.–EU tariff decision to a contentious French budget vote, and another potential showdown in U.S.–China trade talks, risk premiums look thin compared with the hazards ahead.  Anna Tutova, chief market strategist at Maverix-Global, will unpack the hidden fault lines, outline where surprises may hit first, and explain which assets could swing most dramatically. Tariff Tremors on July 9 Risk desks are laser-focused on next week’s...