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The Essential

Wirecard’s Most Noted Short Seller Bets Big on Technological Disruption

Pertento’s Eduardo Marques has turned bearish on value and says short sellers “are missing the plot.”

Allocator Rising Stars Are Carving Out Their Own Paths in an Uncertain Moment

The 2026 class is coming up as traditional road maps show cracks — requiring judgment, discipline, and innovative approaches to portfolio construction.

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The Rise of the Everyday Commodity Hedge in a Volatile Era

Why Biotech Struggles to Finish What It Starts

As more drugs stall between early data and approval, Geoffrey Meyerson’s Banyan BioInnovations is testing a new investment approach for biotech’s most expensive and underfunded phase.

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SPONSORED BY CME GROUP

What Drives the U.S.-Brazil Soybean Price Spread?

Brazil's soybean exports could almost match total U.S. production this year. How could this dynamic impact global soybean price risk?

Why Geopolitical Risk is Fueling the Dollar’s Surge

As traditional safe havens defy historical patterns, the U.S. dollar has emerged as the dominant refuge. CME Group Chief Economist Erik Norland explains.

Dollar Reasserts Itself as Global Tensions Shift Currency Markets

After a year of selling pressure, the dollar recently reversed course. Is this a short-term bounce or the beginning of a sustained reversal?

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