United Kingdom: Record Overweights in Run Up to Election
Global equity fund managers are heading into the UK election with a significant overweight position compared to the SPDRs MSCI ACWI ETF benchmark.
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Brain Science - An Opportunity or a Trap?
We identify four key areas of investment opportunities in brain science, including neurotherapeutics, neurodiagnostics, neurosurgery, and brain...
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QuantumPharm IPO Trading - Lukewarm Insti Demand Combined with a Tight Float at Listing
QuantumPharm (QUP HK) raised US$126m from its Hong Kong IPO. We have covered various aspects of the deal in our previous note. In this note, we...
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Tempus AI IPO: AI in Diagnostics at Scale, Investor Sentiment Appears Positive
Healthcare IT company Tempus AI is expected to IPO next week, making it one of several high-profile AI unicorns scheduled to go public this year.
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QuantumPharm IPO - Most of the Potential Has Already Been Baked In
QuantumPharm (QUP HK) is looking to raise US$144m from its Hong Kong IPO. In this note, we share our thoughts on valuations.
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