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Free or Paid

Free or Paid

Free

Paid

KEDM Lite Vol. 21-2

KEDM Lite Vol. 21

paid

July 07, 2026, Vol. 21

This week’s additions and highlights 1. SPIN-OFFS Midera Food Processing (MFP US). Flagging the upcoming spin-off of Middleby’s Food Processing...

Front-Vol-281

Keep on spinning

paid

July 05, 2026, Vol. 281

Spin-offs We’re taking a short break from our thematic review series because spin-off season is upon us. In just the...

KEDM Lite Vol. 20-2

KEDM Lite Vol. 20

paid

June 30, 2026, Vol. 20

This week’s additions and highlights 1. SPIN-OFFS Mobility Global (MBGL-W US). Mobility Global began trading when‑issued, and we’re keeping an...

Front-Vol-280

Mid-Year thematic review (part deux)

paid

June 28, 2026, Vol. 280

Our midyear thematic review – continued After almost 4 months of closure, traffic through the Strait of Hormuz appears to...

KEDM Lite Vol. 19-2

KEDM Lite Vol. 19

paid

June 23, 2026, Vol. 19

This week’s additions and highlights 1. SPIN-OFFS Middleby (MIDD US). Middleby has set June 26 as the record date for...

Front-Vol-279

The Russell purge

paid

June 21, 2026, Vol. 279

Russell rebalance Before we dive into our thematic updates, we’d be remiss if we didn’t touch on the Russell rebalance...

KEDM Lite Vol. 18-2

KEDM Lite Vol. 18

paid

June 16, 2026, Vol. 18

This week’s additions and highlights 1. SPIN-OFFS Adaptive Biotechnologies (ADPT US). Adaptive will separate its MRD and Immune Medicine businesses,...

Front-Vol-278

Mid-Year Thematic Review

paid

June 14, 2026, Vol. 278

Mid-Year Thematic Review As we approach the middle of the year, it feels like a good moment to revisit some...

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Themes

KEDM Lite Vol. 21-2

KEDM Lite Vol. 21

paid

July 07, 2026, Vol. 21

This week’s additions and highlights 1. SPIN-OFFS Midera Food Processing (MFP US). Flagging the upcoming spin-off of Middleby’s Food Processing...

Front-Vol-281

Keep on spinning

paid

July 05, 2026, Vol. 281

Spin-offs We’re taking a short break from our thematic review series because spin-off season is upon us. In just the...

KEDM Lite Vol. 20-2

KEDM Lite Vol. 20

paid

June 30, 2026, Vol. 20

This week’s additions and highlights 1. SPIN-OFFS Mobility Global (MBGL-W US). Mobility Global began trading when‑issued, and we’re keeping an...

Front-Vol-280

Mid-Year thematic review (part deux)

paid

June 28, 2026, Vol. 280

Our midyear thematic review – continued After almost 4 months of closure, traffic through the Strait of Hormuz appears to...

KEDM Lite Vol. 19-2

KEDM Lite Vol. 19

paid

June 23, 2026, Vol. 19

This week’s additions and highlights 1. SPIN-OFFS Middleby (MIDD US). Middleby has set June 26 as the record date for...

Front-Vol-279

The Russell purge

paid

June 21, 2026, Vol. 279

Russell rebalance Before we dive into our thematic updates, we’d be remiss if we didn’t touch on the Russell rebalance...

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