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By subscribing, you receive analysis on global equity markets, industries, companies and stock picks every Monday morning. 

The Jenga team focuses on providing real fundamental analysis and global equity market commentary. 

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Image by Pat Kwon

The sports apparel boom 

9th May 2021

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Investing in the creator economy

29th March 2021

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Cyclical Investing: Restaurants 

8th March 2021


Growth in no-growth industries​

19th April 2021

Image by Markus Winkler

Opportunities in smaller caps 

22nd March 2021

Mexican Pesos

Inflation and our optimistic Etsy view 

1st March 2021

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Investing in the gig economy

12th April 2021

Image by Jannis Lucas

Cyclical Luxury goods: Moncler S.p.A. 

15th March 2021

Economy News

Market Bubbles, compounders and video games. 

22nd February 2021