A weekly newsletter analysing the global equity markets, industries, businesses and stock picks. 

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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. 

The Jenga review is for finance professionals.

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The food review: Cannabis 

14th June 2021

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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

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The food review: Breakfast 

7th June 2021

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Growth in no-growth industries​

19th April 2021

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Opportunities in smaller caps 

22nd March 2021

Mexican Pesos

Inflation and our optimistic Etsy view 

1st March 2021

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Renewables (wind and solar) 

24th May 2021

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Investing in the gig economy

12th April 2021

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Cyclical Luxury goods: Moncler S.p.A. 

15th March 2021

Economy News

Market Bubbles, compounders and video games. 

22nd February 2021