lululemon athletica inc.

Barrick Mining Corporation

Phillips 66

In recent years, activist investors, once considered corporate raiders, have come to be seen as legitimate market participants.

"Time for activists": In 2025, activist investors set a record for the number of campaigns

In 2025, while U.S. tech megacaps continued to push to new highs, exchange-traded funds focused on small caps – particularly outside of the U.S. – delivered standout returns. According to BofA, global equities outperformed U.S. peers by more than 15 percentage points – the widest gap in 30 years. Much of that outperformance came from ETFs tracking small caps outside of the U.S.

Foreign, cheap, cyclical: Which small-cap ETFs led gains in 2025?


Kazakhstan's oil sector has been stagnating for several years, partly due to the need to comply with OPEC+ quotas, which the country does not always strictly adhere to. In 2026, production will have to be restricted even further to compensate for past excesses. But can Kazakhstan use this as an incentive for development? Kirill Lysenko, an analyst for sovereign and regional ratings at Expert RA, answers this question.

Will Kazakhstan turn OPEC+ oil production restrictions into a driver for its economic development?

Dollar Tree Inc. R

Dollar General Corporation

Five Below, Inc.

Walmart Inc.

In early December, several US fixed-price and discount retail chains reported growth in quarterly sales.

Which discounters are capitalizing on the tendency of US consumers to save money?   

NIKE, Inc.

The head of Apple invested in Nike securities amid the company's weak reporting and a drop in its stock price in December

Nike's stock is on the rise - it was bought for nearly $3 million by Tim Cook

Capricor Therapeutics, Inc.

Shares of biotech Capricor Therapeutics have <a href="https://www.marketwatch.com/investing/stock/capr?mod=search_symbol">surged</a>&nbsp;about 530% over the past month after the company reported positive results from a <a href="https://www.capricor.com/investors/news-events/press-releases/detail/331/capricor-therapeutics-announces-positive-topline-results">phase III trial</a>&nbsp;of its experimental therapy, deramiocel, for a rare disease called Duchenne muscular dystrophy. If the drug receives regulatory approval, Capricor shares could rise another 75%, according to Wall Street.

Biotech Capricor soars 530% in last month; Wall Street still sees more upside

Jefferies named Nike as the top choice among sports retailers in 2026

SoftBank Corp.

SoftBank sold off its stakes in Nvidia and T-Mobile for the sake of it, Reuters has found out

All for AI: SoftBank rushes to close $22.5 billion deal with OpenAI

Apollo Global Management, Inc.

Apollo Global Management is going into "risk reduction mode" by building up cash reserves. Mark Rowan, head of one of the world's most influential investment companies, considers the markets overheated and warns of growing geopolitical and systemic threats.

'When something bad happens': Apollo lowers risks in anticipation of turbulence

Activist fund Elliott Investment Management has acquired a stake in Lululemon Athletica for more than $1 billion and has joined the search for a new CEO for the company

Lululemon has a major new activist investor. Will it save the company's business?

In December this year, the Russian Federation was added to the EU's blacklist in the area of anti-money laundering and combating the financing of terrorism, which in the long term should make life more difficult for those who are somehow connected with Russia. Iran has been on this list for many years. Oninvest asked Iranianist Nikita Smagin, who has lived in the Islamic Republic, to describe how life is organized for Iranians from a financial point of view.

Personal finance in Iran: how citizens live under sanctions

Ferrari N.V.

Renault SA

Volkswagen AG

Bank of America has bet that some European automakers will be in a favorable position for price gains in 2026 thanks to a likely easing of regulatory rules, CNBC <a href="https://www.cnbc.com/2025/12/15/here-are-bank-of-americas-top-european-auto-picks-for-2026.html">reports</a>. The sector's relatively cheap stocks retain catch-up potential amid a possible revision of CO2 emissions regulations, according to Horst Schneider, head of sector research at BofA. The analyst predicts a traditionally strong first quarter for the sector, followed by a correction and a new upturn by the end of the year.

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