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Hermès is on the up as other brands suffer, Ozempic is linked to Alzheimer's benefits, and homes of the future | [Finimize]( [TOGETHER WITH](#) Hi {NAME}, here's what you need to know for October 25th in 2:58 minutes. - Hermès made a splashy statement with its latest results, outshining its luxury rivals - How to ride the winners, with a simple, sophisticated sector momentum strategy – [Read Now]( - Novo Nordisk’s popular weight-loss drug has been linked to a lowered risk of Alzheimer’s 🚢 Even the captain of the ship can get lost sometimes. So join our [Modern Investor Summit]( to hear from Charles Schwab chief investment strategist Liz Ann Sonders and managing director Richard Flynn, and discover how to navigate market cycles. [Grab your free ticket]( High Luxe [High Luxe] What’s going on here? Hermès came out on top as it announced an impressive 11% sales spike in the third quarter, leaving rivals like Kering and LVMH in its dust. What does this mean? As folk around the world tighten their purse strings, shoppers at Hermès bucked the trend, buying up spendy items like the iconic Birkin bag. Makes sense: the brand’s customers are among the wealthiest out there and they can afford to stay loyal, snapping up its jewelry, leather goods, and clothes like they’re, uh, going out of fashion. So sales in Europe, Japan, and the Americas exceeded expectations. Even China appeared to see sales grow, despite its current economic woes. It’s unsurprising then, that Hermès’s stock has been mostly riding high, marking a 10% rise this year. Now, that’s all very well and good for Hermès, but it’s probably left shareholders over at LVMH (owners of Louis Vuitton) and Kering (think Gucci, Balenciaga) feeling glum. Those companies have seen their sales struggle and their stocks plunge, with their share prices dropping 13% and 40%, respectively, so far this year. Why should I care? For you personally: Reaching back into your pockets. Luxury goods have been on the outs for a few years now, especially in the key market of China. Mind you, despite consumers seeming to tire of chasing the latest must-haves, share prices of luxury goods companies have shown signs of stabilizing recently. And that’s all down to hopes that new stimulus measures in China will breathe life into luxury spending again. For you, that might spell opportunity: buying quality companies that aren’t en vogue can be a solid strategy. Remember, though, timing the bottom is harder than it looks. You might also like: [Beyond the “magnificent”, five big growth themes to watch](. Copy to share story: [( 🙋 [Ask a question](mailto:questions@finimize.com?body=Ask us a question: Where are you writing from? Let us know and we'll mention it when we reply.&noapp=true&subject=High Luxe&utm_campaign=daily-global-25-10-2024&utm_source=email) TODAY'S INSIGHT Sharpen Your Edge: A Simple Guide To Sector Momentum Investing Stephane Renevier, CFA [Sharpen Your Edge: A Simple Guide To Sector Momentum Investing]( The S&P 500 has had an incredible run in recent years, mostly thanks to tech’s stellar performance. But [holding]( onto it now comes with risks. Valuations are high, which could mean that [future returns]( won’t be as sweet, and a shift in the economic outlook or the market mood could trigger a bitter bear market. Plus, with tech stocks making up such a big chunk of the index, [your portfolio]( could be a lot more vulnerable if that sector stumbles. In times like these, it could be smart to take a more [dynamic]( approach – one that adapts to different market conditions, doesn’t lean too much on one sector, and helps manage your risks, without letting your emotions drive you. That’s today’s Insight: [the Sector Momentum Edge could be the strategy you want now](. [Read or listen to the Insight here]( * SPONSORED BY IG What if markets fall after the US election? The big [US election]( is coming up quickly, and you’re probably prepared for it. But what you might not be prepared for is the effect its outcome will have on markets. See, stocks have a history of reacting to elections. That makes sense: policy changes impact all sorts of things. Luckily, [IG]( has created a [free guide]( to help you figure out how to trade around the election. Say markets fall: IG has an [options strategy]( for that. The ideas that you can set yourself up to [profit no matter what]( direction the market moves in – even if you’re expecting stocks to go down. Yep: options let you do that. And IG has all the details on how to set the trade – a “long put” – up. Make sure you’re ready for the election aftermath: [get the free guide today](. [Find Out More]( Options and futures are complex instruments which come with a high risk of losing money rapidly due to leverage. You could lose more than your original investment. When you support our sponsors, you support us. Thanks for that. If you want your brand featured here, [get in touch.]( Mind And Body [Mind And Body] What’s going on here? Novo Nordisk's popular Ozempic drug has been linked to a reduced Alzheimer's risk, suggesting that the blockbuster drug might have more than just physical benefits. What does this mean? A study of over a million US patient records found that semaglutide, Ozempic's active ingredient, offered a 40% to 70% reduced risk of Alzheimer’s versus older anti-diabetic drugs. The research, published Thursday, suggests that semaglutide's effects on nerve cells, inflammation, and vascular health could be a key to shrinking Alzheimer's risk. If clinical trials confirm it, the drugs could become not just a powerhouse in managing diabetes and obesity, but also a safeguard against dementia. Previous studies have also hinted at semaglutides’ off-script benefits: a potential capacity to curb opioid overdoses and substance abuse disorders. Why should I care? For markets: A $100 billion prize. It’s little surprise then, that investors are feeling optimistic about the long-term health of Novo Nordisk’s bottom line. Its hugely popular weight-loss drugs are already in high demand in the US, where they’re not exactly sold for cheap – patients pay over $1,000 per month. And with seven million Americans currently living with Alzheimer’s, forecasters expect an expanding combined market for the drugs – potentially worth over $100 billion. Standing to benefit from this the most are the big fishes of the semaglutide market – Eli Lilly and Novo Nordisk. The bigger picture: Competition heats up. Just this week, Novo Nordisk asked the Food and Drug Administration to prevent compounding pharmacies from making unapproved, cheaper versions of its products – making it clear that the Denmark-based pharma giant is feeling some pressure. What’s more, Roche, which has plans to launch its own weight-loss drug, is asking authorities to block Novo’s takeover of drug manufacturer Catalent. And Novo needs that takeover to happen, if it hopes to boost production of its in-demand medicines. You might also like: [The yo-yo stock gains and losses of Novo Nordisk and Eli Lilly](. Copy to share story: [( 🙋 [Ask a question](mailto:questions@finimize.com?body=Ask us a question: Where are you writing from? Let us know and we'll mention it when we reply.&noapp=true&subject=Mind And Body&utm_campaign=daily-global-25-10-2024&utm_source=email) QUOTE OF THE DAY "He was a bold man that first ate an oyster." – Jonathan Swift (an Irish writer) [Tweet this]( Meet your guide to the election year The US election could be a potential banana peel when it comes to investing. The potential for changes in policy, fresh regulatory crackdowns, and a whole new cast of characters could all [throw the markets into a tizzy](. That’s why our expert analysts have [worked with IG to build a guide]( on how to invest during the election season. It covers the impact of elections on markets, strategies for investing during an election year, and lots of tax considerations – [all in one handy place](. So if you’re looking for a way to keep your portfolio surefooted, even with all that slippery uncertainty, [check out our free guide](. [Read The Guide]( 🎯 On Our Radar 1. A vision of the future. Six homebuilders predict [what houses will look like in 20 years](. 2. Only investing in stocks is like only ever eating tomato pasta for dinner. [Multi-asset investing]( can help you craft a portfolio that truly suits your tastes.** 3. On the Silk Road again. Scientists have discovered [medieval metropolises with groundbreaking tech](. 4. A golden oldie. [How to invest in one of the world's oldest investments with GoldCore](.* 5. ‘Tis the season. The best [winter warming pumpkin spice blend](. ** See important disclosures [here](. When you support our sponsors, you support us. Thanks for that. 🌍 Finimize Live 🤩 Grab your tickets... All events in UK time.🇺🇸 [Pre-Election Special: What Investors Need To Know](: 5pm, October 29th 🇺🇸 [Post-Election Special: The Landscape, Regardless Of Who Wins](: 5pm, November 7th 🏅 [How To Tap Into Your Gold Opportunity](: 5pm, November 14th 💰 [Spread Betting vs CFDs: How To Trade Tax-Free](: 5pm, November 19th 🚀 [2024 Modern Investor Summit](: 2pm, December 3rd [Get your free ticket for the Modern Investor Summit]( Thanks for reading {NAME}. If you liked today’s brief, we’d love for you to share it with a friend – here’s a link: [Share this email]( You stay classy, {NAME} 😉 Any thoughts on today’s email? [Give feedback]( Want to advertise with us? 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