🇺🇸 Stocks hit all-time highs

A historic presidential result, a strong quarter for Novo Nordisk, and ancient Rome debunked | [Finimize]( [TOGETHER WITH](#) Hi {NAME}, here's what you need to know for November 7th in 3:09 minutes. - Stocks and crypto surged as US election uncertainty faded away - Goodbye to financials, hello to communications stocks – [Read Now]( - Novo Nordisk’s weight-loss drugs helped its bottom line in the third quarter 🥇 There's nothing better than coming in first. So join us for [How To Tap Into Your Gold Opportunity]( and discover how to add that safe-haven asset to your portfolio. [Grab your free ticket]( A Measured Response [A Measured Response] What’s going on here? The dust is settling on the US election, and Wall Street looks to be gearing up for what could be a big year-end rally. What does this mean? In the world’s biggest financial market, there are heftier factors at play than red versus blue: strong corporate earnings, lower interest rates, and the unstoppable force of AI. Analysts have been treating the election results like a “clearing event” – a force that wipes uncertainty and lets investors get back to business. Volatility’s been on an upswing in recent days, but it’s expected to fall as investors turn their focus away from the White House and back to the Federal Reserve: the central bank’s expected to cut interest rates again this week. Why should I care? For markets: Red-letter day. In essence, markets woke up Wednesday ready to rally no matter who ended up in the White House. Stocks, bitcoin, the greenback, and bond yields all saw big jumps, as investors bet on the president-elect’s talk about tax cuts and deregulation. But some of those trades might not last. While there may be short-term gains to be made, folks could start selling soon to lock in profits – especially with rising bond yields hinting that inflation could be a concern again. The big picture: Playing the long game. Election years are like a soap opera – plenty of drama – but markets mostly brush that stuff off. History shows that US stocks find their groove no matter who’s sitting in the Oval. So here’s the thing: by diversifying across sectors, asset classes, and geographies, you can soften the impact of political swings. Sure, it might be tempting to adjust your strategy based on campaign promises, but those don’t usually shape markets over time. A balanced long-term approach is often savvier. Ultimately, broader economic trends – not voting booth wins or losses – drive investments. You might also like: [An election-year playbook for investors](. 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=A Measured Response&utm_campaign=daily-global-07-11-2024&utm_source=email) TODAY'S INSIGHT Strategies Update: Goodbye, Financials. Hello, Communications Stocks Stéphane Renevier, CFA [Strategies Update: Goodbye, Financials. Hello, Communications Stocks]( As part of a series of in-depth, actionable insights, I recently wrote about two easy-to-replicate [investing approaches](. The first was the “Easy Rider” – a [diversified portfolio]( that can serve as your core allocation. And the second was a nimble [momentum strategy]( that can keep you benefitting from the top-performing sectors. Now, because we’re all about keeping things practical and transparent (so you can feel confident in your investment decisions) here’s a look at [how those two performed]( in October and how they’re positioned for November. That’s today’s Insight: [checking in with the Sector Momentum Edge and the Easy Rider](. [Read or listen to the Insight here]( * SPONSORED BY CHARLES SCHWAB Actually, maybe you should settle for zero [US stock markets]( have had a good two-year run: the S&P 500 has seen a 62.7% increase since October 2022. (1) Thing is, plenty of investors who buy stateside assets are based in the US themselves. “Home bias”, after all, can attract us to opportunities that are literally closer to home. But now Brits can have the opportunity to live that American Dream too. [Open a Charles Schwab account with a $0 minimum](, and pay zero – yup, zilch – commission for online listed stock trades* to participate in the US stock market at a low cost. If that’s you, you’ll get access to professional research, market insights, and analysis designed to sharpen their strategy, as well as [round-the-clock phone and in-branch support]( from trading specialists. All that, backed with [a satisfaction guarantee](**. So if you want to invest in US markets, [you might want to settle for zero commission for online listed stock trades* with Charles Schwab](. [Find Out More]( (1) Source: Charles Schwab, Bloomberg, The Leuthold Group, as of 10/11/2024. * Standard online $0 commission does not apply to over-the-counter (OTC) equities, transaction-fee mutual funds, futures, fixed-income investments, or trades placed directly on a foreign exchange or in the Canadian market. Options trades will be subject to the standard $0.65 per-contract fee. Service charges apply for trades placed through a broker ($25) or by automated phone ($5). Exchange process, ADR, and Stock Borrow fees still apply. See the Charles Schwab Pricing Guide for Individual Investors for full fee and commission schedules. (#201) ** If you are not completely satisfied for any reason, at your request Charles Schwab & Co., Inc. (“Schwab”), Charles Schwab Bank, SSB (“Schwab Bank”), or another Schwab affiliate, as applicable, will refund any eligible fee related to your concern. No other charges or expenses, and no market losses will be refunded. Refund requests must be received within 90 days of the date the fee was charged. Schwab reserves the right to change or terminate the guarantee at any time. Go to schwab.co.uk/satisfaction to learn what’s included and how it works. (#1201) Investing in U.S. securities is not without risk. Investment returns will fluctuate and are subject to market volatility, so that an investor's shares, when redeemed or sold, may be worth more or less than their original cost. The potential for profit or loss from transactions in the U.S. market When you support our sponsors, you support us. Thanks for that. If you want your brand featured here, [get in touch.]( Life In The Fast Lane [Life In The Fast Lane] What’s going on here? Novo Nordisk has been racing ahead of its competition, fueled by booming sales of its obesity and diabetes drugs. What does this mean? Denmark’s Novo Nordisk – the biggest company in Europe – is behind the blockbuster treatments Wegovy and Ozempic. And in the third quarter alone, the firm pulled in $10 billion in sales, driven largely by the huge appetite for its weight loss drugs. With those meds being prescribed to more patients than ever before, profits rose to almost $4 billion – which neatly fit with expectations. Wegovy's revenue alone climbed 79% compared to the same time last year – to $2.5 billion, even as its price dropped in the US. And though investors might be alarmed by the fact that the drugmaker’s shares are 25% slimmer than they were in June, the latest look into Novo’s books should soothe their nerves. Why should I care? Zooming in: Feeding frenzies. The hugely popular glucagon-like peptide-1 (GLP-1) weight-loss and diabetes wonder drugs are already a $50-billion-a-year market, and that’s expected to more than triple in the next six years. And the potential feast is already attracting loads of pharma companies who want a piece of the action. But they’ll have a long way to go to catch up to Novo and US giant Eli Lilly. Novo’s got a shiny new treatment that could potentially help patients drop a best-in-class 25% of their weight. The bigger picture: Golden oldies. Lower birth rates and longer life expectancies can only mean one thing: aging populations. That’s the reality across the world’s wealthiest economies. Japan – whose population is, on average, older than the rest – is already allocating more and more public money to healthcare. And as that trend spreads like a contagion across Europe and North America, it’s likely to give medicine and healthcare stocks a shot in the arm. 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=Life In The Fast Lane&utm_campaign=daily-global-07-11-2024&utm_source=email) QUOTE OF THE DAY "Out of difficulties grow miracles." – Jean de la Bruyère (a French philosopher) [Tweet this]( A recipe for standing out from the crowd Stocks and bonds are the meat and potatoes of most people’s portfolios – but often it’s the alternative assets that make it all worthy of a chef’s kiss. And that’s where our latest panel at [the Modern Investor Summit comes in](. See, success can be just a conversation away. You’ll engage with experts giving advice on [alternative assets]( – specifically those in healthcare, renewable energy, and real estate. So Join speakers Richard Lum, managing partner and co-chief investment officer at Victory Hill Capital Partners, and Chris Ragland, CIO of 4fi. They’ll take you through how these [assets can help diversify your portfolio]( and reduce risk, key opportunities in these sectors, and what to expect from alternatives in the ever-changeable economic environment. Grab your free ticket now and you’ll also get access to the rest of our star-studded line-up at [the Modern Investor Summit](. [Grab Your Free Ticket]( 🎯 On Our Radar 1. Myths and legends. Eight facts folks get wrong [about ancient Rome](. 2. Make moves with confidence. How to [buy and sell options]( without the guesswork.* 3. Fighting for the right. How women used cookbooks [to strive for voting rights](. 4. Back to the futures. Get to the root of trading futures (and why you’d want to) with this [free guide](.* 5. Putting pen to paper. The origins of written language have been found in a [5,500-year-old artifact](. When you support our sponsors, you support us. Thanks for that. 🌍 Finimize Live 🤩 Grab your tickets... All events in UK time.🇺🇸 [Post-Election Special: The Big Picture For Investors](: 5pm, Thursday 🏅 [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](: December 3rd and 4th Spotlighted sessions:🔎 [2025 Outlook: What’s Next For Investors](: 3:30pm, December 3rd 🏡 [Alternative Assets: Identifying Opportunities In Healthcare, Sustainable Energy And Real Estate](: 5pm, December 3rd 🤖 [Investing In AI: Opportunities In Pre-IPO And Private Markets](: 5:45pm, December 3rd ⚖️ [Investing In Lawsuits: An Untapped Market For Individual Investors](: 6:30pm, December 3rd [Get your free ticket for the Modern Investor Summit]( Thanks for reading {NAME}. 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