📈 Morgan Stanley predicts a biotech boom

Plus, the ups and downs of weight-loss-drug stocks | Hello, It’s your Finimize analyst team here. 🌎 The World This Week Europe and the UK have already tinkered around with rate cuts, and the Federal Reserve is expected to follow suit this year. That should give US stocks a leg up – but for some of them, it’ll be more like a foot ladder. And [according to Morgan Stanley, biotechs could benefit from one of the biggest boosts](. Of course, biotech is just one of the many themes that investors are going ga-ga for these days. Innovations including weight-loss drugs, renewable energy systems, and AI breakthroughs are setting off stock market rallies – but before you chase a passion, you should [check out Theodora’s five rules for building a thematic portfolio](. That weight-loss drug theme is really proving Theodora’s point: despite the initial excitement and serious real-world potential, Novo Nordisk and Eli Lilly saw their shares plummet last week. But if you trade a theme right, you don’t need to bow out at the first signs of trouble. So if you think there’s a future for medicinal diets, take a look at the [yo-yo stocks of Novo Nordisk and Eli Lilly, and what investors might do about them](. The stateside economy is being pulled in two directions right now. On one hand, it’s being pushed down by high interest rates. On the other, it’s raised up by surprising culprits like the pandemic aftermath, government stimulus, and investor sentiment. [Stéphane’s done some digging to find out which side will win](. Mind you, none of this will matter if the world explodes into an uncontrollable ball of heat. Sure, maybe we’ve become a little existential, but it’s hard not to when you’re researching the state of climate change. Reda’s been deep in the rabbit hole, finding out [how different temperatures would create an agriculture and food crisis – and how you could protect your portfolio, so you can look after protecting your plate](. Enjoy the rest of your weekend and stay classy ✌️ Your Finimize Analyst team Crafted by Finimize Ltd. | 280 Bishopsgate, London, EC2M 4AG All content provided by Finimize Ltd. is for informational and educational purposes only and is not meant to represent trade or investment recommendations. You signed up to this mailing list at finimize.com or through one of our partners. © Finimize 2020 You can [turn off app emails]( or [unsubscribe]( from all Finimize emails (including the daily newsletter). [View in browser](