Daily ideas
Coty scores how often its brands appear in unbranded AI answers; Rimmel UK hit 13.8 and rose from No. 7 to No. 4. Vendors selling the fix have demand, not price.
US life carriers now underwrite from prescription and medical-claims data: Aegon says a decision takes under 12 minutes and new life sales rose 54% in H1 2026.
Santacruz Silver and Andean Precious Metals say Bolivia's currency float cuts dollar mining costs; about 85% of Santacruz's Bolivian costs are in bolivianos.
Dexus and Swiss Prime Site told August 2026 calls that market rents in their best-located offices now exceed passing rents, so lease expiries add income.
Goodman and Prologis now buy the cooling and power equipment for the data centers they develop, a shift Prologis prices at about five times the capital.