Jura Capital

Jura Market Brief

The week in markets, through an institutional lens.

Every Monday we publish a short, considered read on the stories moving capital, what the evidence says, and how we read it at Jura.

Latest edition · Issue 7

W/C 8 September 2026

The week's biggest investment stories, through an institutional lens.

  • 01The £1 Billion Spire Deal Puts UK Healthcare Capacity in Private Hands
  • 02Bridgepoint's €1.2 Billion Vehicle Shows How Private Credit Is Creating Its Own Exit Market
  • 03Nvidia's $12.93 Billion Deal Moves the AI Battle Towards Distribution
  • 04A Strong US Jobs Report Makes Good News More Complicated
Read this edition 8 September 2026 10 min read

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Issue 6 · 1 September 2026

W/C 1 September 2026

The week's biggest investment stories, through an institutional lens.

  • The US-Iran Conflict Becomes a Global Cost-of-Capital Story
  • Canada and the United States Move from Friction to Retaliation
  • Shein's IPO Tests the Gap Between Private Valuation and Public Price
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Issue 5 · 25 August 2026

W/C 25 August 2026

The week's biggest investment stories, through an institutional lens.

  • Volta Turns AI Demand Into a $10 Billion Infrastructure Contract
  • UK Inflation Returns to 2.9% and the Composition Matters More Than the Headline
  • Britain's Economy Is Growing, But Not Everywhere
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Issue 4 · 18 August 2026

W/C 18 August 2026

The week's biggest investment stories, through an institutional lens.

  • The Truce Lapses and the Energy Repricing Resumes
  • UK Growth Holds, and the Composition Is the Story
  • Healthcare AI Moves From Pilot to Procedure
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Issue 3 · 10 August 2026

W/C 10 August 2026

The week's biggest investment stories, through an institutional lens.

  • The Hormuz Reopening Trade Goes Into Reverse
  • Strong Earnings Keep Equity Markets Near Records
  • Intel Turns Its Share Price Recovery Into $20 Billion of Capital
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Issue 2 · 4 August 2026

W/C 4 August 2026

The week's biggest investment stories, through an institutional lens.

  • Oil Falls, Inflation Risks Ease
  • The Yen Gets a Policy Backstop
  • AstraZeneca Brings UK Large Caps Back Into Focus
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Issue 1 · 27 July 2026

W/C 27 July 2026

The week’s biggest investment stories, through an institutional lens.

  • Big Tech Doubles Down on AI Investment
  • Higher Rates, Slower Growth, No Crisis
  • Institutions Keep Moving Beyond Public Markets
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Guides

Market Turbulence in 2026

Market Turbulence in 2026

How experienced investors are repositioning capital to navigate volatility.

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