15 October 2026 · September 2026 market data · IIR News Editor IIR’s latest LMI Monthly examines the gap between the value of a fund’s investments and the price investors can realise on market. The 35-page edition brings together September pricing, valuation and performance tables with dated issuer developments and IIR commentary. Discounts widened across most of the comparison Of …
Ares Strategic Income Fund — IIR Assessment, 15 October 2026
IIR-initiated public-information assessment of Ares Strategic Income Fund (Class I, global USD): overall view Balanced within a limited scope, exit arrangements Cautious, return delivery reserved.
Market News — US Open, 14 October 2026
US market open snapshot. Technology AI-supplier selloff signals a shift in sentiment Reuters analysis described Tuesday’s rout in AI-supplier shares as the strongest sign yet that the AI trade’s mood is turning. Source: Reuters Memory-chip stocks extend slide on China competition Western Digital, Seagate, SK Hynix and Micron fell again after CXMT said it is pursuing server-grade memory. Source: Startup …
Movers & Shakers — US Micro-Cap Technology, Issue No. 2: The Index Is Not the Population
IIR’s October US Micro-Cap Technology newsletter: the small-cap technology fund returned +55.6% over twelve months, while the median screened company fell 28.5%. Eighteen companies reviewed, with a separate unscored Australian section. 37-page edition.
Market News — ASX Open, 14 October 2026
Australian market open snapshot. ASX 200 futures point lower SPI futures indicated an open roughly 30 points (0.35%) lower, after the S&P/ASX 200 finished yesterday almost unchanged at 8,783.9. Source: Motley Fool Australia. Wall Street ends softer The Dow fell about 0.35%, the S&P 500 eased slightly and the Nasdaq slipped about 0.15% in the overnight US session. Source: Motley …
Market News — US Open, 13 October 2026
US market open snapshot. US index futures little changed as bank earnings season begins Premarket, S&P 500 futures were down about 0.1%, Dow futures up about 0.1% and Nasdaq futures down about 0.6%, with major banks reporting before the bell. Source: BNN Bloomberg (AP). JPMorgan misses on earnings per share, shares firmer premarket The bank reported third-quarter EPS of $5.57 …
Market News — US Open, 12 October 2026
US market open snapshot. US index futures little changed ahead of the open Dow and S&P 500 futures were up around 0.1% and Nasdaq-100 futures roughly flat in early trade, with no major US data scheduled for the session. Source: Yahoo Finance. S&P 500 and Nasdaq coming off record closes Both indices finished Friday at record highs, with the S&P …
Beyond Micro-Cap: Rigel Pharmaceuticals (NASDAQ: RIGL) — the commercial transformation, and the next test
IIR’s Beyond Micro-Cap case study on Rigel Pharmaceuticals: how commercial execution took it out of the micro-cap band, what the market now pays for it, and the VEPPANU launch as the next test. Read the full 14-page note.
Movers & Shakers — Metals & Mining: From Orebody to Shareholder
IIR’s October Mining newsletter brings together the geological case, management delivery, funding risks and next tests for ten companies, with EcoGraf covered separately. Read the full 31-page edition.
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