13D Research & Strategy

Clip taken from our October 22 webinar. For a detailed walkthrough of the 13D Food Security Index or to request the full webinar replay, inquire here: client.13d.com/promo/cx/X261… @WPreucil @StephenLeahy

We are very much looking forward to meeting with some of our valued clients and friends next week to discuss The Great Bifurcation—how the U.S.–China rivalry is splitting the global economy, chokepoint by chokepoint. If you would like to arrange a meeting during our visit, please contact your relationship manager or enquire here: client.13d.com/promo/cx/X261… Our schedule Sweden Stockholm - Monday, 2 November 2026 With Woodley B. Preucil, CFA, Senior Managing Director​ and Gina Mukherjee, Global Head of Client Relations. Switzerland Zug - Tuesday, 3 November 2026 Zurich - Wednesday, 4 November 2026 Geneva - Thursday, 5 November 2026 With Woodley B. Preucil, CFA, Senior Managing Director​ and Martin Chapman, Director, Relationship Management. @WPreucil

Clip taken from our October 22 webinar: What are the investment implications of the coming “Godzilla of El Niños”? Request access to the full webinar replay: client.13d.com/promo/cx/X261… @WPreucil @StephenLeahy

Next week, our Founder and Chairman, Kiril Sokoloff, will be in interviewed by Russell Napier at an in-person event hosted by the Library of Mistakes in Edinburgh on Wednesday, October 28. Drawing on more than 45 years of identifying major turning points in global markets, Kiril will reflect on the role of history in understanding financial markets, the indicators behind his most contrarian investment calls, and the conviction required to challenge consensus thinking. This promises to be a fascinating discussion! 𝗢𝗻𝗹𝘆 𝗮 𝗳𝗲𝘄 𝘁𝗶𝗰𝗸𝗲𝘁𝘀 𝗿𝗲𝗺𝗮𝗶𝗻. Secure your place here: eventbrite.co.uk/e/kiril-sok… 𝗪𝗲𝗱𝗻𝗲𝘀𝗱𝗮𝘆, 𝗢𝗰𝘁𝗼𝗯𝗲𝗿 𝟮𝟴 | 𝟲:𝟯𝟬–𝟳:𝟯𝟬 𝗽𝗺 | 𝗘𝗱𝗶𝗻𝗯𝘂𝗿𝗴𝗵

The investing playbook has changed. 13D Managing Director Cyrus Afkhami, together with members of the 13D Asia team, will be visiting Singapore, Hong Kong, Taipei, Beijing, and Shanghai to meet with clients and discuss the geopolitical and macroeconomic forces reshaping the global investment landscape. If you would like to meet with Cyrus during his visit, please contact your relationship manager or enquire here: client.13d.com/promo/cx/X261… Our schedule: October 26-28: Singapore October 29-30, November 2: Hong Kong November 3: Taipei November 4-6: Beijing and Shanghai

To learn more about the 13D Water Index, book a demonstration of our research portal: client.13d.com/promo/cx/X261…

13D clients should have received an invitation by email. If you haven’t received an invitation but would like to join us or find out more, please visit our webinar page, where you can request a registration link: client.13d.com/promo/cx/X261…

13D will be visiting Cape Town and Johannesburg this November, if you’d like to connect while we are there, please reach out to your relationship manager or inquire via this link: client.13d.com/promo/cx/X261…

Discover the investment themes shaping 2026 in our latest quarterly performance review published on October 1st. 𝗚𝗲𝘁 𝘆𝗼𝘂𝗿 𝗰𝗼𝗺𝗽𝗹𝗶𝗺𝗲𝗻𝘁𝗮𝗿𝘆 𝗰𝗼𝗽𝘆 𝗵𝗲𝗿𝗲: client.13d.com/promo/cx/X261…

This week marks 14 years since Arvind Sachdeva joined 13D. As our Chief Market Strategist and the driving force behind What Are the Markets Telling Us? (WATMTU), Arvind brings an extraordinary depth of experience, insight, and perspective to our research every week. His dedication to 13D, our research, and our clients over the years has been invaluable, and we feel incredibly fortunate to have him on our team. Thank you, Arvind, for everything you have contributed over the past 14 years. We’re incredibly grateful for all that you do and look forward to many more years together. Learn more about WATMTU: 13d.com/services/cx/X261007A… @asachdeva13D @boundlessanurag @WPreucil

In September, we welcomed Robert Friedland and Sam Riggall back for our second webinar on scandium—the “miracle metal”—and the opportunity presented by Sunrise Energy Metals. Request access to our highlights video here: client.13d.com/promo/cx/X261… @robert_ivanhoe @SunriseMetals

What are the gold miners telling us? Historically, miners have fallen around 2x or more than gold during corrections—but this time, they’ve largely kept pace with bullion. That unusual resilience could be sending an important signal for what comes next. We continue to monitor this closely. Clients can read more in Sunday’s WATMTU. Learn more about our publications: 13d.com/services/cx/X261005G…