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Macron Won, So Why Didn’t the Euro? April 25, 2022

By Knowledge Leaders Team in Markets, News

With France’s polls closing yesterday Emmanuel Macron will now serve a second consecutive term as the president of France, the first to do so since Jacques Chirac in 2002. Heading into the vote, Macron had an 80-90% chance of victory according to analysts, representing a…

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Navigating a Minefield April 12, 2022

By Steven Vannelli, CFA in Economy, Markets, Portfolio Management

In this quarter’s strategy report, Navigating a Minefield, we discuss the following: -The Fed is tightening into a growth slowdown. Unlike in 2015, the Fed has just lifted off while the ISM Manufacturing is contracting and real GDP estimates for 2022 are steadily falling. If…

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China’s Potential to Alleviate Global Inflation April 07, 2022

By Steven Vannelli, CFA in Economy

For a confluence of reasons ranging from COVID to property sector problems, China has been experiencing slower growth. Many cross-asset relationships suggest that a devaluation in China could help spur growth. Whether this will happen is another story, but if the Chinese Yuan began a…

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Headquartered in Basel, Switzerland, Roche is one of the largest biotech companies in the world, providing state-of-the-art diagnostics and treatments for serious diseases, including COVID-19. Speaking of which, over the last two years, the firm has delivered a world-leading portfolio of diagnostic tests for COVID…

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Spotlight Sanofi: Reinvention in its DNA March 24, 2022

By Knowledge Leaders Team in Knowledge Leaders

Sanofi is one of the largest pharmaceutical companies in the world. Headquartered in Paris, France, this Knowledge Leader’s roots go back to the 1800s, to French chemist Louis Pasteur’s early vaccine discoveries, leading to the founding of the Pasteur Institute for research, eventually becoming part…

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The third largest homebuilder in the US, PulteGroup builds and sells homes in 40 cities across the country. As such, it has benefitted from new and emerging pandemic trends, including an increased preference for single-family living and ongoing remote work. This Atlanta, Georgia-based Knowledge Leader…

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