Blog

Q&A with Peter Zeihan, Part 2: Three New Wars March 13, 2017

By Knowledge Leaders Team in Economy, Knowledge Leaders, News

We recently met with geopolitical strategist Peter Zeihan to discuss world events since the American election and his new book, “The Absent Superpower: The Shale Revolution and a World without America.” In the book, Peter credits energy and resource innovations with reshaping the global geopolitical…

Hot Air Balloon Economy March 07, 2017

By Steven Vannelli, CFA in Economy

The interplay between debt and income can be a difficult thing to understand. Here is a useful analogy. Imagine a hot air balloon lying on the ground preparing for take-off. The fuel tank, used to heat the air, is the balance sheet in this analogy…

A Massive Liquidity Illusion March 06, 2017

By Steven Vannelli, CFA in Economy, Markets

Since the election we’ve heard the rally in stocks characterized as a “Trump Trade” or a “reflation” trade. We think there is a really important element missing from this analysis that could change very quickly over the next several weeks. On March 16, 2017 (the…

Q&A with Author Peter Zeihan: How Shale is Reshaping America and the World February 16, 2017

By Knowledge Leaders Team in Economy, Knowledge Leaders, News

We recently met with geopolitical strategist Peter Zeihan to discuss world events since the American election and his new book, “The Absent Superpower,” released last month. In the book, Peter credits energy and resource innovations with reshaping the global geopolitical environment. He predicts by 2019,…

Quarterly Update: Knowledge Leaders Strategy January 19, 2017

By Knowledge Leaders Team in Economy, Knowledge Leaders, Markets, Portfolio Management

In our new quarterly update report, Portfolio Manager Steven Vannelli, CFA, discusses the investment team’s recent analysis on two topics, including: 1. New portfolio opportunities. Huge innovation in the energy sector – and the US Shale Revolution specifically — has manifested into new portfolio opportunities. The US…

Post-election Market Update & Conference Call November 18, 2016

By Knowledge Leaders Team in Economy, Markets, News

Today Chief Investment Officer Steven Vannelli, CFA, hosted a conference call to share the investment team’s analysis of the global equity and fixed income markets one week after the election. Click the link below to download the presentation. DOWNLOAD SLIDES A recording of the call will…

Quarterly Strategy Update: A Rotation to Cyclical Leadership? October 24, 2016

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

This quarter we discuss our work navigating a global equity rotation from defensive-driven leadership to cyclical-driven leadership. We analyze economic growth trends and our belief that we are in the closest thing to a synchronized global upturn that we’ve seen in years. We discuss three liquidity…

Author Q&A: NYU’s Baruch Lev on the End of Accounting September 16, 2016

By Knowledge Leaders Team in Knowledge Leaders, News

We recently visited Professor Baruch Lev in his office at NYU Stern School of Business to discuss his new book, The End of Accounting. Our long-time readers will be familiar with Lev’s work, which forms the basis for our Knowledge Leaders investment strategy. In his…

Author Q&A with Bloomberg TV’s ETF Expert Eric Balchunas May 11, 2016

By Knowledge Leaders Team in News

In our most recent book club selection — The Institutional ETF Toolbox — Author Eric Balchunas outlines what investors need to know about the changing landscape of investment products in a fast-moving format that makes this book well worth any investor’s valuable time. Balchunas quotes…

Quarterly Strategy Update April 27, 2016

By Knowledge Leaders Team in Economy, Knowledge Leaders, Markets

This quarter, we explore the hypothesis that the modern era of Ricardian growth has ended. We further explore what this means for asset allocation and which types of stocks in particular should do well in this Ricardian hangover. Download our First Quarter 2016 Strategy &…

Disclosures

The information presented here is for informational purposes only and is not to be construed as an offer to sell, or the solicitation of an offer to buy, securities. Some investments are not suitable for all investors, and there can be no assurance that any investment strategy will be successful. Hyperlinks may be included in this message that provide direct access to other internet resources, including web sites. While we believe these links are to reliable sources, Knowledge Leaders Capital (“KLC”) has no control over the accuracy or content of information contained on these sites. Although we make every effort to ensure such links are accurate, up to date and relevant, we have no control over pages maintained by external providers. The views expressed by these external providers on their own web pages or on external sites they link to are not necessarily those of Knowledge Leaders Capital.

The information provided on this blog is for illustrative or example purposes only and should not be construed as KLC’s opinion or investment outlook. As of the most recent quarter end, the named companies may have been held by KLC. For full information including additional policies and full disclosures, please visit our website: KnowledgeLeadersCapital.com.

Any reference to Index performance does not represent the performance of any investment product offered by Knowledge Leaders Capital, LLC. An investor cannot invest directly in an index. The performance of client account may vary from the Index performance. Index returns shown are not reflective of actual investor performance nor do they reflect fees and expenses applicable to investing.

Companies are selected for “Spotlights” based on high levels of innovation activities in their respective industries and illustrate innovation being employed across all sectors and geographies. Spotlight selection is separate from stock selection by the investment team. Spotlights are not necessarily representative of investment opportunities and can be selected regardless of investment performance or inclusion as a KLC holding.