The Market Is Looking Through Hot Inflation, For Now May 14, 2021

By Bryce Coward, CFA in Markets

This week saw some doozy inflation readings beginning on Wednesday with the CPI reading and then again on Thursday with the PPI. CPI came in at 4.2% year-over-year, but a whopping 0.8% month-over-month. For context, 0.8% MoM implies 10% annualized inflation! The PPI was also…

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Reflation and Rotation April 20, 2021

By Steven Vannelli, CFA in Knowledge Leaders, Markets, Portfolio Management

In this Q1 2021 slide presentation of our quarterly strategy report, we discuss the following topics: -The level of speculative activity in markets this year has been extreme in our view. More money has come into world stock markets in the last 5 months than…

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Spotlight Richemont: Luxury Brands, Gen Z-Style April 06, 2021

By Knowledge Leaders Team in Knowledge Leaders

Switzerland’s Richemont was founded in 1988, after being spun off from the Rembrandt Group by Johann Rupert, who remains chairman today. The luxury products group’s 25 “maisons” or houses, are united in the firm’s quest for creativity, innovation and excellence. In addition to luxury brands…

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