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Is the Cyclical Trade Over or Just Pausing? June 18, 2021

By Bryce Coward, CFA in Markets

This week the Federal Reserve made its first hawkish surprise to monetary policy since December 2018. As opposed to December 2018, when the Fed actually raised rates for the final time in the cycle, the Fed this week signaled rate increases potentially starting in 24…

Spotlight Cameco: Nuclear Emerging as Key Tool in Carbon-Free Future June 18, 2021

By Knowledge Leaders Team in Knowledge Leaders

As countries and companies alike commit to net-zero carbon targets, nuclear energy is emerging as a key tool for achieving worldwide clean energy goals, a trend leading to new confidence in future demand and fueling new government trade policies around the world. While the United…

Employment Miss Likely to Keep Fed Patient, And Support the Cyclical Trade June 04, 2021

By Bryce Coward, CFA in Markets, Portfolio Management

For the second month in a row, the US payroll employment report has come in below expectations. The miss this month was not quite as bad as the miss last month, but was still notable. The market was expecting 675K new jobs, but only 559K…

Spotlight Solvay: Chemical Progress Through Science and Humanity May 28, 2021

By Knowledge Leaders Team in Knowledge Leaders

During the pandemic, Brussels, Belgium-based materials manufacturer Solvay provided hydrogen peroxide, hand sanitizer, face shields and financial assistance to families in distress. Founder Ernest Solvay, who believed mankind’s progress would be driven by science and took a humanitarian view on corporate growth, would have approved….

The USD is Weak, and What That Could Mean for the Rest of 2021 May 28, 2021

By Bryce Coward, CFA in Markets, Portfolio Management

The US dollar is on the verge of breaking down to the lowest level since 2014. This is not all that surprising. After all, the US money supply continues to grow at a rapid pace relative to other countries and quantitative easing is likely to…

Spotlight Dometic: Cooling, Heating, Eating & Drinking On the Go Since 1922 May 26, 2021

By Knowledge Leaders Team in Knowledge Leaders

Based in Stockholm, Sweden, Dometic makes accessories for mobile living, including in RVs, boats, campers and outdoor life. This year for example, it launched Delibox, the first temperature-controlled food delivery box created to solve the No. 1 complaint from people who order in: food arriving…

Spotlight Wienerberger AG: Smarter, Affordable Construction for a New World May 21, 2021

By Knowledge Leaders Team in Knowledge Leaders

The Wienerberger Group makes building products for infrastructure, new construction, and renovations with a focus on enabling energy-efficient, healthy, climate-friendly, affordable living. The firm aims to help make the building process smarter and more efficient through its innovations in digital services and prefabrication. For example,…

Is Secular Leadership in US Technology Over? May 20, 2021

By Steven Vannelli, CFA in Markets, Portfolio Management

We believe the US technology sector has reached a level of valuation such that it is has the potential to substantially subtract from portfolio returns going forward. In this mid-quarter update, we: -Highlight how we monitor valuations in the global stock markets while shining a…

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…

Breaking Down the Employment Report and the Market’s Reaction May 07, 2021

By Bryce Coward, CFA in Economy

Today the US employment report for April was released and it took the markets by surprise. Estimates were for net job gains of 1 million. Instead, the US economy added 218K private sector jobs. This compares to 708K private sector jobs in March. Indeed, this…

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An investor cannot invest directly in an index. Any reference to Index performance does not represent the performance of any investment product offered by Knowledge Leaders Capital, LLC. 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. The Index data is the property of Knowledge Leaders Capital, LLC, which has contracted with SolactiveAG to calculate and maintain the indexes.

The launch date of the Knowledge Leaders Knowledge Leaders Developed World Index (Bloomberg ticker KNLGX is 7/1/14 and the base date of the index calculation is 3/31/2000. The launch date of the Knowledge Leaders Emerging Markets Index (Bloomberg ticker KNLGEX) is 9/2/14 and the base date of the index calculation is 4/1/2005. The launch date of the Knowledge Leaders International Index (Bloomberg ticker KNLGINX) is 8/15/16 and the base date of the index calculation is 3/31/2000. The launch date of the Knowledge Leaders United States Index (Bloomberg ticker KNLGUSX) is 8/15/16 and the base date of the index calculation is 3/31/2000. The launch date of the Knowledge Leaders Developed World ADR Index (Bloomberg ticker KNLGAX) is 9/13/16 and the base date of the index calculation is 3/31/2000. The launch date of the Knowledge Leaders International ADR Index (Bloomberg ticker KNLGINAX) is 8/30/16 and the base date of the index calculation is 3/31/2000.

The returns of the Index prior to the launch date are based on applying the rules in effect as of the launch date retroactively to historical periods to and including the base date. Results are not based on an Index that was maintained in real time. The pre-inception performance results of the Index are hypothetical returns which have been compiled by Knowledge Leaders Capital. The performance results are based upon a hypothetical model. Hypothetical performance results may have inherent limitations, some of which are described below. No representation is being made that any account did or was likely to achieve profits or losses similar to those shown. One of the limitations of hypothetical performance results is that they are prepared with the benefit of hindsight. There are numerous other factors related to the markets in general or to the implementation of any specific trading strategy which cannot be fully accounted for in the preparation of hypothetical performance results and all of which can adversely affect actual trading results. These returns should not be considered as indicative of the skills of the investment adviser.To obtain additional index methodology and constituent components, please visit KnowledgeLeadersCapital.com.

Companies are selected for “Spotlights” based on high levels of innovation activities in their 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.

Blog

Is the Cyclical Trade Over or Just Pausing? June 18, 2021

Spotlight Cameco: Nuclear Emerging as Key Tool in Carbon-Free Future June 18, 2021

Employment Miss Likely to Keep Fed Patient, And Support the Cyclical Trade June 04, 2021

Spotlight Solvay: Chemical Progress Through Science and Humanity May 28, 2021

The USD is Weak, and What That Could Mean for the Rest of 2021 May 28, 2021

Spotlight Dometic: Cooling, Heating, Eating & Drinking On the Go Since 1922 May 26, 2021

Spotlight Wienerberger AG: Smarter, Affordable Construction for a New World May 21, 2021

Is Secular Leadership in US Technology Over? May 20, 2021

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

Breaking Down the Employment Report and the Market’s Reaction May 07, 2021

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