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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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Spotlight LVMH: Bernard Arnault’s Luxury Empire March 29, 2021

By Knowledge Leaders Team in Knowledge Leaders

LVMH Moët Hennessy Louis Vuitton is a leading global luxury brands group. Made up of 75 product “maisons,” or houses, including wine and spirits, fashion and leather goods, perfumes and cosmetics, watches and jewelry, and other retail including Paris department store Le Bon Marché, the…

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