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New All-time Highs on Declining Breadth is Reason for Caution January 16, 2020

By Bryce Coward, CFA in Markets

There are a number of factors that have us tactically concerned about a period of over-exuberance among equity investors. Those include record low put/call ratios and extreme inflows into equity ETFs. But among the more troubling facts of late is the breakdown in breadth we…

When Companies Invest in the Future – The Intangible Investor Podcast, Ep. 7 January 09, 2020

By Knowledge Leaders Team in Podcasts

Have you ever wondered why innovative companies seem to beat expectations time and again? Bryce explains how investing in intellectual property can skew a company’s earnings and discusses some of the sectors and companies leading this trend. What will the recent drop in net savings…

Strong 4th Quarter, Election Year Supports the Case for a Strong Q1 December 27, 2019

By Bryce Coward, CFA in Markets

Unless something dramatically changes in the final few days of 2019, the 4th quarter for equity market performance will be one to write home about. The S&P 500 is currently on track to deliver about a 9% price return, which would be the second best…

Adapting to Trends in TIPS and Foreign Stocks – The Intangible Investor Podcast, Ep. 6 December 20, 2019

By Knowledge Leaders Team in Podcasts

With US Treasury growth expectations making a new low for the year, Steve offers three possible conclusions for asset allocation. Bryce describes a possible trend change in the relative performance of foreign stocks compared to domestic stocks. On The Intangible Investor Podcast, Bryce Coward and…

Incoming Data Continues to Point to Foreign Equity Outperformance December 18, 2019

By Bryce Coward, CFA in Markets

For the last several months we’ve been talking about the distinct possibility of a period of foreign equity outperformance that investors would be remiss to miss. Indeed, it may be hard to contemplate tilting one’s portfolio in favor of foreign markets after such a great…

Mid-Quarter Update: Spotlight on US Corporate Profits December 04, 2019

By Steven Vannelli, CFA in Economy

US corporate profits are down from the 2014 peak. In this mid-quarter special report, we dive deep into corporate profits, taxes, profit margins and the increasing government debt levels that have propelled stock and bond prices higher, in our view, leading to rising equity and government…

Innovation From the Top Down and Bottom Up – The Intangible Investor Podcast, Ep. 5 November 27, 2019

By Knowledge Leaders Team in Podcasts

A decade into the information revolution, corporate R&D is at an all-time high. Bryce reports in with new data that leads us to believe innovation investment is on the rise. Steve offers an update on how a shift in the Chinese Yuan could impact asset…

Spotlight Hexagon: Fusing the Physical World with the Digital November 25, 2019

By Knowledge Leaders Team in Knowledge Leaders

Founded in 1992 to build sensor and measurement tools for factories, farms and mines, Sweden’s Hexagon AB is at work today fusing the physical world with the digital. By integrating hard data collection with software, mobile and cloud-based technologies, this Knowledge Leader uses the tools…

Consequences of an Inflection in the Chinese Yuan November 21, 2019

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

As hopes for a trade deal fade, similar to May and August, the CNY is devaluing against the USD again. In our work there are a handful of fairly mechanical relationships that should follow if the CNY continues to devalue. First, in the US, stocks…

Economic Growth Has Not Hit Bottom Yet November 21, 2019

By Bryce Coward, CFA in Economy, Markets

Even as left tail risks to US and global economic growth seem to have been mitigated over recent weeks (more accommodate financial conditions, rising of some PMI data, worst case trade outcome seemingly a lower probability now), incoming data continue to suggest the nadir of…

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

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

New All-time Highs on Declining Breadth is Reason for Caution January 16, 2020

When Companies Invest in the Future – The Intangible Investor Podcast, Ep. 7 January 09, 2020

Strong 4th Quarter, Election Year Supports the Case for a Strong Q1 December 27, 2019

Adapting to Trends in TIPS and Foreign Stocks – The Intangible Investor Podcast, Ep. 6 December 20, 2019

Incoming Data Continues to Point to Foreign Equity Outperformance December 18, 2019

Mid-Quarter Update: Spotlight on US Corporate Profits December 04, 2019

Innovation From the Top Down and Bottom Up – The Intangible Investor Podcast, Ep. 5 November 27, 2019

Spotlight Hexagon: Fusing the Physical World with the Digital November 25, 2019

Consequences of an Inflection in the Chinese Yuan November 21, 2019

Economic Growth Has Not Hit Bottom Yet November 21, 2019

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