Spotlight Glory Ltd: When Cash Goes Digital November 06, 2019

By Knowledge Leaders Team in Knowledge Leaders

The one attribute all Knowledge Leader companies have in common – no matter their sector or geography – is a commitment to investing in innovation. Once we identify a company with a high R&D spend as a percent of sales, the next layer of research…

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If International Equities Outperform, Will You? November 01, 2019

By Bryce Coward, CFA in Portfolio Management

I wrote a week ago about how international equities may be finally getting the help they need to break the back of a long-term underperformance trend. It’s a trend that has caused international stocks to underperform US stocks in eight of the last eleven years….

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EAFE Equities: Can they Ever Work Again? October 25, 2019

By Bryce Coward, CFA in Markets

EAFE stocks, those in the developed Europe and Asia regions, have underperformed US stocks in eight of the last eleven years. That batting average might be decent if you are a professional baseball player, but not so much if you are a professional investor. What’s…

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Not QE? October 18, 2019

By Bryce Coward, CFA in Economy, Markets

Last week the Federal Reserve announced the re-commencement of large scale asset purchases in order to alleviate funding pressures that had been bubbling for several months. Much effort has been made by Fed Chairman Powell and other missionaries to explain why this round of asset…

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Hard Data Gets Put to the Test October 03, 2019

By Bryce Coward, CFA in Economy

United States and indeed global economic data have been weak – at least that is the unabated message from the PMI data that were released this week on both manufacturing and services. At this stage everyone knows the survey data, or “soft” data, are weak….

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