Blog

The Market Thinks the BoJ is In Play September 22, 2023

By Steven Vannelli, CFA in Economy, Markets, News

The Bank of Japan met last night to cap off a week of central bank activity. From their policy statement: “The Bank decided, by a unanimous vote, to set the following guideline for market operations for the intermeeting period. The short-term policy interest rate: The…

Spotlight EnerSys: Powering the Future of Stored Energy September 21, 2023

By Brian Clark in Knowledge Leaders

EnerSys is a leader in stored energy solutions. Based in Reading, Pennsylvania, this company makes batteries, chargers, and accessories for transportation, aerospace, and defense. The company was founded in 1991 through a merger of Exide and Yuasa Corp. and has since made several strategic acquisitions…

Spotlight Honeywell: Mastery in Sustainable Energy Innovation September 14, 2023

By Brian Clark in Knowledge Leaders

Honeywell International Inc. is a global leader in diversified technology and manufacturing. As sectors like aerospace and construction undergo rapid changes, there’s a demand for solutions that boost efficiency while prioritizing safety. Honeywell delivers everything from advanced avionics systems for aircraft to energy-efficient building solutions….

Spotlight ABB: Wired for the Future September 12, 2023

By Knowledge Leaders Team in Knowledge Leaders

ABB is a global leader in electrical engineering and automation. With the rapid pace of urbanization, there’s an increasing demand for efficient and sustainable power solutions, and ABB’s advancements in smart grids and renewable energy integration are pivotal in meeting the demands of this transition….

Spotlight MP Materials: Mining the Future of Rare Earth Materials September 11, 2023

By Brian Clark in Knowledge Leaders

MP Materials is a leader in mining rare earth materials. With a mission of “Powering Progress,” this Knowledge Leader aims to not only produce materials that are critical to the modern economy but also to ensure these vital materials are harnessed in an environmentally friendly…

Spotlight ON Semiconductor: From Motorola’s Shadow to Global Luminary September 07, 2023

By Brian Clark in Knowledge Leaders

ON Semiconductor is a semiconductor supplier based in Scottsdale, Arizona. Known as “onsemi” for short, this Knowledge Leader is a global leader in intelligent power and sensing solutions for industries ranging from automotive to industrial, and from 5G & cloud power to medical solutions. Founded…

A Consumer Credit Cycle Has Begun September 05, 2023

By Steven Vannelli, CFA in Economy, Markets

With government stimulus over, accumulated savings starting to become depleted, rents soaring, and student loans about to switch back on, it appears a credit cycle has begun where borrowers struggle to fulfill their financial commitments. In the charts below, we identify the overall delinquency rate…

Spotlight Xylem: Pioneering Water Solutions for a Thirsty World August 30, 2023

By Brian Clark in Knowledge Leaders

Xylem is a leading innovator of water solutions. This Knowledge Leader harnesses smart technology to provide water, wastewater, and energy solutions to a diverse range of sectors, from agriculture and aquaculture to commercial buildings and energy. The company’s mission is deeply rooted in addressing the…

JOLTED: Job Openings Suggest Labor Pressures Abating August 29, 2023

By Steven Vannelli, CFA in Economy

Today the monthly Job Openings and Labor Turnover survey came out for the month of July. Expectations were for 9.5 million job openings, but the actual figure came in at 8.87 million, representing the biggest miss in recent history. This miss is further evidence that…

Spotlight Siemens AG: From Dynamo Days to Digital Displays August 28, 2023

By Knowledge Leaders Team in Knowledge Leaders

Siemens AG is a global leader in electrification, automation, and digitalization. With headquarters in Munich, Germany, this multinational conglomerate has etched its mark on industries ranging from energy to healthcare. For Siemens, the problems of today are the opportunities of tomorrow. The company recognizes that the…

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Companies are selected for “Spotlights” based on high levels of innovation activities in their respective 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 or inclusion as a KLC holding.