Blog

China’s Potential to Alleviate Global Inflation April 07, 2022

By Steven Vannelli, CFA in Economy

For a confluence of reasons ranging from COVID to property sector problems, China has been experiencing slower growth. Many cross-asset relationships suggest that a devaluation in China could help spur growth. Whether this will happen is another story, but if the Chinese Yuan began a…

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Headquartered in Basel, Switzerland, Roche is one of the largest biotech companies in the world, providing state-of-the-art diagnostics and treatments for serious diseases, including COVID-19. Speaking of which, over the last two years, the firm has delivered a world-leading portfolio of diagnostic tests for COVID…

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Spotlight Sanofi: Reinvention in its DNA March 24, 2022

By Knowledge Leaders Team in Knowledge Leaders

Sanofi is one of the largest pharmaceutical companies in the world. Headquartered in Paris, France, this Knowledge Leader’s roots go back to the 1800s, to French chemist Louis Pasteur’s early vaccine discoveries, leading to the founding of the Pasteur Institute for research, eventually becoming part…

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The third largest homebuilder in the US, PulteGroup builds and sells homes in 40 cities across the country. As such, it has benefitted from new and emerging pandemic trends, including an increased preference for single-family living and ongoing remote work. This Atlanta, Georgia-based Knowledge Leader…

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Is Powell’s Confidence Shared by the Rest of the FOMC? March 17, 2022

By Steven Vannelli, CFA in Economy

While many commentators scratched their heads at the Fed’s latest summary of economic projections (SEP), the market took its cue from Chairman Powell’s suggestion the US economy can withstand a barrage of rate increases this year without negatively impacting growth. In addition to the SEP,…

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Spotlight Equifax: Building Credit for 123 Years March 16, 2022

By Knowledge Leaders Team in Knowledge Leaders

Known for its status as one of the top three US credit bureaus, Equifax is a global data analytics company with a goal of “helping people live their financial best.” The firm was founded in 1898 by two brothers, Cator and Guy Woolford. The former,…

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For more than 100 years, Belden has been a leader in designing and manufacturing the cables and wires connecting the infrastructure that controls our roads, buildings, factories, energy supplies and homes. Founded in 1902 by Joseph C. Belden in Chicago, Illinois, the firm’s first breakthrough…

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Will They or Won’t They? March 08, 2022

By Steven Vannelli, CFA in Markets, News

The Federal Reserve has all but cemented expectations for a 25bps rate hike next week. But, events have changed a lot in the last couple weeks that raise a faint hint that the Fed may not hike, despite elevated, persistent inflation. What makes us question…

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Is It Time to Find New Hedges? March 02, 2022

By Steven Vannelli, CFA in Markets, Portfolio Management

2022 has been a tough year so far for risk management. This appears to us related to the inflation problem the US is experiencing.  As long as inflation persists, the ineffectiveness of duration will likely persist. We think inflation will persist and are thus broadening…

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