Blog

Spotlight NTT: Dialing Up the Future July 26, 2023

By Knowledge Leaders Team in Knowledge Leaders

Based in Tokyo, Japan, Nippon Telegraph and Telephone Corporation (NTT) is a global leader in information and communications technology (ICT) solutions. In a recent statement, CEO Jun Sawada emphasized NTT’s commitment to continuous innovation and growth, noting the company is not only focused on expanding…

Spotlight SAP: The Digital Alchemist Transmuting Business Processes July 24, 2023

By Austin Mann in Knowledge Leaders

SAP is a world leader in enterprise software headquartered in Walldorf, Germany. This Knowledge Leader is on a mission to help businesses of all sizes and across all industries solve complex problems with its integrated suite of applications and services. A Journey from Startup to…

Spotlight Nvidia: The GPU Guru Shaping Tomorrow July 20, 2023

By Brian Clark in Knowledge Leaders

Headquartered in Santa Clara, California, Nvidia is a trailblazer of accelerated computing. This Knowledge Leader has been instrumental in revolutionizing today’s technology landscape in a range of areas from enhancing graphics for immersive gaming experiences to turbocharging scientific research and steering the future of autonomous…

Spotlight NEC: Navigating the Electronic Century July 19, 2023

By Knowledge Leaders Team in Knowledge Leaders

Headquartered in Tokyo, Japan, NEC Corporation is a global leader in IT and network technologies. This Knowledge Leader aims to provide solutions that can help societies overcome complex challenges. For example, NEC makes biometric identification systems, video analytics systems, and digital government solutions designed to…

Spotlight Nokia: The Unseen Conductor of Global Connectivity July 13, 2023

By Austin Mann in Knowledge Leaders

Nokia Corporation is a global leader in networking. Based in Espoo, Finland, this Knowledge Leader’s mission is to bring together the world’s people, machines, and devices to realize the potential of digital in every industry. Nokia’s CEO Pekka Lundmark often emphasizes the company’s ambition to…

Spotlight Amazon: The Jungle Where Innovation Roars July 13, 2023

By Brian Clark in Knowledge Leaders

Amazon is the world’s largest online retailer and a prominent player in the field of cloud services, digital streaming, and artificial intelligence. This Knowledge Leader has redefined the landscape of e-commerce and technology. At its core, Amazon seeks to solve the problem of accessibility and…

Spotlight Microsoft: A Symphony of Innovation July 10, 2023

By Knowledge Leaders Team in Knowledge Leaders

Tech giant Microsoft is on a mission to use technology to solve some of the world’s most pressing problems. From improving accessibility for people with disabilities through AI-driven solutions like Seeing AI, to democratizing education through platforms like Microsoft Teams, the company is leveraging its…

Quarterly Strategy Report: Seeking to Unlock Value in Japan June 29, 2023

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

In our Quarterly Strategy Update, we explore the changes that have been occurring in Japan and why we hold a favorable investment stance toward Japanese equities in the Knowledge Leaders Strategies. To download slides in PDF, please click here. Sign up for reports from…

BOE Doves Take Hawkish Stance June 23, 2023

By Austin Mann in Economy, Markets

The Bank of England surprised market participants yesterday morning when they raised the Official Bank Rate by a full half point to 5.00%. The move caught traders off guard as the BOE had chosen to raise rates by only a quarter percentage point at each…

Hanging Tough? AI Sentiment Shows Hawkish Fed June 22, 2023

By Brian Clark in Economy, Markets, News

After yesterday’s testimony by Fed Chair Jerome Powell to the US House of Representatives I analyzed its sentiment on key issues compared to his previous four FOMC policy statements, using ChatGPT. The table below shows the results. Unsurprisingly, ChatGPT left the sentiment for both inflation…

Disclosures

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

Any reference to Index performance does not represent the performance of any investment product offered by Knowledge Leaders Capital, LLC. An investor cannot invest directly in an index. 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.

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.