Blog

(VIDEO) Our Hidden Gem from Inside ETFs Last Week February 22, 2019

By Knowledge Leaders Team in Knowledge Leaders, News

Last week we were selected as a “Hidden Gem” at the Inside ETF conference in Hollywood, Florida. Steven Vannelli gave a 3-minute pitch on our investment strategy. Here’s what he said. Knowledge Leaders Hidden Gems 3-min Pitch   “Hidden Gems” are 12 under-the-radar ETF ideas…

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The Credit Markets Have Stalled February 15, 2019

By Steven Vannelli, CFA in Markets

Credit markets often move before the equity markets, and this can offer helpful information about the near-term path of equity prices. In general, I like to see credit confirming what the equity markets seem to be saying. When credit stalls, like it is now, I…

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Currency Markets & Knightian Uncertainty February 08, 2019

By Steven Vannelli, CFA in Economy, Markets

Knightian uncertainty is named after University of Chicago economist Frank Knight (1885–1972), who distinguished risk and uncertainty in his work Risk, Uncertainty, and Profit: “Uncertainty must be taken in a sense radically distinct from the familiar notion of Risk, from which it has never been properly separated…. The essential fact is that ‘risk’ means…

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A New Year, New Expectations in the US Treasury Market January 31, 2019

By Steven Vannelli, CFA in Markets

The slide in oil prices in October accounted for most of the move in 10-Year US Treasury bonds via the inflation risk component of the term premium. The two series are always highly correlated and this is a mechanism through which oil price changes are…

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Geopolitics Outlook 2019: Q&A with Peter Zeihan January 04, 2019

By Knowledge Leaders Team in News

As the year ended with global unknowns and market uncertainties weighing on investors’ minds, we sat down with geopolitical strategist Peter Zeihan to discuss his outlook for 2019. His top predictions included calls on Brexit, a US-Britain trade deal, China’s exit from world trade, new…

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Spotlight Novozymes: An Innovation Catalyst December 13, 2018

By Knowledge Leaders Team in Knowledge Leaders

For decades, industries worldwide have used toxic chemicals like fertilizers, pesticides and antibiotics that are harmful to people and the environment to drive profits. Denmark-based Novozymes is working to replace those chemical processes with enzymes, naturally derived proteins that initiate biochemical reactions. This Knowledge Leader…

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Prognosis for Fourth Quarter Growth December 06, 2018

By Steven Vannelli, CFA in Economy, Markets

One of the more well-recognized Now-Casting data series is the GDPNow series produced by the Federal Reserve of Atlanta. Every day they incorporate economic data releases and update their estimate for GDP growth in the current quarter. GDPNow is a great source of information on…

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