Knowledge Leaders

Daily Financial Markets Chart Wrap September 22, 2015

Posted by Bryce Coward, CFA in Knowledge Leaders, Markets

Highlights: Substantial weakness out of Europe dragged down US stocks initially and they were unable to overcome the selling pressure despite a rally attempt that began in the early afternoon US stocks finished down 1.2% on the day with all 10 economic sectors down at…

Daily Financial Markets Chart Wrap September 21, 2015

Posted by Bryce Coward, CFA in Knowledge Leaders, Markets

Choppy day for global stocks as overnight weakness out of Japan was met with mixed review in Europe that dragged US stocks down until the European close, with they subsequently rebounded for a nice gain of .5% Sector leadership, including the after hours session had…

Daily Financial Markets Chart Wrap September 18, 2015

Posted by Bryce Coward, CFA in Knowledge Leaders, Markets

Highlights: Well that was quick. All it took was steady Fed to make the Energy space completely unravel. US stocks were lower by 1.6% with persistent selling throughout the session Importantly, Energy stocks were down 2.5% and their 2-day performance is by far the worst…

Daily Financial Markets Chart Wrap September 17, 2015

Posted by Bryce Coward, CFA in Knowledge Leaders, Markets

Highlights: The Fed did not raise rates today…again US stocks were lower by .3% despite a good amount of gyration around the release of the Fed decision The North American session was led by counter-cyclical sectors of Utilities, Health Care and Consumer Discretionary with Energy…

Daily Financial Markets Chart Wrap September 16, 2015

Posted by Bryce Coward, CFA in Knowledge Leaders, Markets

Highlights: To our eye the stock markets became more confident that the Fed will not raise rates tomorrow US stocks were higher by .9% with persistent buying throughout the day The North American session was led by cyclical sectors of Energy, Materials and Consumer Discretionary…

Daily Financial Markets Chart Wrap September 15, 2015

Posted by Bryce Coward, CFA in Knowledge Leaders, Markets

Highlights: To our eye the stock markets clearly took the position that the Fed will not raise rates on Thursday US stocks were higher by 1.3% with persistent buying throughout the day The North American session was led by Industrials (+1.7%), Health Care (+1.4%) and Financials…

Daily Financial Markets Chart Wrap September 14, 2015

Posted by Bryce Coward, CFA in Knowledge Leaders, Markets

Highlights: Equities were down modestly on the day with selling in Asia and Europe carrying over through the first part of the US session US stocks finished down .4% and despite a few attempts to rally they basically bounced around the low end of the…

Daily Financial Markets Chart Wrap September 11, 2015

Posted by Bryce Coward, CFA in Knowledge Leaders, Markets

Highlights: Equities were again mixed on the day with Asia and the North America up and Europe down a bit US stocks finished up .5% as a small mid-day selloff was erased in the afternoon with stocks finishing on the highs Health Care, Tech and…

Daily Financial Markets Chart Wrap September 10, 2015

Posted by Bryce Coward, CFA in Knowledge Leaders, Markets

Highlights: Equities continued yesterday’s late-day wrought throughout the Asian session and into Europe US stocks finished up .5%, but another afternoon selloff erased much of an earlier gain Tech was the standout today, followed by Health Care and Industrial as Energy, Telecom, and Utilities brought…

Five Reasons Now is the Time to Hold Equities August 28, 2015

Posted by Steven Vannelli, CFA in Knowledge Leaders, Markets, News, Portfolio Management

After the recent correction, many investors are asking how to respond in their portfolios. I’m recommending clients hold on to equity exposure, even consider increasing it. Below, I run through my case. Reason 1: Valuations For the first time since 1956, the dividend yield on…

Knowledge Leaders are Holding Their Own in the Selloff August 24, 2015

Posted by Bryce Coward, CFA in Knowledge Leaders, Markets

We’ve been highlighting the carnage in both the developed markets and emerging markets recently, but it’s important to point that not all stocks are suffering as badly as the headline indexes. Our group of global Knowledge Leaders is faring considerably better than the whole, especially…

How Exposed is Your Developed Markets ETF to Chinese Slowing? August 19, 2015

Posted by Bryce Coward, CFA in Economy, Knowledge Leaders, Markets, Portfolio Management

Many investors in ETFs that focus on developed market stocks may be more exposed to slowing Chinese and emerging market growth than they realize. China and other emerging markets have become a larger and larger driver of global growth, but their slowing growth rates affect…

Is There a Relationship Between Innovation and Stock Price? — A Killer Innovations Interview August 18, 2015

Posted by Knowledge Leaders Team in Knowledge Leaders

Last week, Steve Vannelli was a guest on Killer Innovations Radio, a show about ideas, creativity and innovation — where leading innovators discuss how to go from ideas to breakthroughs. He discussed a few companies that make the cut as Knowledge Leaders, some on their way out…

An Update on the Washout in EM Stocks – Getting Closer August 18, 2015

Posted by Bryce Coward, CFA in Knowledge Leaders, Markets, Portfolio Management

About two weeks ago we highlighted the washout in EM stocks and mentioned that they will be interesting soon, but not quite yet. Given the continued weakness in EM stocks, we thought we’d provide an update. In summary, EM stocks have continued to struggle with…

Our Take on the Chinese Currency Move: More About Rebalancing than Devaluation August 14, 2015

Posted by Bryce Coward, CFA in Economy, Knowledge Leaders, Markets

China has seen better days. Its economy, while far from falling off a cliff, is in the midst of a generational rebalancing act whereby it must simultaneously cut the rate of investment growth and raise the rate of consumption growth. If it fails to do…

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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.