Knowledge Leaders

Spotlight Subsea 7: Submerged in the Energy Transition June 28, 2021

Posted by Knowledge Leaders Team in Knowledge Leaders

Subsea 7 works under the water, at all depths, providing engineering, construction, specialty technologies and maintenance for the offshore energy industry from traditional oil rigs to renewable energy. As owner and operator of one of the most advanced fleets of ships and remote-operated underwater vehicles…

Read More

Spotlight B&M European Value: The UK’s Essential Retailer June 25, 2021

Posted by Knowledge Leaders Team in Knowledge Leaders

With 600 stores in the UK, B&M European Value is a leading British retailer of discount goods, including groceries and general merchandise. It’s this company’s unique business model which differentiates B&M and keeps it growing consistently. By focusing on stocking a limited assortment of only…

Read More

Germany-based Evonik is a world leader in specialty chemicals, describing its contribution as “those small amounts of material that make a big difference.” Big indeed: this year the company began delivering the lipid nanoparticle shell for the Pfizer-BioNTech COVID-19 vaccine, a protective shell that transports…

Read More

During the pandemic, Brussels, Belgium-based materials manufacturer Solvay provided hydrogen peroxide, hand sanitizer, face shields and financial assistance to families in distress. Founder Ernest Solvay, who believed mankind’s progress would be driven by science and took a humanitarian view on corporate growth, would have approved….

Read More

Reflation and Rotation April 20, 2021

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

In this Q1 2021 slide presentation of our quarterly strategy report, we discuss the following topics: -The level of speculative activity in markets this year has been extreme in our view. More money has come into world stock markets in the last 5 months than…

Read More

Spotlight Richemont: Luxury Brands, Gen Z-Style April 06, 2021

Posted by Knowledge Leaders Team in Knowledge Leaders

Switzerland’s Richemont was founded in 1988, after being spun off from the Rembrandt Group by Johann Rupert, who remains chairman today. The luxury products group’s 25 “maisons” or houses, are united in the firm’s quest for creativity, innovation and excellence. In addition to luxury brands…

Read More

Spotlight LVMH: Bernard Arnault’s Luxury Empire March 29, 2021

Posted by Knowledge Leaders Team in Knowledge Leaders

LVMH Moët Hennessy Louis Vuitton is a leading global luxury brands group. Made up of 75 product “maisons,” or houses, including wine and spirits, fashion and leather goods, perfumes and cosmetics, watches and jewelry, and other retail including Paris department store Le Bon Marché, the…

Read More