Knowledge Leaders

This week: Quarterly Conference Calls January 20, 2016

Posted by Knowledge Leaders Team in Knowledge Leaders, News

Portfolio Manager Steve Vannelli will host two quarterly conference calls to update investors on recent performance and outlook for the Gavekal Knowledge Leaders investment products. A US mutual fund call will take place tomorrow, January 21 at 4:15pm ET. On Friday, January 22 at 2pm…

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The Gavekal Knowledge Leaders Indexes continue to outperform benchmarks and actively managed funds. You’re invited to dial in to today’s quarterly index conference call.  Steve Vannelli will discuss recent performance and updates from September’s rebalance. Call details: Add Event Today, Oct. 15 at 4:15pm ET Dial-in: 877.515.8156 …

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Daily Financial Markets Chart Wrap September 28, 2015

Posted by Bryce Coward, CFA in Knowledge Leaders, Markets

Highlights: Testing the lows seems like an apt description of the action today in global stocks The weakness started in Japan with the Topix off 1.7% and then permeated Europe and culminated with the US market down about 2.6% Health Care (-2.8%), Energy (-3.6%) and…

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Daily Financial Markets Chart Wrap September 25, 2015

Posted by Bryce Coward, CFA in Knowledge Leaders, Markets

Highlights Despite strength throughout most the trading day, US stocks could not keep it together and ended up giving back the entirety of an almost 1% move Europe and Japan both finished up considerable, however, with Germany and France up just shy of 1% and…

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Daily Financial Markets Chart Wrap September 23, 2015

Posted by Bryce Coward, CFA in Knowledge Leaders, Markets

Highlights: The driver of today’s market price changes seemed to be the confirmation of further weakness out of China The Chinese Flash PMI was down three tenths to 47, which is the lowest reading since early 2009 US stocks finished down again on the day…

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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…

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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…

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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…

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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…

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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…

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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…

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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…

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