innovation Tag

AXS Investments to Acquire Knowledge Leaders Capital

04 Oct, by Steven Vannelli, CFA in Knowledge Leaders, News

We're delighted to share some firm news today: AXS Investments to Acquire Knowledge Leaders Capital, Adding Unique ETFs and Industry Pioneers to its Growing Team NEW YORK, Oct. 4, 2023 /PRNewswire/ -- AXS Investments, a leading asset manager providing access to alternative investments for growth, income and diversification, is today announcing...

Spotlight Xylem: Pioneering Water Solutions for a Thirsty World

30 Aug, by Knowledge Leaders Team in Knowledge Leaders

Xylem is a leading innovator of water solutions. This Knowledge Leader harnesses smart technology to provide water, wastewater, and energy solutions to a diverse range of sectors, from agriculture and aquaculture to commercial buildings and energy. The company's mission is deeply rooted in addressing the...

Spotlight Siemens AG: From Dynamo Days to Digital Displays

28 Aug, by Knowledge Leaders Team in Knowledge Leaders

Siemens AG is a global leader in electrification, automation, and digitalization. With headquarters in Munich, Germany, this multinational conglomerate has etched its mark on industries ranging from energy to healthcare. For Siemens, the problems of today are the opportunities of tomorrow. The company recognizes that the...

Spotlight Panasonic: From Lightbulb Sockets to Global Luminary

14 Aug, by Knowledge Leaders Team in Knowledge Leaders

Global electronics titan Panasonic is renowned for its innovative products that touch almost every facet of our daily lives. In a recent interview, Panasonic's CEO, Yuki Kusumi, described the firm’s mission. "Innovation is in our DNA. But it's not just about being the first; it's...

Spotlight Alphabet: The A to Z of Technological Revolution

01 Aug, by Knowledge Leaders Team in Knowledge Leaders

Alphabet Inc., the umbrella organization encompassing Google, is a global conglomerate that has revolutionized the world by organizing information and making it universally accessible and beneficial. The company's array of products, from Google Search to Google Maps, Gmail, and Google Cloud, are all designed to...

Spotlight Fujitsu: From Tokyo to Tomorrow

31 Jul, by Knowledge Leaders Team in Knowledge Leaders

Fujitsu is a multinational IT equipment and services leader. Headquartered in Tokyo, Japan, this Knowledge Leader has been on the forefront of technological innovation for over eight decades. In a recent interview, CEO Takahito Tokita said, "Our goal is to create value through technology. We want...

Spotlight Amazon: The Jungle Where Innovation Roars

13 Jul, by Knowledge Leaders Team 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 convenience...

Spotlight Microsoft: A Symphony of Innovation

10 Jul, 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...

DM Asia Pharmaceuticals & Biotech: Worth A Second Look?

31 Mar, by Knowledge Leaders Team in Knowledge Leaders, Markets

Pharma and biotech in developed Asia has been among the region’s worst performing industry groups in the last year, but our research suggests that their recent underperformance may be somewhat overblown. Recent performance places these companies squarely in the bottom fifth of industry groups for...

Mid-Quarter Update: The Globalization Myth

17 Feb, by Steven Vannelli, CFA in Economy, Markets

The common narrative is that we’ve (the US) been enjoying a long period of globalization and now that it is going into reverse, it will upend many of the benefits brought by globalization, to the US in particular. We think this is the wrong way...

Steve Vannelli Interview on ARK Invest’s “For Your Innovation” Podcast

17 Nov, by Knowledge Leaders Team in News

After our recent quarterly report, "Has Innovation Bottomed?" ​​​​Knowledge Leaders Capital CEO and CIO Steven Vannelli, CFA, was invited to be a guest on ARK Invest's For Your Innovation Podcast. In the episode below, Steve and ARK Invest's Renato Leggi, CFA, CAIA, discuss not only the...

Mid-Quarter Update: Spheres of Innovation

14 Nov, by Steven Vannelli, CFA in Knowledge Leaders, Portfolio Management

We believe highly innovative companies, when accounted for properly, are cheaper than their non-innovative peers in all regions of the world. Below in our Mid-Quarter Update, we map the spheres of innovation in the developed world. Prefer to download this presentation in PDF? Please click here.   1.Summary We...

International Innovation

02 Nov, by Steven Vannelli, CFA in Knowledge Leaders, Markets, Portfolio Management

Investors in innovation tend to focus on the US exclusively, and some of that is for good reason as the US spends more than any other country on research and development. But there are many innovative companies outside the US that spend substantial sums on...

Knowledge Leaders US Mid-Large Innovation Analysis

25 Oct, by Steven Vannelli, CFA in Knowledge Leaders, Markets

In recent reports, we’ve been highlighting that innovation—as a factor represented by R&D as % of sales—has stopped underperforming and it is selling for an attractive valuation. We used the S&P 500, Russell 2000 and other off-the-shelf indexes. Today we will highlight one of our...