US Tag

US PMIs Show the Fed Walking a Fine Line

25 Jan, by Brian Clark in Economy

The US Purchasing Managers Composite Index (PMI) increased in January to 46.6 from 45 in December, representing a slowing economy but slightly less pessimistic than expected and better than the month before. As a preliminary release for January, this US PMI report gives investors 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...

Spotlight Masimo: Sensing Better Health Outcomes

07 Oct, by Knowledge Leaders Team in Knowledge Leaders

Irvine, California-based Masimo makes non-invasive patient monitoring, measuring and sensing technologies that improve patient care in the hospital, the home, and on the go. When the COVID-19 pandemic hit, Masimo found itself in a unique position to support the urgent needs of both clinicians and patients...

Spotlight Kforce: Creating the Workplace of the Future

19 May, by Knowledge Leaders Team in Knowledge Leaders

Kforce is a professional staffing and technology firm headquartered in Tampa, Florida. Each year this Knowledge Leader provides more than 30,000 opportunities to professionals who work for 3,000 clients, including a significant majority of the Fortune 500. Founded in 1962, this firm’s intellectual property is...

Spotlight PulteGroup: Building Homes to Embrace Change

18 Mar, by Knowledge Leaders Team in Knowledge Leaders

The third largest homebuilder in the US, PulteGroup builds and sells homes in 40 cities across the country. As such, it has benefitted from new and emerging pandemic trends, including an increased preference for single-family living and ongoing remote work. This Atlanta, Georgia-based Knowledge Leader...

Runs, Slumps & Tactical Allocation

26 Mar, by Knowledge Leaders Team in Portfolio Management

Similar to a basketball player with a ”hot hand”, stocks go on statistical runs.  And similar to a player with a ”cold streak”, stocks have slumps.  Over time, with a proper perspective, it is easy to measure the extent to which these runs and slumps...

Australian Consumer Confidence Points to Lower Output in US and China

10 Sep, by Knowledge Leaders Team in Uncategorized

Australia, being one of the world’s biggest commodity producers, finds itself at the very beginning of the global supply chain for infrastructure investment and many manufactured products. It makes sense then, that magnitude and directional changes in the pace of global investment and consumption would...

US Home Prices Rise In July

02 Sep, by Knowledge Leaders Team in Uncategorized

CoreLogic released their home price index for July today and it showed another 1.25% month-over-month gain in June (including distressed sales). Their index is 7.4% higher than one year ago. If you exclude distressed sales, house prices still rose by 1.07% in July and are...