Archive by Author

Q&A with Author Peter Zeihan: How Shale is Reshaping America and the World

Absent Superpower

We recently met with geopolitical strategist Peter Zeihan to discuss world events since the American election and his new book, “The Absent Superpower,” released last month. In the book, Peter credits energy and resource innovations with reshaping the global geopolitical environment. He predicts by 2019, US oil production costs could drop to $25 per barrel, […]

Quarterly Update: Knowledge Leaders Strategy

page 8 graphic

In our new quarterly update report, Portfolio Manager Steven Vannelli, CFA, discusses the investment team’s recent analysis on two topics, including: 1. New portfolio opportunities. Huge innovation in the energy sector – and the US Shale Revolution specifically — has manifested into new portfolio opportunities. The US cost of production of oil has fallen by 50% over […]

Post-election Market Update & Conference Call

post-election-update-slide

Today Chief Investment Officer Steven Vannelli, CFA, hosted a conference call to share the investment team’s analysis of the global equity and fixed income markets one week after the election. Click the link below to download the presentation. DOWNLOAD SLIDES A recording of the call will be available for replay later this afternoon. Dial-in: 855.859.2056, conference […]

Author Q&A with Bloomberg TV’s ETF Expert Eric Balchunas

Balchunas

In our most recent book club selection — The Institutional ETF Toolbox — Author Eric Balchunas outlines what investors need to know about the changing landscape of investment products in a fast-moving format that makes this book well worth any investor’s valuable time. Balchunas quotes early adopters and power users of ETFs to illustrate how […]

Quarterly Strategy Update

1 - Copy - Copy (2)

This quarter, we explore the hypothesis that the modern era of Ricardian growth has ended. We further explore what this means for asset allocation and which types of stocks in particular should do well in this Ricardian hangover. Download our First Quarter 2016 Strategy & Analysis here. In 1817 David Ricardo wrote Principles of Political […]

This week: Quarterly Conference Calls

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 ET, Steve will host the first quarterly call on our […]

Today at 4:15pm ET: Knowledge Leaders Indexes Quarterly Conference Call

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  ID: 57950603 Download slides On July 8, 2015, we launched two […]

Is There a Relationship Between Innovation and Stock Price? — A Killer Innovations Interview

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 of Knowledge Leader  status, and three things business leaders should keep […]