Gavekal Capital: Knowledge Leaders are Surging Ahead of the Pack in 2015

Wednesday, January 21, 2015

Knowledge Leaders are Surging Ahead of the Pack in 2015

2015 has so far thrown investors some curve balls in just three short weeks. Fortunately, one trend has remained firmly intact this year which is the outperformance of global Knowledge Leaders. Both of our publicly available indexes of Knowledge Leaders (one for DM and one for EM) have outperformed their respective benchmarks and the trend has even accelerated over the last week or so. Companies and investors are being rewarded, again in 2015, for investing in knowledge capital.

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