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Mastery in Sustainable Energy Innovation

Honeywell International Inc. is a global leader in diversified technology and manufacturing. As sectors like aerospace and construction undergo rapid changes, there’s a demand for solutions that boost efficiency while prioritizing safety.

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Wired for the Future

With the rapid pace of urbanization, there’s an increasing demand for efficient and sustainable power solutions, and ABB’s advancements in smart grids and renewable energy integration are pivotal in meeting the demands of this transition.

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From Motorola’s Shadow to Global Luminary

Known as “onsemi” for short, this Knowledge Leader is a global leader in intelligent power and sensing solutions for industries ranging from automotive to industrial, and from 5G & cloud power to medical solutions.

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A Consumer Credit Cycle Has Begun

With government stimulus over, accumulated savings starting to become depleted, rents soaring, and student loans about to switch back on, it appears a credit cycle has begun where borrowers struggle to fulfill their financial commitments.

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Pioneering Water Solutions for a Thirsty World

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.

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JOLTED: Job Openings Suggest Labor Pressures Abating

Today the monthly Job Openings and Labor Turnover survey came out for the month of July. Expectations were for 9.5 million job openings, but the actual figure came in at 8.87 million, representing the biggest miss in recent history.

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Lighting Up the World of Semiconductors

As the demand for faster, smaller, and more efficient electronic devices grows, so does the need for advanced semiconductor manufacturing techniques. Traditional methods have their limitations, and ASML’s mission revolves around transcending these boundaries.

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Dysfunction in China

Today was a disaster for Chinese economic data. In the table below, we can see that every single data point missed consensus expectations in the wrong direction. Activity undershot expectations across the board.

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Spotlight Alphabet: The A to Z of Technological Revolution

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.

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Spotlight Nvidia: The GPU Guru Shaping Tomorrow

This Knowledge Leader has been instrumental in revolutionizing today’s technology landscape in a range of areas from enhancing graphics for immersive gaming experiences to turbocharging scientific research and steering the future of autonomous vehicles.

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Spotlight NEC: Navigating the Electronic Century

This Knowledge Leader aims to provide solutions that can help societies overcome complex challenges. For example, NEC makes biometric identification systems, video analytics systems, and digital government solutions designed to improve the efficiency and transparency of government operations.

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Spotlight Amazon: The Jungle Where Innovation Roars

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.

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Spotlight Nokia: The Unseen Conductor of Global Connectivity

Nokia Corporation is a global leader in networking. Based in Espoo, Finland, this Knowledge Leader’s mission is to bring together the world’s people, machines, and devices to realize the potential of digital in every industry.

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Spotlight Microsoft: A Symphony of Innovation

Tech giant Microsoft is on a mission to use technology to solve some of the world’s most pressing problems.

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Quarterly Strategy Report: Seeking to Unlock Value in Japan

In our Quarterly Strategy Update, we explore the changes that have been occurring in Japan and why we hold a favorable investment stance toward Japanese equities in the Knowledge Leaders Strategies.