By James C
Weakness in Russian equities, FX, and Fixed Income is likely to persist in the near to medium-term as more sanctions are likely to follow last week’s US-EU coordinated increase in pressure on Putin and Russian leadership. Russia is a HOLD on … [Read More...]
By David G
In a previous whitepaper, we looked at using Momentum as a factor when investing across countries, and found it to be effective in generating outperformance vs. the benchmark. The full text can be found here. As investors who are biased towards … [Read More...]
By James C
Read all of our Charts to Watch for the week of August 15th here. It had been 6 months (January 22, 2014) since the MSCI All Country World Index experienced a 5% correction (or consolidation) in equity prices. Sell-offs in the midst of … [Read More...]
By Brad J
The Accuvest Team invites you to download our Big Picture View for the 2nd half of 2014. In the pages of our Outlook, we will provide some insight as to why the 1st half of 2014 played out the way it did, what the 2nd half might bring, and most importantly, how our allocation and implementation strategies will benefit from what could be a powerful rotation in the financial markets. As always, the comments are not to recommend a certain strategy or product, rather to outline how our management process should work in the current market environment.
Hopefully our thoughts and commentary are useful and insightful, and we encourage your comments and questions below.
From all of us at Accuvest, best wishes as we begin the 3rd Quarter!