Global Clients, Global Portfolios
Research commentary published April 2013 – September 2017
19 entries · April 4, 2013 to December 20, 2013
December 20, 2013 · by James C
Please use the AGA Weekly Chartbook link below to access this week’s Chart Book. Financial Market Update: The Federal Reserve initiated “QE Taper” this week, monthly purchases will drop from $85B to $75B Equities finished the week higher as did…
December 13, 2013 · by James C
Thank you for visiting AccuvestBlog.com. Please use the AGA Weekly Chartbook link below to access this week’s Chart Book and Heat Map. Best Regards, James disclosure: The opinions expressed in this Weekly Chart Book report are those of the author.…
December 12, 2013 · by James C
Out of 32 countries, Russia is ranked first in valuation. In this article, we discuss the metrics behind this #1 ranking, as well as growth and inflation concerns that could effect the country’s value. Russia could represent a relatively low…
December 11, 2013 · by David A
This month, Japan improved on its position as the #1 country in the model, as they continue to show a balanced profile with all four factor groups in the top ten of the model. Meanwhile, Norway was the newest European…
December 6, 2013 · by James C
Thank you for visiting AccuvestBlog.com. Please use the AGA Weekly Chartbook link below to access this week’s Chart Book, Financial Market Update, and Heat Map. Best Regards, James disclosure: The opinions expressed in this Weekly Chart Book report are those…
November 22, 2013 · by James C
Thank you for visiting AccuvestBlog.com. Please use the AGA Weekly Chartbook link below to access this week’s Chart Book, Financial Market Update, and Heat Map. Best Regards, James disclosure: The opinions expressed in this Weekly Chart Book report are those…
November 12, 2013 · by David A
The November model shows emerging markets and European markets with the biggest upside moves, while Japan had the biggest relative to move to the downside. Despite this, Japan still remains the most attractive country in the model. Along with the…
November 8, 2013 · by James C
Thank you for visiting AccuvestBlog.com. Please use the AGA Weekly Chartbook link below to access this week’s Chart Book, Financial Market Update, and Heat Map. Best Regards, James disclosure: The opinions expressed in this Weekly Chart Book report are those…
November 1, 2013 · by James C
Thank you for visiting AccuvestBlog.com. Please use the AGA Weekly Chartbook link below to access this week’s Chart Book, Financial Market Update, and Heat Map. Best Regards, James disclosure: The opinions expressed in this Weekly Chart Book report are those…
October 25, 2013 · by James C
Thank you for visiting AccuvestBlog.com. Please use the “AGA Weekly Chartbook” link below to access this week’s Chart Book, Financial Market Update, and Heat Map. Best Regards, James disclosure: The opinions expressed in this Weekly Chart Book report are those…
October 11, 2013 · by James C
Thank you for visiting AccuvestBlog.com. Please use the “AGA Weekly Chartbook” link above to access this week’s Chart Book, Financial Market Update, and Heat Map. Best Regards, James disclosure: The opinions expressed in this Weekly Chart Book report are those…
October 4, 2013
Thank you for visiting AccuvestBlog.com. Please use the “AGA Weekly Chartbook” link above to access this week’s Chart Book, Financial Market Update, and Heat Map. Best Regards, James disclosure: The opinions expressed in this Weekly Chart Book report are those…
October 3, 2013
Thus far in 2013, global equities have been largely led by developed markets. Returns and economic growth have been highly disparate amongst countries with many markets revealing exposure to the risk of higher US interest rates. Equities, Fixed Income, and…
September 27, 2013
Thank you for visiting AccuvestBlog.com. Please use the “AGA Weekly Chartbook” link above to access this week’s Chart Book, Financial Market Update, and Heat Map. Best Regards, James disclosure: The opinions expressed in this Weekly Chart Book report are those…
September 13, 2013
Thank you for visiting AccuvestBlog.com. Please use the “AGA Weekly Chartbook” link above to access this week’s Chart Book, Financial Market Update, and Heat Map. Best Regards, James disclosure: The opinions expressed in this Weekly Chart Book report are those…
June 14, 2013
1. Global Financial Conditions Global Financial Conditions have deteriorated over this month; Macro Risk and Investor Stress is increasing The S&P 500 has tested and held near-term support at the 50 day moving average With global economic growth still rather…
June 12, 2013
Over the last week we have received a fair amount of interest concerning our view of Turkey’s stock market, given their current political unrest. To address some of the concerns in that market, our portfolio management team has put together…
June 12, 2013
Japan & Turkey remain at the top of our model while Germany ranks 3rd. The United States & Thailand are 4th & 5th again respectively with South Korea moving into the June model. Global Landscape The United States continues to…
April 4, 2013
Please see the above link regarding Accuvest’s Big Picture View (BPV). This document captures our investment committee views as we head into the 2nd quarter. The last two pages of the document summarize our views, allocations and themes. Feel free…