Global Clients, Global Portfolios
Research commentary published April 2013 – September 2017
10 entries · April 4, 2014 to April 25, 2014
April 25, 2014 · by James C · Filed under Weekly Chart Book
Please use the link below to access the Weekly Chartbook. Best Regards, James disclosure: The opinions expressed in this Weekly Chart Book report are those of the author. The materials and commentary are strictly informational and should be used for…
April 24, 2014 · by James C · Filed under Big Picture View
In our last post we discussed the attractiveness of European equities in aggregate, and assessed the pros and cons of implementing this regional investment theme with a market capitalization weighted ETF (VGK – Vanguard). It was our conclusion that the…
April 23, 2014 · by James C · Filed under Big Picture View
A bullish investor consensus for European equities appears to be building. More and more, we are hearing and reading that European equities are attractive and undervalued. It may be the right time for greater exposure to developed international equities, and…
April 17, 2014 · by James C · Filed under Weekly Chart Book
Please use the link below to access the Weekly Chartbook. Best Regards, James disclosure: The opinions expressed in this Weekly Chart Book report are those of the author. The materials and commentary are strictly informational and should be used for…
April 16, 2014 · by Brad J · Filed under Highlights
In recent travels and presentations, I was asked frequently about Israel. How is it that the Israeli market is #2 in our country ranking methodology? It seems as though the country is off the radar screen of most investors, so…
April 14, 2014 · by David G · Filed under Highlights
Global multi-factor investing is a passion of ours, and as such, we like to pay attention to what others are writing on the subject. In a recent blog post on ETF.com, Larry Swedroe provided a nice summary of a couple…
April 11, 2014 · by James C · Filed under Weekly Chart Book
Please use the link below to access the Weekly Chartbook. Best Regards, James disclosure: The opinions expressed in this Weekly Chart Book report are those of the author. The materials and commentary are strictly informational and should be used for…
April 11, 2014 · by James C · Filed under Highlights
In an effort to update you on the Accuvest “U.S. Banking & Financial Services” investment theme, we have restated the core tenants of our positive outlook in 3 points below. In addition to monitoring these primary drivers, we are interested…
April 8, 2014 · by David A · Filed under Monthly Portfolio Notes
This month, some emerging markets had a strong performance while the three largest constituents in the MSCI ACWI Index stalled. Latin America, which was down -20.82% over the last 12 months, had a great month up 8.82%. While some European…
April 4, 2014 · by James C · Filed under Weekly Chart Book
Please use the link below to access the Weekly Chartbook. Best Regards, James disclosure: The opinions expressed in this Weekly Chart Book report are those of the author. The materials and commentary are strictly informational and should be used for…