--- title: "August 2014" url: https://accuvestblog.com/2014/08/ description: "Archived Accuvest Global Advisors entries published in August 2014." published: 2014-08-30 updated: 2014-08-30 --- # August 2014 Published 2014-08-30 9 entries · August 1, 2014 to August 30, 2014 ## [One Chart to Watch: Broken inflation expectations suggest interest rates lower, longer](https://accuvestblog.com/2014/08/30/charts-to-watch-global-market-update-august-29-2014/) August 30, 2014 · by [James C](https://accuvestblog.com/author/agajcalhoun/) · Filed under [Weekly Chart Book](https://accuvestblog.com/category/weekly-chart-book/) Breakeven inflation is the difference between the interest rate on Treasury bonds that are protected against inflation (TIPS) and nominal Treasury bonds, which are not. A breakeven rate is a measure of the inflation compensation an investor would need to… Issue attachment (not archived) Read all of our Charts to Watch for the week here. charts-to-watch-global-market-update-8-29-2014.pdf [Read this entry](https://accuvestblog.com/2014/08/30/charts-to-watch-global-market-update-august-29-2014/) ## [Country Selection 101 – Exploring the range of country returns](https://accuvestblog.com/2014/08/25/country-selection-101-exploring-the-range-of-country-returns/) August 25, 2014 · by [David A](https://accuvestblog.com/author/accuvestblog/) · Filed under [Big Picture View](https://accuvestblog.com/category/big-picture-view/), [Uncategorized](https://accuvestblog.com/category/uncategorized/) In Dave Garff’s 2011 whitepaper, , one of the most compelling charts was looking at the Monthly High-Low Range of country returns. The chart looked at 39 countries in both emerging and developed markets going back to 1991, and charted… Issue attachment (not archived) Do Countries Matter? white-paper-do-countries-matter-2011.pdf [Read this entry](https://accuvestblog.com/2014/08/25/country-selection-101-exploring-the-range-of-country-returns/) ## [Charts to Watch – Global Market Update – August 22, 2014](https://accuvestblog.com/2014/08/22/charts-to-watch-global-market-update-august-22-2014/) August 22, 2014 · by [James C](https://accuvestblog.com/author/agajcalhoun/) · Filed under [Weekly Chart Book](https://accuvestblog.com/category/weekly-chart-book/) Please use the link below to access this week’s update. 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… Issue attachment (not archived) Charts to Watch – Global Market Update – 8.22.2014 charts-to-watch-global-market-update-8-22-2014.pdf [Read this entry](https://accuvestblog.com/2014/08/22/charts-to-watch-global-market-update-august-22-2014/) ## [How to Capitalize on Economic Reform in India](https://accuvestblog.com/2014/08/20/how-to-capitalize-on-economic-reform-in-india/) August 20, 2014 · by [James C](https://accuvestblog.com/author/agajcalhoun/) · Filed under [Highlights](https://accuvestblog.com/category/highlights/) A review of the underlying exposures of India ETFs Summary Points Economic Reform is poised to unlock economic growth in India Stronger GDP growth will require substantial loan growth, benefiting Financials Loan growth will require bank recapitalization, especially for State… Issue attachment (not archived) Print this piece. how-to-capitalize-on-economic-reform-in-india-08-2014.pdf [Read this entry](https://accuvestblog.com/2014/08/20/how-to-capitalize-on-economic-reform-in-india/) ## [One Chart to Watch: U.S. & World Region Relative Strength during Sell-off](https://accuvestblog.com/2014/08/15/charts-to-watch-global-market-update-august-15-2014/) August 15, 2014 · by [James C](https://accuvestblog.com/author/agajcalhoun/) · Filed under [Weekly Chart Book](https://accuvestblog.com/category/weekly-chart-book/) 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 well-established bull market offer an opportunity to identify new market leadership… Issue attachment (not archived) Read all of our Charts to Watch for the week of August 15th here. charts-to-watch-global-market-update-8-15-2014.pdf [Read this entry](https://accuvestblog.com/2014/08/15/charts-to-watch-global-market-update-august-15-2014/) ## [4 Countries to Focus on in August](https://accuvestblog.com/2014/08/13/4-countries-to-focus-on-in-august/) August 13, 2014 · by [David A](https://accuvestblog.com/author/accuvestblog/) · Filed under [Monthly Portfolio Notes](https://accuvestblog.com/category/monthly-portfolio-notes/) Heading into August, we think that the 4 countries listed below warrant extra focus. Our complete list of country rankings can be 3 Points to set the Global Landscape Developed Europe has been a drag for investors who were chasing… Issue attachment (not archived) downloaded here country-portfolio-notes-8-20141.pdf [Read this entry](https://accuvestblog.com/2014/08/13/4-countries-to-focus-on-in-august/) ## [Charts to Watch – Global Market Update – August 8, 2014](https://accuvestblog.com/2014/08/08/charts-to-watch-global-market-update-august-8-2014/) August 8, 2014 · by [James C](https://accuvestblog.com/author/agajcalhoun/) · Filed under [Weekly Chart Book](https://accuvestblog.com/category/weekly-chart-book/) Please use the link below to access this week’s update. 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… Issue attachment (not archived) Charts to Watch – Global Market Update – 8.8.2014 charts-to-watch-global-market-update-8-8-2014.pdf [Read this entry](https://accuvestblog.com/2014/08/08/charts-to-watch-global-market-update-august-8-2014/) ## [What Countries are Hot: What should a momentum investor be looking at now?](https://accuvestblog.com/2014/08/06/what-should-a-momentum-investor-be-looking-at-now/) August 6, 2014 · by [David G](https://accuvestblog.com/author/agadavidgarff/) · Filed under [Big Picture View](https://accuvestblog.com/category/big-picture-view/) 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… [Read this entry](https://accuvestblog.com/2014/08/06/what-should-a-momentum-investor-be-looking-at-now/) ## [One Chart to Watch: The Japanese Yen vs. 10 Year Treasury Yields](https://accuvestblog.com/2014/08/01/what-to-watch-global-market-update-august-1-2014/) August 1, 2014 · by [James C](https://accuvestblog.com/author/agajcalhoun/) · Filed under [Weekly Chart Book](https://accuvestblog.com/category/weekly-chart-book/) Year to date, we have seen a high correlation between the Japanese Yen and the yield on the 10 Year US Treasury. The primary trend has been Yen strength with US 10 year yields moving lower. However, from July 17th… Issue attachment (not archived) Read all of our Charts to Watch for the week of August 1st here. charts-to-watch-global-market-update-8-1-2014.pdf [Read this entry](https://accuvestblog.com/2014/08/01/what-to-watch-global-market-update-august-1-2014/)