Global Clients, Global Portfolios
Research commentary published April 2013 – September 2017
3 entries · December 9, 2014 to December 31, 2014
December 31, 2014 · by James C · Filed under Uncategorized
The Accuvest Team invites you to download our Big Picture View for the 1st half of 2015. In the pages of our Outlook, we will provide some insight as to why the 2nd half of 2014 played out the way…
December 19, 2014 · by James C · Filed under Weekly Chart Book
Please use the link below to access this week’s update on global financial conditions, fixed income markets, world equities, economic data, major currencies, and commodities. Feel free to contact us with any questions or requests. Best Regards, James disclosure: The…
December 9, 2014 · by David A · Filed under Monthly Portfolio Notes
Notable Moves to the Upside… Spain… moved from an underweight position to a neutral weighting. Valuation metrics and fundamentals both showed improvements in November. Spain has the highest growth in EPS over the last year and has the 4th highest…