--- title: "2014 archive" url: https://accuvestblog.com/2014/ description: "Archived Accuvest Global Advisors entries published in 2014." published: 2014-12-31 updated: 2014-12-31 --- # 2014 archive Published 2014-12-31 81 entries · January 3, 2014 to December 31, 2014 - [December](https://accuvestblog.com/2014/12/) - [November](https://accuvestblog.com/2014/11/) - [October](https://accuvestblog.com/2014/10/) - [September](https://accuvestblog.com/2014/09/) - [August](https://accuvestblog.com/2014/08/) - [July](https://accuvestblog.com/2014/07/) - [June](https://accuvestblog.com/2014/06/) - [May](https://accuvestblog.com/2014/05/) - [April](https://accuvestblog.com/2014/04/) - [March](https://accuvestblog.com/2014/03/) - [February](https://accuvestblog.com/2014/02/) - [January](https://accuvestblog.com/2014/01/) ## [Our Big Picture View Heading into H1 2015](https://accuvestblog.com/2014/12/31/our-big-picture-view-heading-into-h1-2015/) December 31, 2014 · by [James C](https://accuvestblog.com/author/agajcalhoun/) · Filed under [Uncategorized](https://accuvestblog.com/category/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… Issue attachment (not archived) BPV H 1 2015 bpv-h-1-2015.pdf [Read this entry](https://accuvestblog.com/2014/12/31/our-big-picture-view-heading-into-h1-2015/) ## [Charts to Watch – Global Market Update – December 19, 2014](https://accuvestblog.com/2014/12/19/charts-to-watch-global-market-update-december-19-2014/) December 19, 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 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… Issue attachment (not archived) Charts to Watch – 12.19.2014 charts-to-watch-12-19-2014.pdf [Read this entry](https://accuvestblog.com/2014/12/19/charts-to-watch-global-market-update-december-19-2014/) ## [December 2014 Country Rankings](https://accuvestblog.com/2014/12/09/december-2014-country-rankings/) December 9, 2014 · by [David A](https://accuvestblog.com/author/accuvestblog/) · Filed under [Monthly Portfolio Notes](https://accuvestblog.com/category/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… Issue attachment (not archived) Read the full Country Ranking here. country-portfolio-notes-12-2014.pdf [Read this entry](https://accuvestblog.com/2014/12/09/december-2014-country-rankings/) ## [Charts to Watch – Global Market Update – November 21, 2014](https://accuvestblog.com/2014/11/21/charts-to-watch-global-market-update-november-21-2014/) November 21, 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 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… Issue attachment (not archived) Charts to Watch – Global Market Update – 11.21.2014 charts-to-watch-global-market-update-11-21-2014.pdf [Read this entry](https://accuvestblog.com/2014/11/21/charts-to-watch-global-market-update-november-21-2014/) ## [Charts to Watch – Global Market Update – November 14, 2014](https://accuvestblog.com/2014/11/14/charts-to-watch-global-market-update-november-14-2014/) November 14, 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 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… Issue attachment (not archived) Charts to Watch – Global Market Update – 11.14.2014 charts-to-watch-global-market-update-11-14-2014.pdf [Read this entry](https://accuvestblog.com/2014/11/14/charts-to-watch-global-market-update-november-14-2014/) ## [November 2014 Country Rankings](https://accuvestblog.com/2014/11/12/november-2014-country-rankings/) November 12, 2014 · by [David A](https://accuvestblog.com/author/accuvestblog/) · Filed under [Monthly Portfolio Notes](https://accuvestblog.com/category/monthly-portfolio-notes/) Notable Moves to the Upside… China… moved back to the top of the rankings after showing improving risk and valuation. They are now the cheapest country in the model. China has a forward P/E of 8.8 and a Growth to… Issue attachment (not archived) Read the full Country Rankings here. november-rankings.pdf [Read this entry](https://accuvestblog.com/2014/11/12/november-2014-country-rankings/) ## [Germany Poised for Outperformance as Uncertainty Fades](https://accuvestblog.com/2014/11/10/germany-poised-for-outperformance-as-uncertainty-fades/) November 10, 2014 · by [James C](https://accuvestblog.com/author/agajcalhoun/) · Filed under [Big Picture View](https://accuvestblog.com/category/big-picture-view/) The October 31st announcements from the Bank of Japan, and the resulting moves in the Yen and Japanese equities, reemphasize the impact that central banks and monetary policy can have on markets and portfolios. When central banks are involved in… [Read this entry](https://accuvestblog.com/2014/11/10/germany-poised-for-outperformance-as-uncertainty-fades/) ## [Charts to Watch – Global Market Update – October 24, 2014](https://accuvestblog.com/2014/10/24/charts-to-watch-global-market-update-october-24-2014/) October 24, 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 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… Issue attachment (not archived) Charts to Watch – Global Market Update – 10.24.2014 charts-to-watch-global-market-update-10-24-2014.pdf [Read this entry](https://accuvestblog.com/2014/10/24/charts-to-watch-global-market-update-october-24-2014/) ## [Japan: Quality Q.E.](https://accuvestblog.com/2014/10/21/japan-quality-q-e/) October 21, 2014 · by [Brad J](https://accuvestblog.com/author/agabradjensen/) · Filed under [Highlights](https://accuvestblog.com/category/highlights/) For some time, one of our stronger themes has been to buy Japanese stocks with the yen hedged. An update on this topic seems warranted at this time. Measured to mid-October of this year, a fairly large range of returns… [Read this entry](https://accuvestblog.com/2014/10/21/japan-quality-q-e/) ## [One Chart to Watch: Greece vs. Germany: Round 3](https://accuvestblog.com/2014/10/17/charts-to-watch-global-market-update-october-17-2014/) October 17, 2014 · by [James C](https://accuvestblog.com/author/agajcalhoun/) · Filed under [Weekly Chart Book](https://accuvestblog.com/category/weekly-chart-book/) Europe is leading a worldwide rout of equities. While a myriad of headlines have contributed to the gloom, negative investor sentiment began to surge in earnest on October 2nd, when European Central Bank President Mario Draghi stopped short of quantifying… Issue attachment (not archived) Read all of Our Charts to Watch for the week here. charts-to-watch-global-market-update-10-17-2014.pdf [Read this entry](https://accuvestblog.com/2014/10/17/charts-to-watch-global-market-update-october-17-2014/) ## [David Garff Discusses Q4 Investor Updates](https://accuvestblog.com/2014/10/14/david-garff-discusses-q4-investor-updates/) October 14, 2014 · by [David G](https://accuvestblog.com/author/agadavidgarff/) · Filed under [News and Events](https://accuvestblog.com/category/news-and-events/) In this video, David Garff discusses the following: -Notable changes to the country rankings in Q3 -Key country risks -Talking to clients about investing internationally -Q4 developments to watch out for If you have any questions for Dave as we… [Read this entry](https://accuvestblog.com/2014/10/14/david-garff-discusses-q4-investor-updates/) ## [October 2014 Country Rankings](https://accuvestblog.com/2014/10/14/october-2014-country-rankings/) October 14, 2014 · by [David A](https://accuvestblog.com/author/accuvestblog/) · Filed under [Monthly Portfolio Notes](https://accuvestblog.com/category/monthly-portfolio-notes/) In October, value countries have continued to underperform the market and have been a significant drag on country selection. Meanwhile, Latin America took a huge step back as Brazil was down -19.22% on the month, showing a significant turn in… Issue attachment (not archived) Read the full Country Rankings here. country-portfolio-notes-10-2014.pdf [Read this entry](https://accuvestblog.com/2014/10/14/october-2014-country-rankings/) ## [Charts to Watch – Global Market Update – October 10, 2014](https://accuvestblog.com/2014/10/10/charts-to-watch-global-market-update-october-10-2014/) October 10, 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 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… Issue attachment (not archived) Charts to Watch – Global Market Update – 10.10.2014 charts-to-watch-global-market-update-10-10-2014.pdf [Read this entry](https://accuvestblog.com/2014/10/10/charts-to-watch-global-market-update-october-10-2014/) ## [US Dollar Strength and what it means for Global Portfolios](https://accuvestblog.com/2014/10/06/us-dollar-strength-and-what-it-means-for-global-portfolios/) October 6, 2014 · by [James C](https://accuvestblog.com/author/agajcalhoun/) · Filed under [Investing Ideas](https://accuvestblog.com/category/investing-ideas/) Recent US Dollar Strength The last six months have seen impressive gains for the US Dollar versus the Yen, Euro, Emerging Market currencies, and commodities. USD strength is likely to persist; however, we expect that it will proceed at a… [Read this entry](https://accuvestblog.com/2014/10/06/us-dollar-strength-and-what-it-means-for-global-portfolios/) ## [Charts to Watch – Global Market Update – October 3, 2014](https://accuvestblog.com/2014/10/03/charts-to-watch-global-market-update-october-3-2014/) October 3, 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 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… Issue attachment (not archived) Charts to Watch – Global Market Update – 10.3.2014 charts-to-watch-global-market-update-10-3-2014.pdf [Read this entry](https://accuvestblog.com/2014/10/03/charts-to-watch-global-market-update-october-3-2014/) ## [Charts to Watch – Global Market Update – September 26, 2014](https://accuvestblog.com/2014/09/26/charts-to-watch-global-market-update-september-26-2014/) September 26, 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 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… Issue attachment (not archived) Charts to Watch – Global Market Update – 9.26.2014 charts-to-watch-global-market-update-9-26-2014.pdf [Read this entry](https://accuvestblog.com/2014/09/26/charts-to-watch-global-market-update-september-26-2014/) ## [Charts to Watch – Global Market Update – September 12, 2014](https://accuvestblog.com/2014/09/12/charts-to-watch-global-market-update-september-12-2014/) September 12, 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 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… Issue attachment (not archived) Charts to Watch – Global Market Update – 9.12.2014 charts-to-watch-global-market-update-9-12-2014.pdf [Read this entry](https://accuvestblog.com/2014/09/12/charts-to-watch-global-market-update-september-12-2014/) ## [4 Countries to Focus on in September](https://accuvestblog.com/2014/09/11/4-countries-to-focus-on-in-september-country-ranking/) September 11, 2014 · by [David A](https://accuvestblog.com/author/accuvestblog/) · Filed under [Monthly Portfolio Notes](https://accuvestblog.com/category/monthly-portfolio-notes/) Heading into September, 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 Latin America is picking up momentum as we head into the… Issue attachment (not archived) downloaded here country-portfolio-notes-9-2014.pdf [Read this entry](https://accuvestblog.com/2014/09/11/4-countries-to-focus-on-in-september-country-ranking/) ## [Charts to Watch – Global Market Update – September 5, 2014](https://accuvestblog.com/2014/09/05/charts-to-watch-global-market-update-september-5-2014/) September 5, 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 on global financial conditions, fixed income markets, world equities, economic data releases and trends, major currencies, and commodities. Feel free to contact us with any questions or requests. Best Regards,… Issue attachment (not archived) Charts to Watch – Global Market Update – 9.5.2014 charts-to-watch-global-market-update-9-5-2014.pdf [Read this entry](https://accuvestblog.com/2014/09/05/charts-to-watch-global-market-update-september-5-2014/) ## [Mexico Energy Reform: What Investors Should Know Now](https://accuvestblog.com/2014/09/02/mexico-energy-reform-what-investors-should-know-now/) September 2, 2014 · by [Brad J](https://accuvestblog.com/author/agabradjensen/) · Filed under [Highlights](https://accuvestblog.com/category/highlights/) In May, we posted . That piece received favorable feedback related specifically to its overview of energy reform taking place in Mexico. At that time, we mentioned that the reform is a journey and not a destination, stating that occasional… Issue attachment (not archived) “Mexico: A Country in Transition” mexico-may-2014.pdf [Read this entry](https://accuvestblog.com/2014/09/02/mexico-energy-reform-what-investors-should-know-now/) ## [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/) ## [What to Watch – Global Market Update – July 25, 2014](https://accuvestblog.com/2014/07/25/what-to-watch-global-market-update-july-25-2014/) July 25, 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 Global Market 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… Issue attachment (not archived) What to Watch – Global Market Update – 7.25.2014 what-to-watch-global-market-update-7-25-2014.pdf [Read this entry](https://accuvestblog.com/2014/07/25/what-to-watch-global-market-update-july-25-2014/) ## [Review of Russia Amidst Threat of More Sanctions](https://accuvestblog.com/2014/07/21/russia-review-threat-of-more-sanctions/) July 21, 2014 · by [James C](https://accuvestblog.com/author/agajcalhoun/) · Filed under [Highlights](https://accuvestblog.com/category/highlights/) 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… [Read this entry](https://accuvestblog.com/2014/07/21/russia-review-threat-of-more-sanctions/) ## [One Chart to Watch: High Yield Bonds vs. S&P 500 Index](https://accuvestblog.com/2014/07/18/charts-to-watch-global-market-update-july-18-2014/) July 18, 2014 · by [James C](https://accuvestblog.com/author/agajcalhoun/) · Filed under [Weekly Chart Book](https://accuvestblog.com/category/weekly-chart-book/) Credit instruments, like high yield bonds, are positively correlated to equities. Until late June of 2014, the iShares iBoxx USD High Yield Corporate Bond ETF: HYG tracked the trend of the S&P 500 in both slope and duration. Since June,… Issue attachment (not archived) Read all of our “Charts to Watch” for the week of July 18th here. charts-to-watch-global-market-update-7-18-2014.pdf [Read this entry](https://accuvestblog.com/2014/07/18/charts-to-watch-global-market-update-july-18-2014/) ## [One Chart to Watch: German Economic Growth](https://accuvestblog.com/2014/07/11/german-economic-growth/) July 11, 2014 · by [James C](https://accuvestblog.com/author/agajcalhoun/) · Filed under [Weekly Chart Book](https://accuvestblog.com/category/weekly-chart-book/) A key chart to monitor in the weekly is chart 36, “Germany: Eco Outlook, Industrial Production & PMI”. German economic data continues to decelerate from levels of growth seen last year. This is likely to weigh on euro-area growth. When… Issue attachment (not archived) “Charts to Watch – Global Market Update” what-to-watch-global-market-update-7-11-2014.pdf [Read this entry](https://accuvestblog.com/2014/07/11/german-economic-growth/) ## [4 Countries to Focus on in July](https://accuvestblog.com/2014/07/09/4-countries-to-focus-on-in-july/) July 9, 2014 · by [David A](https://accuvestblog.com/author/accuvestblog/) · Filed under [Monthly Portfolio Notes](https://accuvestblog.com/category/monthly-portfolio-notes/) Heading into July, 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 For the first time in over 20 years, the range of… Issue attachment (not archived) downloaded here. country-portfolio-notes-7-2014.pdf [Read this entry](https://accuvestblog.com/2014/07/09/4-countries-to-focus-on-in-july/) ## [Why Japan? Why Now?](https://accuvestblog.com/2014/07/09/why-japan-hedge-equity/) July 9, 2014 · by [James C](https://accuvestblog.com/author/agajcalhoun/) · Filed under [Highlights](https://accuvestblog.com/category/highlights/) A Powerful Relative Monetary Policy Advantage with Attractive Valuations, Fundamentals and Momentum What Happened in H1 2014? One of the most popular investment themes coming into 2014 was Hedged Japanese Equity (owning Japanese equities while simultaneously hedging out the risk… Issue attachment (not archived) Print this piece japan-hedge-equity-theme-jc-7-14.pdf [Read this entry](https://accuvestblog.com/2014/07/09/why-japan-hedge-equity/) ## [Our Big Picture View Heading into H2](https://accuvestblog.com/2014/07/03/2014-2nd-half-big-picture-view/) July 3, 2014 · by [Brad J](https://accuvestblog.com/author/agabradjensen/) · Filed under [Big Picture View](https://accuvestblog.com/category/big-picture-view/), [News and Events](https://accuvestblog.com/category/news-and-events/) 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… Issue attachment (not archived) Big Picture View H2 2014 bpv-h2-141.pdf [Read this entry](https://accuvestblog.com/2014/07/03/2014-2nd-half-big-picture-view/) ## [Accuvest Weekly Chartbook – June 20, 2014](https://accuvestblog.com/2014/06/20/accuvest-weekly-chartbook-june-20-2014/) June 20, 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 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… Issue attachment (not archived) AGA Weekly Chartbook 6.20.2014 aga-weekly-chartbook-6-20-2014.pdf [Read this entry](https://accuvestblog.com/2014/06/20/accuvest-weekly-chartbook-june-20-2014/) ## [Join David Allen at the Global Macro ETF Strategist Conference June 26](https://accuvestblog.com/2014/06/18/global-macro-etf-strategist-conference/) June 18, 2014 · by [Rachel J](https://accuvestblog.com/author/agaracheljensen/) · Filed under [News and Events](https://accuvestblog.com/category/news-and-events/) Topical Discussions, Tactical Approaches The Global Macro ETF Strategist Conference is a first-of-its-kind event that will bring together many of today’s leading global investors to discuss the current state of the global markets as well as what we can expect… [Read this entry](https://accuvestblog.com/2014/06/18/global-macro-etf-strategist-conference/) ## [Accuvest Weekly Chartbook – June 13, 2014](https://accuvestblog.com/2014/06/13/accuvest-weekly-chartbook-june-13-2014/) June 13, 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 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… Issue attachment (not archived) AGA Weekly Chartbook 6.13.2014 aga-weekly-chartbook-6-13-2014.pdf [Read this entry](https://accuvestblog.com/2014/06/13/accuvest-weekly-chartbook-june-13-2014/) ## [Meet AGA CIO Dave Garff this Thursday in SF](https://accuvestblog.com/2014/06/10/sp-dow-jones-advisor-forum-sf/) June 10, 2014 · by [Rachel J](https://accuvestblog.com/author/agaracheljensen/) · Filed under [News and Events](https://accuvestblog.com/category/news-and-events/) The Quest for Quality. Factor-Based and Core Approaches to Asset Allocation Join the Accuvest team at the S&P Dow Jones Indices annual event tailored exclusively for financial advisors in the San Francisco Bay Area. Accuvest President and CIO David Garff… Issue attachment (not archived) “Building an International Portfolio with Country ETFs” accuvest0614.pdf [Read this entry](https://accuvestblog.com/2014/06/10/sp-dow-jones-advisor-forum-sf/) ## [How to Invest in the EU](https://accuvestblog.com/2014/06/10/how-to-invest-in-the-eu/) June 10, 2014 · by [David A](https://accuvestblog.com/author/accuvestblog/) · Filed under [Big Picture View](https://accuvestblog.com/category/big-picture-view/) Looking at which EU countries offer the best investment opportunity given the ECB actions The European Central Bank (ECB) took action last week to increase bank liquidity and lending with hopes of stimulating the economy and fighting deflation. There were… Issue attachment (not archived) Print this piece how-to-invest-in-the-eu-v2-da-06-14.pdf [Read this entry](https://accuvestblog.com/2014/06/10/how-to-invest-in-the-eu/) ## [June 2014 Country Rankings](https://accuvestblog.com/2014/06/09/june-2014-country-rankings/) June 9, 2014 · by [David A](https://accuvestblog.com/author/accuvestblog/) · Filed under [Monthly Portfolio Notes](https://accuvestblog.com/category/monthly-portfolio-notes/) Through the first 5 months of the year, country returns have been tight. The MSCI ACWI Index is up 4.22% this year and the average country is up 6.08%. Emerging markets are gaining momentum. Over the last 3 months the… Issue attachment (not archived) June Portfolio Notes accuvest-country-portfolio-notes-6-2014.pdf [Read this entry](https://accuvestblog.com/2014/06/09/june-2014-country-rankings/) ## [Accuvest Weekly Chartbook – June 6, 2014](https://accuvestblog.com/2014/06/06/accuvest-weekly-chartbook-june-6-2014/) June 6, 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 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… Issue attachment (not archived) AGA Weekly Chartbook 6.6.2014 aga-weekly-chartbook-6-6-2014.pdf [Read this entry](https://accuvestblog.com/2014/06/06/accuvest-weekly-chartbook-june-6-2014/) ## [Can a Tactical ETF Strategy be used as a Liquid Alternative?](https://accuvestblog.com/2014/06/06/tactical-strategy-etf-used-as-liquid-alternative/) June 6, 2014 · by [David G](https://accuvestblog.com/author/agadavidgarff/) · Filed under [Highlights](https://accuvestblog.com/category/highlights/) This blog post doesn’t have anything to do with country-focused or factor-based investing, so hopefully you’ll stay with me. I recently attended the Investment Management Consultant’s Association annual conference in Boston. It was two days of (mostly) strong content, and… Issue attachment (not archived) Print this piece tactical-managers-and-liquid-alts-dg-6-14.pdf [Read this entry](https://accuvestblog.com/2014/06/06/tactical-strategy-etf-used-as-liquid-alternative/) ## [Accuvest Weekly Chartbook – May 30, 2014](https://accuvestblog.com/2014/05/30/accuvest-weekly-chartbook-may-30-2014/) May 30, 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 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… Issue attachment (not archived) AGA Weekly Chartbook 5.30.2014 aga-weekly-chartbook-5-30-2014.pdf [Read this entry](https://accuvestblog.com/2014/05/30/accuvest-weekly-chartbook-may-30-2014/) ## [Emerging Markets: Where Country Selection Matters](https://accuvestblog.com/2014/05/30/emerging-markets-where-country-selection-matters/) May 30, 2014 · by [James C](https://accuvestblog.com/author/agajcalhoun/) · Filed under [Big Picture View](https://accuvestblog.com/category/big-picture-view/) Exposure to Emerging Markets is often implemented with a single broad Emerging Markets ETF, like iShares’ EEM. However, with approximately 60% of the iShares Emerging Market ETF (EEM) assets allocated to only 4 countries, we set out to confirm that… Issue attachment (not archived) Print this piece emerging-markets-where-country-selection-matters.pdf [Read this entry](https://accuvestblog.com/2014/05/30/emerging-markets-where-country-selection-matters/) ## [Accuvest Weekly Chartbook – May 23, 2014](https://accuvestblog.com/2014/05/23/accuvest-weekly-chartbook-may-23-2014/) May 23, 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 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… Issue attachment (not archived) AGA Weekly Chartbook 5.23.2014 aga-weekly-chartbook-5-23-2014.pdf [Read this entry](https://accuvestblog.com/2014/05/23/accuvest-weekly-chartbook-may-23-2014/) ## [Accuvest Weekly Chartbook – May 16, 2014](https://accuvestblog.com/2014/05/16/accuvest-weekly-chartbook-may-16-2014/) May 16, 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 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… Issue attachment (not archived) AGA Weekly Chartbook 5.16.2014 aga-weekly-chartbook-5-16-2014.pdf [Read this entry](https://accuvestblog.com/2014/05/16/accuvest-weekly-chartbook-may-16-2014/) ## [Mexico: A Country in Transition](https://accuvestblog.com/2014/05/12/mexico-a-country-in-transition/) May 12, 2014 · by [Brad J](https://accuvestblog.com/author/agabradjensen/) · Filed under [Highlights](https://accuvestblog.com/category/highlights/) We have been traveling regularly to and investing on and off in Mexico for over thirty years. We have seen the Peso strengthen and bust a couple of times; government-owned banks privatized and then bust; an ongoing roller-coaster ride in… Issue attachment (not archived) Print this piece mexico-may-2014.pdf [Read this entry](https://accuvestblog.com/2014/05/12/mexico-a-country-in-transition/) ## [May 2014 Country Rankings](https://accuvestblog.com/2014/05/12/may-2014-country-rankings/) May 12, 2014 · by [David A](https://accuvestblog.com/author/accuvestblog/) · Filed under [Monthly Portfolio Notes](https://accuvestblog.com/category/monthly-portfolio-notes/) This month, Spain and Italy dropped slightly in the model and were replaced by Germany in the top six. However, China and the United States maintained their positions at the top of the model. This year, value factors, which have… Issue attachment (not archived) May Portfolio Notes country-portfolio-notes-5-2014.pdf [Read this entry](https://accuvestblog.com/2014/05/12/may-2014-country-rankings/) ## [Why International Now](https://accuvestblog.com/2014/05/09/why-international-now/) May 9, 2014 · by [David A](https://accuvestblog.com/author/accuvestblog/) · Filed under [Big Picture View](https://accuvestblog.com/category/big-picture-view/) Making the case for increasing exposure to international equities One of the ongoing challenges that advisors face is determining what percentage of their clients assets should be allocated to international equities. The magnitude of this decision is often amplified when… Issue attachment (not archived) Print this piece why-international-now.pdf [Read this entry](https://accuvestblog.com/2014/05/09/why-international-now/) ## [Accuvest Weekly Chartbook – May 2, 2014](https://accuvestblog.com/2014/05/02/accuvest-weekly-chartbook-may-2-2014/) May 2, 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 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… Issue attachment (not archived) AGA Weekly Chartbook 5.2.2014 aga-weekly-chartbook-5-2-2014.pdf [Read this entry](https://accuvestblog.com/2014/05/02/accuvest-weekly-chartbook-may-2-2014/) ## [Accuvest Weekly Chartbook – April 25, 2014](https://accuvestblog.com/2014/04/25/accuvest-weekly-chartbook-april-25-2014/) April 25, 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 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… Issue attachment (not archived) AGA Weekly Chartbook 4.25.2014 aga-weekly-chartbook-4-25-2014.pdf [Read this entry](https://accuvestblog.com/2014/04/25/accuvest-weekly-chartbook-april-25-2014/) ## [Europe Pt. 2: The Smart Beta Portfolio](https://accuvestblog.com/2014/04/24/europe-the-smart-beta-portfolio/) April 24, 2014 · by [James C](https://accuvestblog.com/author/agajcalhoun/) · Filed under [Big Picture View](https://accuvestblog.com/category/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… Issue attachment (not archived) Print this Piece europe-the-smart-beta-portfolio-part-2.pdf [Read this entry](https://accuvestblog.com/2014/04/24/europe-the-smart-beta-portfolio/) ## [Europe: Market Capitalization vs. Smart Beta](https://accuvestblog.com/2014/04/23/europe-market-capitalization-smart-beta/) April 23, 2014 · by [James C](https://accuvestblog.com/author/agajcalhoun/) · Filed under [Big Picture View](https://accuvestblog.com/category/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… Issue attachment (not archived) Print this Piece europe-market-capitalization-vs-smart-beta.pdf [Read this entry](https://accuvestblog.com/2014/04/23/europe-market-capitalization-smart-beta/) ## [Accuvest Weekly Chartbook – April 17, 2014](https://accuvestblog.com/2014/04/17/accuvest-weekly-chartbook-april-17-2014/) April 17, 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 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… Issue attachment (not archived) AGA Weekly Chartbook 4.17.2014 aga-weekly-chartbook-4-17-2014.pdf [Read this entry](https://accuvestblog.com/2014/04/17/accuvest-weekly-chartbook-april-17-2014/) ## [Israel: Under the Radar](https://accuvestblog.com/2014/04/16/israel-under-the-radar/) April 16, 2014 · by [Brad J](https://accuvestblog.com/author/agabradjensen/) · Filed under [Highlights](https://accuvestblog.com/category/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… Issue attachment (not archived) Print this piece israel-april-20142.pdf [Read this entry](https://accuvestblog.com/2014/04/16/israel-under-the-radar/) ## [Quality Factor Goes Global](https://accuvestblog.com/2014/04/14/quality-factor-goes-global/) April 14, 2014 · by [David G](https://accuvestblog.com/author/agadavidgarff/) · Filed under [Highlights](https://accuvestblog.com/category/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… [Read this entry](https://accuvestblog.com/2014/04/14/quality-factor-goes-global/) ## [Accuvest Weekly Chartbook – April 11, 2014](https://accuvestblog.com/2014/04/11/accuvest-weekly-chartbook-april-11-2014/) April 11, 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 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… Issue attachment (not archived) AGA Weekly Chartbook 4.11.2014 aga-weekly-chartbook-4-11-2014.pdf [Read this entry](https://accuvestblog.com/2014/04/11/accuvest-weekly-chartbook-april-11-2014/) ## [U.S. Financials: Investment Theme Update](https://accuvestblog.com/2014/04/11/u-s-financials-investment-theme-update/) April 11, 2014 · by [James C](https://accuvestblog.com/author/agajcalhoun/) · Filed under [Highlights](https://accuvestblog.com/category/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… Issue attachment (not archived) Print this article us-financials-investment-theme-update-4-14-jc.pdf [Read this entry](https://accuvestblog.com/2014/04/11/u-s-financials-investment-theme-update/) ## [April 2014 Country Rankings](https://accuvestblog.com/2014/04/08/april-2014-country-rankings/) April 8, 2014 · by [David A](https://accuvestblog.com/author/accuvestblog/) · Filed under [Monthly Portfolio Notes](https://accuvestblog.com/category/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… Issue attachment (not archived) April Country Portfolio Notes country-portfolio-notes-4-2014.pdf [Read this entry](https://accuvestblog.com/2014/04/08/april-2014-country-rankings/) ## [Accuvest Weekly Chartbook – April 4, 2014](https://accuvestblog.com/2014/04/04/accuvest-weekly-chartbook-april-4-2014/) April 4, 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 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… Issue attachment (not archived) AGA Weekly Chartbook 4.4.2014 aga-weekly-chartbook-4-4-2014.pdf [Read this entry](https://accuvestblog.com/2014/04/04/accuvest-weekly-chartbook-april-4-2014/) ## [Accuvest Weekly Chartbook – March 28, 2014](https://accuvestblog.com/2014/03/28/accuvest-weekly-chartbook-march-28-2014/) March 28, 2014 · by [James C](https://accuvestblog.com/author/agajcalhoun/) 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… Issue attachment (not archived) AGA Weekly Chartbook 3.28.2014 aga-weekly-chartbook-3-28-2014.pdf [Read this entry](https://accuvestblog.com/2014/03/28/accuvest-weekly-chartbook-march-28-2014/) ## [Accuvest Weekly Chartbook – March 14, 2014](https://accuvestblog.com/2014/03/14/accuvest-weekly-chartbook-march-14-2014/) March 14, 2014 · by [James C](https://accuvestblog.com/author/agajcalhoun/) 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… Issue attachment (not archived) AGA Weekly Chartbook 3.14.2014 aga-weekly-chartbook-3-14-2014.pdf [Read this entry](https://accuvestblog.com/2014/03/14/accuvest-weekly-chartbook-march-14-2014/) ## [When Will it be Time to Get Back to EM?](https://accuvestblog.com/2014/03/11/get-back-to-em/) March 11, 2014 · by [Brad J](https://accuvestblog.com/author/agabradjensen/) Global investors have been experiencing an ongoing drag on returns to the extent they have had exposure to Emerging Market (EM) equities. It is difficult to abandon the asset class given historical performance, relative economic growth, current valuation discounts, and… Issue attachment (not archived) Click here bj-time-to-get-back-into-em-3-14.pdf [Read this entry](https://accuvestblog.com/2014/03/11/get-back-to-em/) ## [What Countries are Hot? What Should a Momentum Investor Buy Now?](https://accuvestblog.com/2014/03/11/what-countries-are-hot/) March 11, 2014 · by [David G](https://accuvestblog.com/author/agadavidgarff/) This is the second commentary in a series about the relative attractiveness of different country stock markets. In a previous whitepaper, we looked at using Momentum as a factor when investing across countries, and found it to be effective in… Issue attachment (not archived) Click Here what-countries-are-hot-dg-3-141.pdf [Read this entry](https://accuvestblog.com/2014/03/11/what-countries-are-hot/) ## [March 2014 Country Rankings](https://accuvestblog.com/2014/03/11/march-2014-country-rankings/) March 11, 2014 · by [David A](https://accuvestblog.com/author/accuvestblog/) This month, European markets are looking good. European countries continue to climb up the model. Sweden is the newest addition to the top 5 and boasts a profile in the top 10 of fundamentals, momentum, and risk. European markets have… Issue attachment (not archived) country-portfolio-notes-february-2014.pdf country-portfolio-notes-february-2014.pdf [Read this entry](https://accuvestblog.com/2014/03/11/march-2014-country-rankings/) ## [Accuvest Weekly Chartbook – March 7, 2014](https://accuvestblog.com/2014/03/07/accuvest-weekly-chartbook-march-7-2014/) March 7, 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 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… Issue attachment (not archived) AGA Weekly Chartbook 3.7.2014 aga-weekly-chartbook-3-7-2014.pdf [Read this entry](https://accuvestblog.com/2014/03/07/accuvest-weekly-chartbook-march-7-2014/) ## [South Africa: Currency or Country?](https://accuvestblog.com/2014/03/07/south-africa-currency-or-country/) March 7, 2014 · by [James C](https://accuvestblog.com/author/agajcalhoun/) · Filed under [Investing Ideas](https://accuvestblog.com/category/investing-ideas/) From the perspective of a U.S. Investor, an allocation to South African equities is largely a bet on the performance of the South African Rand. In fact, over the last 12 months 47.8% of the volatility exhibited in the iShares… Issue attachment (not archived) Print this article here. south-africa-march-2014.pdf [Read this entry](https://accuvestblog.com/2014/03/07/south-africa-currency-or-country/) ## [Accuvest Weekly Chartbook – February 28, 2014](https://accuvestblog.com/2014/02/28/accuvest-weekly-chartbook-february-28-2014/) February 28, 2014 · by [James C](https://accuvestblog.com/author/agajcalhoun/) Please use the link below to access this week’s 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… Issue attachment (not archived) AGA Weekly Chartbook 2.28.2014 aga-weekly-chartbook-2-28-2014.pdf [Read this entry](https://accuvestblog.com/2014/02/28/accuvest-weekly-chartbook-february-28-2014/) ## [Accuvest Weekly Chartbook – February 21, 2014](https://accuvestblog.com/2014/02/21/accuvest-weekly-chartbook-february-21-2014/) February 21, 2014 · by [James C](https://accuvestblog.com/author/agajcalhoun/) The S&P 500, MSCI EAFE, and MSCI ACWI all remain below 2013 highs and closed this week failing at said resistance. The Dow Jones Industrials, Transports, Financials, and Emerging Markets have lagged and are well below 2013 closing levels. Relative… Issue attachment (not archived) AGA Weekly Chartbook 2.21.2014 aga-weekly-chartbook-2-21-2014.pdf [Read this entry](https://accuvestblog.com/2014/02/21/accuvest-weekly-chartbook-february-21-2014/) ## [Our Newest Whitepaper: Multi-Style Global Equity Investing](https://accuvestblog.com/2014/02/21/multi-style-global-equity-investing/) February 21, 2014 · by [David G](https://accuvestblog.com/author/agadavidgarff/) Today I am excited to offer my latest whitepaper, “Multi-Style Global Equity Investing: A Study on Combining Fundamentals, Momentum, Risk and Valuation for Improved Performance“. This is the first paper of its kind to look at the performance of a… Issue attachment (not archived) Multi-Style Global Equity Investing multi-style-investing-whitepaper-final.pdf [Read this entry](https://accuvestblog.com/2014/02/21/multi-style-global-equity-investing/) ## [Accuvest Weekly Chartbook – February 14, 2014](https://accuvestblog.com/2014/02/14/accuvest-weekly-chartbook-february-14-2014/) February 14, 2014 · by [James C](https://accuvestblog.com/author/agajcalhoun/) Please use the link below to access this week’s 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… Issue attachment (not archived) AGA Weekly Chartbook 2.14.2014 aga-weekly-chartbook-2-14-2014.pdf [Read this entry](https://accuvestblog.com/2014/02/14/accuvest-weekly-chartbook-february-14-2014/) ## [February 2014 Country Rankings](https://accuvestblog.com/2014/02/12/february-2014-country-rankings/) February 12, 2014 · by [David A](https://accuvestblog.com/author/accuvestblog/) Going into February, countries with accelerating momentum and quality fundamentals continued to struggle. Some of the best performers from 2013, including the US, Japan, and Belgium all had negative months. In our Country Ranking Model, Brazil continued to drop. Since… Issue attachment (not archived) Country Portfolio Notes February 2014 country-portfolio-notes-february-2014.pdf [Read this entry](https://accuvestblog.com/2014/02/12/february-2014-country-rankings/) ## [Accuvest Weekly Chartbook – January 31, 2014](https://accuvestblog.com/2014/01/31/accuvest-weekly-chartbook-january-31-2014/) January 31, 2014 · by [James C](https://accuvestblog.com/author/agajcalhoun/) Please use the link below to access this week’s 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… Issue attachment (not archived) AGA Weekly Chartbook 1.31.2014 aga-weekly-chartbook-1-31-2014.pdf [Read this entry](https://accuvestblog.com/2014/01/31/accuvest-weekly-chartbook-january-31-2014/) ## [Turkey: Re-pricing or Funding Crisis?](https://accuvestblog.com/2014/01/28/turkey-re-pricing-or-funding-crisis/) January 28, 2014 · by [James C](https://accuvestblog.com/author/agajcalhoun/) The worst selloff in emerging-market currencies in five years is beginning to reveal the extent of the fallout from the Federal Reserve’s tapering of monetary stimulus. Compounded by political and financial instability, the Turkish Lira (TRY) depreciated to a record… Issue attachment (not archived) Turkey – Re-pricing or a Funding Crisis turkey-re-pricing-or-a-funding-crisis.pdf [Read this entry](https://accuvestblog.com/2014/01/28/turkey-re-pricing-or-funding-crisis/) ## [Accuvest Weekly Chartbook – January 24, 2014](https://accuvestblog.com/2014/01/24/accuvest-weekly-chartbook-january-24-2014/) January 24, 2014 · by [James C](https://accuvestblog.com/author/agajcalhoun/) Please use the link below to access this week’s 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… Issue attachment (not archived) AGA Weekly Chartbook 1.24.2014 aga-weekly-chartbook-1-24-2014.pdf [Read this entry](https://accuvestblog.com/2014/01/24/accuvest-weekly-chartbook-january-24-2014/) ## [Accuvest Weekly Chartbook – January 17, 2014](https://accuvestblog.com/2014/01/17/accuvest-weekly-chartbook-january-17-2014/) January 17, 2014 · by [James C](https://accuvestblog.com/author/agajcalhoun/) Please use the link below to access this week’s Chart Book. 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… Issue attachment (not archived) AGA Weekly Chartbook 1.17.2014 aga-weekly-chartbook-1-17-2014.pdf [Read this entry](https://accuvestblog.com/2014/01/17/accuvest-weekly-chartbook-january-17-2014/) ## [January 2014 Country Rankings](https://accuvestblog.com/2014/01/10/january-2014-country-rankings/) January 10, 2014 · by [David A](https://accuvestblog.com/author/accuvestblog/) 2013 finished with the United States claiming the top spot as the best performing country in the model up 31.8%. Meanwhile, Emerging Markets continued to stumble and finished 2013 in negative territory. The biggest story in 2014 will be the… Issue attachment (not archived) Country Portfolio Notes January 2014 country-portfolio-notes-january-2014.pdf [Read this entry](https://accuvestblog.com/2014/01/10/january-2014-country-rankings/) ## [Accuvest Weekly Chartbook – January 3, 2014](https://accuvestblog.com/2014/01/03/accuvest-weekly-chartbook-january-3-2014/) January 3, 2014 · by [James C](https://accuvestblog.com/author/agajcalhoun/) · Filed under [Charts to Watch](https://accuvestblog.com/category/charts-to-watch/) Please use the AGA Weekly Chartbook link below to access this week’s Chart Book. Financial Market Update: Equities sold off this week while, US Treasuries, Gold, and the US Dollar rallied Credit Spreads, including Mortgage Backed Securities, remain at historically… Issue attachment (not archived) AGA Weekly Chartbook 1.3.2014 aga-weekly-chartbook-1-3-2014.pdf [Read this entry](https://accuvestblog.com/2014/01/03/accuvest-weekly-chartbook-january-3-2014/) ## [2014 Outlook and Big Picture View](https://accuvestblog.com/2014/01/03/2014-outlook-and-big-picture-view/) January 3, 2014 · by [Brad J](https://accuvestblog.com/author/agabradjensen/) The Accuvest Team invites you to download our Big Picture View for 2014. In the pages of our Outlook, we will provide some insight as to why 2013 played out the way it did, what 2014 might bring, and most… Issue attachment (not archived) Big Picture View 2014 bpv-q1-14.pdf [Read this entry](https://accuvestblog.com/2014/01/03/2014-outlook-and-big-picture-view/)