---
title: "2015 archive"
url: https://accuvestblog.com/2015/
description: "Archived Accuvest Global Advisors entries published in 2015."
published: 2015-12-08
updated: 2015-12-08
---

# 2015 archive

Published 2015-12-08

41 entries · January 2, 2015 to December 8, 2015

- [December](https://accuvestblog.com/2015/12/)
- [November](https://accuvestblog.com/2015/11/)
- [October](https://accuvestblog.com/2015/10/)
- [September](https://accuvestblog.com/2015/09/)
- [August](https://accuvestblog.com/2015/08/)
- [July](https://accuvestblog.com/2015/07/)
- [June](https://accuvestblog.com/2015/06/)
- [May](https://accuvestblog.com/2015/05/)
- [April](https://accuvestblog.com/2015/04/)
- [March](https://accuvestblog.com/2015/03/)
- [February](https://accuvestblog.com/2015/02/)
- [January](https://accuvestblog.com/2015/01/)

## [December Country Rankings](https://accuvestblog.com/2015/12/08/december-country-rankings/)

December 8, 2015 · by [David A](https://accuvestblog.com/author/accuvestblog/) · Filed under [Portfolio Notes](https://accuvestblog.com/category/portfolio-notes/)

November Highlights In a strong reversal from October, global equities pulled back and the MSCI ACWI was slightly negative for the month of November returning -0.83%. For the year, the range of country returns is 58% with the average country…

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December Country Rankings

country-portfolio-notes-december-2015.pdf

[Read this entry](https://accuvestblog.com/2015/12/08/december-country-rankings/)

## [Charts to Watch – Global Market Update – December 4, 2015](https://accuvestblog.com/2015/12/04/charts-to-watch-global-market-update-december-4-2015/)

December 4, 2015 · by [James C](https://accuvestblog.com/author/agajcalhoun/) · Filed under [Charts to Watch](https://accuvestblog.com/category/charts-to-watch/)

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…

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Charts to Watch – Global Market Update – Dec 4 2015

charts-to-watch-global-market-update-dec-4-2015.pdf

[Read this entry](https://accuvestblog.com/2015/12/04/charts-to-watch-global-market-update-december-4-2015/)

## [Charts to Watch – Global Market Update – November 20, 2015](https://accuvestblog.com/2015/11/20/charts-to-watch-global-market-update-october-23-2015-2/)

November 20, 2015 · by [James C](https://accuvestblog.com/author/agajcalhoun/) · Filed under [Charts to Watch](https://accuvestblog.com/category/charts-to-watch/)

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…

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Charts to Watch – Global Market Update – Nov 20 2015

charts-to-watch-global-market-update-nov-20-2015.pdf

[Read this entry](https://accuvestblog.com/2015/11/20/charts-to-watch-global-market-update-october-23-2015-2/)

## [November 2015 Portfolio Notes](https://accuvestblog.com/2015/11/09/november-2015-portfolio-notes/)

November 9, 2015 · by [David A](https://accuvestblog.com/author/accuvestblog/) · Filed under [Portfolio Notes](https://accuvestblog.com/category/portfolio-notes/)

October Comments • In a snapback from September, the MSCI ACWI was up 7.90% in October with all but four countries had positive performance. However, only three countries are in positive territory since the end of July (Belgium, Korea, and…

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Country Portfolio Notes November 2015

country-portfolio-notes-november-2015.pdf

[Read this entry](https://accuvestblog.com/2015/11/09/november-2015-portfolio-notes/)

## [Charts to Watch – Global Market Update – October 23, 2015](https://accuvestblog.com/2015/10/23/charts-to-watch-global-market-update-october-23-2015/)

October 23, 2015 · by [James C](https://accuvestblog.com/author/agajcalhoun/) · Filed under [Charts to Watch](https://accuvestblog.com/category/charts-to-watch/)

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…

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Charts to Watch – Global Market Update – October 23 2015

charts-to-watch-global-market-update-october-23-2015.pdf

[Read this entry](https://accuvestblog.com/2015/10/23/charts-to-watch-global-market-update-october-23-2015/)

## [October 2015 Portfolio Notes](https://accuvestblog.com/2015/10/07/october-2015-portfolio-notes/)

October 7, 2015 · by [David A](https://accuvestblog.com/author/accuvestblog/) · Filed under [Portfolio Notes](https://accuvestblog.com/category/portfolio-notes/)

September Comments The allocations to Euro hedged Germany (DBGR) and Yen hedged Japan (DBJP) have provided the biggest positive impact on returns. India is the only emerging country in our model which has outperformed the ACWI YTD. Only 3 of…

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COPY Country Portfolio Notes O

copy-country-portfolio-notes-october-2015.pdf

[Read this entry](https://accuvestblog.com/2015/10/07/october-2015-portfolio-notes/)

## [Charts to Watch – Global Market Update – September 18, 2015](https://accuvestblog.com/2015/09/18/charts-to-watch-global-market-update-september-18-2015/)

September 18, 2015 · by [James C](https://accuvestblog.com/author/agajcalhoun/) · Filed under [Charts to Watch](https://accuvestblog.com/category/charts-to-watch/)

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…

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Charts to Watch – Global Market Update – September 18 2015

charts-to-watch-global-market-update-september-18-2015.pdf

[Read this entry](https://accuvestblog.com/2015/09/18/charts-to-watch-global-market-update-september-18-2015/)

## [Charts to Watch – Global Market Update – September 11, 2015](https://accuvestblog.com/2015/09/11/charts-to-watch-global-market-update-september-11-2015/)

September 11, 2015 · by [James C](https://accuvestblog.com/author/agajcalhoun/) · Filed under [Charts to Watch](https://accuvestblog.com/category/charts-to-watch/)

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…

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Charts to Watch – Global Market Update – September 11 2015

charts-to-watch-global-market-update-september-11-2015.pdf

[Read this entry](https://accuvestblog.com/2015/09/11/charts-to-watch-global-market-update-september-11-2015/)

## [September 2015 Portfolio Notes](https://accuvestblog.com/2015/09/10/september-2015-portfolio-notes/)

September 10, 2015 · by [David A](https://accuvestblog.com/author/accuvestblog/) · Filed under [Portfolio Notes](https://accuvestblog.com/category/portfolio-notes/)

August Comments All 46 countries in the MSCI ACWI had negative performance during August. The index was down ‐6.86% with the average country down -8.38%. Emerging markets have been punished on the year, down ‐17.55% in USD. September Rankings The…

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Country Portfolio Notes September 2015

country-portfolio-notes-september-20151.pdf

[Read this entry](https://accuvestblog.com/2015/09/10/september-2015-portfolio-notes/)

## [Why Europe? Why Now?](https://accuvestblog.com/2015/08/26/why-europe-why-now/)

August 26, 2015 · by [James C](https://accuvestblog.com/author/agajcalhoun/) · Filed under [Investing Ideas](https://accuvestblog.com/category/investing-ideas/)

Why Europe? Why Now? Earnings and Margins Recovery MSCI EMU earnings and profit margins are significantly below previous peak levels, offering recovery potential. Earnings and Margins should improve with business confidence. The IFO institute’s business climate index for Germany climbed…

[Read this entry](https://accuvestblog.com/2015/08/26/why-europe-why-now/)

## [Charts to Watch – Global Market Update – August 21, 2015](https://accuvestblog.com/2015/08/21/charts-to-watch-global-market-update-august-21-2015/)

August 21, 2015 · by [James C](https://accuvestblog.com/author/agajcalhoun/) · Filed under [Charts to Watch](https://accuvestblog.com/category/charts-to-watch/)

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…

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Charts to Watch – Global Market Update – August 21 2015

charts-to-watch-global-market-update-august-21-2015.pdf

[Read this entry](https://accuvestblog.com/2015/08/21/charts-to-watch-global-market-update-august-21-2015/)

## [August 2015 Portfolio Notes](https://accuvestblog.com/2015/08/13/august-2015-portfolio-notes/)

August 13, 2015 · by [David A](https://accuvestblog.com/author/accuvestblog/) · Filed under [Portfolio Notes](https://accuvestblog.com/category/portfolio-notes/)

July Comments The MSCI ACWI was up 0.87% in July. China is still in positive territory on the year, up 2.31%. Our 3 countries with hedged exposure all outperformed. Japan (1.73% vs. 0.47%), Germany (3.56% vs. 2.69%), and Korea (‐3.53%…

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Country Portfolio Notes August 2015

country-portfolio-notes-august-2015.pdf

[Read this entry](https://accuvestblog.com/2015/08/13/august-2015-portfolio-notes/)

## [Charts to Watch – Global Market Update – July 31, 2015](https://accuvestblog.com/2015/07/31/charts-to-watch-global-market-update-july-31-2015/)

July 31, 2015 · by [James C](https://accuvestblog.com/author/agajcalhoun/) · Filed under [Charts to Watch](https://accuvestblog.com/category/charts-to-watch/)

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…

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Charts to Watch – Global Market Update – July 31 2015

charts-to-watch-global-market-update-july-31-2015.pdf

[Read this entry](https://accuvestblog.com/2015/07/31/charts-to-watch-global-market-update-july-31-2015/)

## [Charts to Watch – Global Market Update – July 24, 2015](https://accuvestblog.com/2015/07/24/charts-to-watch-global-market-update-july-24-2015/)

July 24, 2015 · by [James C](https://accuvestblog.com/author/agajcalhoun/) · Filed under [Charts to Watch](https://accuvestblog.com/category/charts-to-watch/)

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…

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Charts to Watch – Global Market Update – July 24 2015

charts-to-watch-global-market-update-july-24-2015.pdf

[Read this entry](https://accuvestblog.com/2015/07/24/charts-to-watch-global-market-update-july-24-2015/)

## [Charts to Watch – Global Market Update – July 17, 2015](https://accuvestblog.com/2015/07/17/charts-to-watch-global-market-update-july-17-2015/)

July 17, 2015 · by [James C](https://accuvestblog.com/author/agajcalhoun/) · Filed under [Charts to Watch](https://accuvestblog.com/category/charts-to-watch/)

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…

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Charts to Watch – Global Market Update – July 17 2015

charts-to-watch-global-market-update-july-17-2015.pdf

[Read this entry](https://accuvestblog.com/2015/07/17/charts-to-watch-global-market-update-july-17-2015/)

## [July 2015 Portfolio Notes](https://accuvestblog.com/2015/07/14/july-2015-portfolio-notes/)

July 14, 2015 · by [David A](https://accuvestblog.com/author/accuvestblog/) · Filed under [Portfolio Notes](https://accuvestblog.com/category/portfolio-notes/)

June Comments The MSCI ACWI was down ‐2.35% in June, but still closed the quarter up 0.35%. On the year, China is still the best performing country in our model, up 14.65%. The United States completed the second straight quarter…

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Country Portfolio Notes July 2015

country-portfolio-notes-july-20151.pdf

[Read this entry](https://accuvestblog.com/2015/07/14/july-2015-portfolio-notes/)

## [Charts to Watch – Global Market Update – June 26, 2015](https://accuvestblog.com/2015/06/26/charts-to-watch-global-market-update-june-26-2015/)

June 26, 2015 · by [James C](https://accuvestblog.com/author/agajcalhoun/) · Filed under [Charts to Watch](https://accuvestblog.com/category/charts-to-watch/)

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…

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Charts to Watch – Global Market Update – June 26 2015

charts-to-watch-global-market-update-june-26-2015.pdf

[Read this entry](https://accuvestblog.com/2015/06/26/charts-to-watch-global-market-update-june-26-2015/)

## [Does China still make Dollars and Sense?](https://accuvestblog.com/2015/06/26/does-china-still-makes-dollars-and-sense/)

June 26, 2015 · by [James C](https://accuvestblog.com/author/agajcalhoun/) · Filed under [Investing Ideas](https://accuvestblog.com/category/investing-ideas/)

The recent inflection point in Chinese equities provides us with an opportunity to re-evaluate the investment thesis on China. Entering June, China was the #1 overall ranked country in the Accuvest Global Core Equity universe. China has been ranked #1…

[Read this entry](https://accuvestblog.com/2015/06/26/does-china-still-makes-dollars-and-sense/)

## [June 2015 Portfolio Notes](https://accuvestblog.com/2015/06/15/june-2015-portfolio-notes/)

June 15, 2015 · by [David A](https://accuvestblog.com/author/accuvestblog/) · Filed under [Portfolio Notes](https://accuvestblog.com/category/portfolio-notes/)

May Comments The MSCI ACWI was down -0.13% in May and is now up 5.14% on the year. On the year international markets are still outperforming the US by 3.61% Hedging currency exposures was key in May, as it added…

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Country Portfolio Notes June 2015

country-portfolio-notes-june-2015.pdf

[Read this entry](https://accuvestblog.com/2015/06/15/june-2015-portfolio-notes/)

## [Charts to Watch – Global Market Update – May 22, 2015](https://accuvestblog.com/2015/05/22/charts-to-watch-global-market-update-may-22-2015/)

May 22, 2015 · by [James C](https://accuvestblog.com/author/agajcalhoun/) · Filed under [Uncategorized](https://accuvestblog.com/category/uncategorized/)

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…

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Charts to Watch – Global Market Update – May 22 2015

charts-to-watch-global-market-update-may-22-2015.pdf

[Read this entry](https://accuvestblog.com/2015/05/22/charts-to-watch-global-market-update-may-22-2015/)

## [May 2015 Portfolio Notes](https://accuvestblog.com/2015/05/12/may-2015-portfolio-notes/)

May 12, 2015 · by [David A](https://accuvestblog.com/author/accuvestblog/) · Filed under [Portfolio Notes](https://accuvestblog.com/category/portfolio-notes/)

April Comments The MSCI ACWI was up 2.90% in April and is now up 5.28% on the year. Latin America was the best performing region, up 10.28% for the month. The biggest currency effect has been in Brazil where the…

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Country Portfolio Notes May 2015

country-portfolio-notes-may-2015.pdf

[Read this entry](https://accuvestblog.com/2015/05/12/may-2015-portfolio-notes/)

## [Charts to Watch – Global Market Update &amp; Heat Map – May 8, 2015](https://accuvestblog.com/2015/05/08/charts-to-watch-global-market-update-heat-map-may-8-2015/)

May 8, 2015 · by [James C](https://accuvestblog.com/author/agajcalhoun/) · Filed under [Uncategorized](https://accuvestblog.com/category/uncategorized/)

Please use the link below to access this week’s chart book, including updates on global financial conditions, fixed income markets, world equities, economic data, major currencies, and commodities. Best regards, James disclosure: The opinions expressed in this Weekly Chart Book…

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Charts to Watch – Global Market Update – 05.08.2015

charts-to-watch-global-market-update-05-08-2015.pdf

[Read this entry](https://accuvestblog.com/2015/05/08/charts-to-watch-global-market-update-heat-map-may-8-2015/)

## [Congratulations to Dave Garff, IMCA Award Winner](https://accuvestblog.com/2015/04/24/congratulations-to-dave-garff-imca-award-winner/)

April 24, 2015 · by [Accuvest Team](https://accuvestblog.com/author/accuvest/) · Filed under [Highlights](https://accuvestblog.com/category/highlights/)

Congratulations to Accuvest President Dave Garff on winning the 2015 Edward D. Baker III Journal Research Award for his recent whitepaper: “Multi-Style Global Equity Investing: A Statistical Study on Combining Fundamentals, Momentum, Risk, and Valuation for Improved Performance“. Dave will…

[Read this entry](https://accuvestblog.com/2015/04/24/congratulations-to-dave-garff-imca-award-winner/)

## [April 2015 Portfolio Notes](https://accuvestblog.com/2015/04/13/april-2015-portfolio-notes/)

April 13, 2015 · by [David A](https://accuvestblog.com/author/accuvestblog/) · Filed under [Portfolio Notes](https://accuvestblog.com/category/portfolio-notes/)

March Comments The MSCI ACWI was down -1.55% in March and only 25% of the countries in the model had positive returns. The range of returns between countries stayed fairly wide at 21.57%. Dollar strength is continuing to impact investment…

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View the full April 2015 Portfolio Notes here.

country-portfolio-notes-april-2015.pdf

[Read this entry](https://accuvestblog.com/2015/04/13/april-2015-portfolio-notes/)

## [Charts to Watch – Global Market Update – April 10, 2015](https://accuvestblog.com/2015/04/10/charts-to-watch-global-market-update-april-10-2015/)

April 10, 2015 · by [James C](https://accuvestblog.com/author/agajcalhoun/) · Filed under [Charts to Watch](https://accuvestblog.com/category/charts-to-watch/)

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…

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Charts to Watch – Global Market Update – 04.10.2015

charts-to-watch-global-market-update-04-10-2015.pdf

[Read this entry](https://accuvestblog.com/2015/04/10/charts-to-watch-global-market-update-april-10-2015/)

## [Charts to Watch – Global Market Update – March 27, 2015](https://accuvestblog.com/2015/03/27/charts-to-watch-global-market-update-march-27-2015/)

March 27, 2015 · by [James C](https://accuvestblog.com/author/agajcalhoun/) · Filed under [Charts to Watch](https://accuvestblog.com/category/charts-to-watch/)

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…

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Charts to Watch – Global Market Update – 3.27.2015

charts-to-watch-global-market-update-3-27-2015.pdf

[Read this entry](https://accuvestblog.com/2015/03/27/charts-to-watch-global-market-update-march-27-2015/)

## [Watch David Garff on Fox Business: How investors can profit overseas with ETFs](https://accuvestblog.com/2015/03/23/watch-david-garff-on-fox-business-how-investors-can-profit-overseas-with-etfs/)

March 23, 2015 · by [Accuvest Team](https://accuvestblog.com/author/accuvest/) · Filed under [Videos](https://accuvestblog.com/category/videos/)

In this interview with Cheryl Casone of Fox Business, Accuvest President and CIO Dave Garff discusses top ETF picks for investing overseas using. China: fundamentals are strong; ROE is great; currently the cheapest country in our investment universe Germany: one…

[Read this entry](https://accuvestblog.com/2015/03/23/watch-david-garff-on-fox-business-how-investors-can-profit-overseas-with-etfs/)

## [Charts to Watch – Global Market Update – March 20, 2015](https://accuvestblog.com/2015/03/20/charts-to-watch-global-market-update-march-20-2015/)

March 20, 2015 · by [James C](https://accuvestblog.com/author/agajcalhoun/) · Filed under [Charts to Watch](https://accuvestblog.com/category/charts-to-watch/)

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…

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Charts to Watch – Global Market Update – 03.20.2015

charts-to-watch-global-market-update-03-20-2015.pdf

[Read this entry](https://accuvestblog.com/2015/03/20/charts-to-watch-global-market-update-march-20-2015/)

## [March 2015 Portfolio Notes](https://accuvestblog.com/2015/03/11/march-2015-portfolio-notes/)

March 11, 2015 · by [David A](https://accuvestblog.com/author/accuvestblog/) · Filed under [Portfolio Notes](https://accuvestblog.com/category/portfolio-notes/)

February Comments The MSCI ACWI was up 5.57% in February, moving the global markets back into the green for the year. Russia led the way up 22.82% while Turkey was down 9.11% Europe has been the best performing region on…

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View the full March 2015 Portfolio Notes here.

country-portfolio-notes-march-20151.pdf

[Read this entry](https://accuvestblog.com/2015/03/11/march-2015-portfolio-notes/)

## [Charts to Watch – Global Market Update – February 27, 2015](https://accuvestblog.com/2015/02/27/charts-to-watch-global-market-update-february-27-2015/)

February 27, 2015 · by [James C](https://accuvestblog.com/author/agajcalhoun/) · Filed under [Charts to Watch](https://accuvestblog.com/category/charts-to-watch/)

Please use the link below to access this week’s chart book, including updates 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,…

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Charts to Watch – Global Market Update – 2.27.2015

charts-to-watch-global-market-update-2-27-2015.pdf

[Read this entry](https://accuvestblog.com/2015/02/27/charts-to-watch-global-market-update-february-27-2015/)

## [Why Invest in Europe (FX Hedged)?](https://accuvestblog.com/2015/02/18/why-invest-in-europe-fx-hedged/)

February 18, 2015 · by [James C](https://accuvestblog.com/author/agajcalhoun/) · Filed under [Investing Ideas](https://accuvestblog.com/category/investing-ideas/)

Leading indicators show tentative signs of stabilization (relative PMIs), and there is still substantial pent up demand (savings ratio of 13% and net investment is 1/3 its normal levels). Bank balance sheets have stopped contracting and money supply is now…

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Europe Equity (FX Hedged)

europe-equity-fx-hedged.pdf

[Read this entry](https://accuvestblog.com/2015/02/18/why-invest-in-europe-fx-hedged/)

## [Why Invest in the Japan (FX Hedged)?](https://accuvestblog.com/2015/02/18/why-invest-in-the-japan-fx-hedged/)

February 18, 2015 · by [James C](https://accuvestblog.com/author/agajcalhoun/) · Filed under [Investing Ideas](https://accuvestblog.com/category/investing-ideas/)

The explicit policy of the Bank of Japan and Government of Japan is to weaken the Yen, create asset price inflation, and support economic growth. Abenomics had a positive impact during 2014, and more accommodative initiatives are expected in 2015…

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Japan Equity (FX Hedged)

japan-equity-fx-hedged.pdf

[Read this entry](https://accuvestblog.com/2015/02/18/why-invest-in-the-japan-fx-hedged/)

## [Why Invest in U.S. Small Caps?](https://accuvestblog.com/2015/02/18/why-invest-in-u-s-small-caps/)

February 18, 2015 · by [James C](https://accuvestblog.com/author/agajcalhoun/) · Filed under [Investing Ideas](https://accuvestblog.com/category/investing-ideas/)

Falling energy sector profits and a rising dollar will be less of an earnings headwind for small-cap stocks given lower energy sector exposure and a greater proportion of sales derived domestically. (Small-caps derive 18–20% of earnings outside the US compared…

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US Small Cap Equity

us-small-cap-equity.pdf

[Read this entry](https://accuvestblog.com/2015/02/18/why-invest-in-u-s-small-caps/)

## [Why Invest in the Technology Sector?](https://accuvestblog.com/2015/02/18/why-invest-in-the-technology-sector/)

February 18, 2015 · by [James C](https://accuvestblog.com/author/agajcalhoun/) · Filed under [Investing Ideas](https://accuvestblog.com/category/investing-ideas/)

Select industries in the Technology sector are among the fastest growing segments of the market. The US technology sector is attractively valued given its solid long-term earnings growth, improving cyclical outlook, accelerating cash distributions to shareholders, and exposure to secular…

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US Technology

us-technology.pdf

[Read this entry](https://accuvestblog.com/2015/02/18/why-invest-in-the-technology-sector/)

## [Charts to Watch – Global Market Update – February 13, 2015](https://accuvestblog.com/2015/02/13/charts-to-watch-global-market-update-february-13-2015/)

February 13, 2015 · by [James C](https://accuvestblog.com/author/agajcalhoun/) · Filed under [Charts to Watch](https://accuvestblog.com/category/charts-to-watch/)

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…

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Charts to Watch – Global Market Update – 2.13.2015

charts-to-watch-global-market-update-2-13-2015.pdf

[Read this entry](https://accuvestblog.com/2015/02/13/charts-to-watch-global-market-update-february-13-2015/)

## [February 2015 Portfolio Notes](https://accuvestblog.com/2015/02/13/february-2015-portfolio-notes/)

February 13, 2015 · by [David A](https://accuvestblog.com/author/accuvestblog/) · Filed under [Portfolio Notes](https://accuvestblog.com/category/portfolio-notes/)

January Comments The MSCI ACWI was down -1.56% in January, but just over half of the countries had positive returns for the month. The US was down -2.85%, which significantly brought down the benchmark index. USD strength had a major…

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View the full February 2015 Portfolio Notes here.

country-portfolio-notes-2-2015.pdf

[Read this entry](https://accuvestblog.com/2015/02/13/february-2015-portfolio-notes/)

## [Charts to Watch – Global Market Update – January 30, 2015](https://accuvestblog.com/2015/01/30/charts-to-watch-global-market-update-january-30-2015/)

January 30, 2015 · 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…

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Charts to Watch – Global Market Update – 1.30.2015

charts-to-watch-global-market-update-1-30-2015.pdf

[Read this entry](https://accuvestblog.com/2015/01/30/charts-to-watch-global-market-update-january-30-2015/)

## [January Portfolio Notes](https://accuvestblog.com/2015/01/22/january-portfolio-notes/)

January 22, 2015 · by [David A](https://accuvestblog.com/author/accuvestblog/) · Filed under [Monthly Portfolio Notes](https://accuvestblog.com/category/monthly-portfolio-notes/)

This month in the country ranking portfolio notes we take a look back on 2014, where we saw a wide range of country performance. Also, we dive into the January model and provide some commentary on how USD strength has…

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Read the January Country Portfolio Notes here

country-portfolio-notes-1-20151.pdf

[Read this entry](https://accuvestblog.com/2015/01/22/january-portfolio-notes/)

## [View Now: David Allen Discusses Global Investing](https://accuvestblog.com/2015/01/15/watch-david-allen-discuss-global-investing/)

January 15, 2015 · by [Rachel J](https://accuvestblog.com/author/agaracheljensen/) · Filed under [Highlights](https://accuvestblog.com/category/highlights/), [News and Events](https://accuvestblog.com/category/news-and-events/), [Videos](https://accuvestblog.com/category/videos/)

In our newest video, portfolio manager David Allen discusses investing globally, and how advisors can broach this topic with their clients in the most meaningful and effective ways. David covers the global investors experience in the past 5 years, how…

[Read this entry](https://accuvestblog.com/2015/01/15/watch-david-allen-discuss-global-investing/)

## [Charts to Watch – Global Market Update – January 9, 2015](https://accuvestblog.com/2015/01/09/charts-to-watch-global-market-update-january-9-2015/)

January 9, 2015 · 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…

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Charts to Watch – Global Market Update – 1.9.2015

charts-to-watch-global-market-update-1-9-2015.pdf

[Read this entry](https://accuvestblog.com/2015/01/09/charts-to-watch-global-market-update-january-9-2015/)

## [Charts to Watch – Global Market Update – January 2, 2015](https://accuvestblog.com/2015/01/02/charts-to-watch-global-market-update-january-2-2015/)

January 2, 2015 · 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…

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Charts to Watch – Global Market Update – 1.2.2015

charts-to-watch-global-market-update-1-2-2015.pdf

[Read this entry](https://accuvestblog.com/2015/01/02/charts-to-watch-global-market-update-january-2-2015/)
