Global Clients, Global Portfolios
Research commentary published April 2013 – September 2017
25 entries · January 8, 2016 to December 30, 2016
December 30, 2016 · by James C · Filed under Charts to Watch, 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 Calhoun, CFA…
December 8, 2016 · by Dustin Blodgett · Filed under Portfolio Notes
Our latest Country Rankings are out. See below for some general comments and click the link to see more details. Global equities were slightly positive in November, with the MSCI ACWI up 0.76%. The ACWI is up 5.58% YTD, with…
December 2, 2016 · by James C · Filed under 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 Calhoun, CFA…
November 28, 2016 · by Dustin Blodgett · Filed under Videos
November 22, 2016 · by Dustin Blodgett · Filed under Videos
November 18, 2016 · by James C · Filed under 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 Calhoun, CFA…
November 11, 2016 · Filed under Investing Ideas
What is the definition of a “Brand”? When asked “What is a brand”, Jeff Bezos CEO of Amazon replied “Your Brand is what people say about you when you’re not in the room”. I can’t think of a better explanation.…
October 7, 2016 · by Dustin Blodgett · Filed under Portfolio Notes
Our latest Country Rankings are out. See below for some general comments and click the link to see more details. China leads the way, ranked #1 for its second consecutive month. China saw some deterioration in its Risk rank, but…
September 16, 2016 · by James C · Filed under Investing Ideas
Please click to link below for a “multi-factor” review of the U.S. equity market. Please let us know if you have any questions. Best regards, James Disclosures: This piece was written by a Senior Portfolio Manager at Accuvest Global Advisors.…
September 16, 2016 · by James C · Filed under 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…
September 8, 2016 · by Dustin Blodgett · Filed under Portfolio Notes
Our latest Country Rankings are out. See below for some general comments and click the link to see more details. European countries are the biggest laggards so far YTD and is the only region exhibiting negative performance YTD. Europe as…
August 5, 2016 · by Dustin Blodgett · Filed under Videos
August 4, 2016 · by Dustin Blodgett · Filed under Highlights
Congratulations! Accuvest Global Advisors recently was reviewed by I-Invest and selected to receive a 2016 ETF Award. The Accuvest Global Core Equity strategy was named as the “Best Diversified Global Equity Fund (3 Years)”. Please see award and link below:…
July 7, 2016 · by Dustin Blodgett · Filed under Portfolio Notes
Check out our latest Country Portfolio Notes to see where we believe there is opportunity. The All Country World Index is up 1.23% YTD. The range of best performing country to worst preforming country for YTD is 71%. European countries…
June 13, 2016 · by Dustin Blodgett · Filed under Portfolio Notes
Check out our latest Country Portfolio Notes to see where we believe there is opportunity. The U.S. outpaced international developed and emerging markets during May, returning 1.76%. The average country is down -3.20% YTD Emerging countries dominate the top 10…
June 10, 2016 · by James C · Filed under Charts to Watch, 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…
May 9, 2016 · by Dustin Blodgett · Filed under Portfolio Notes
Check out our latest Country Portfolio Notes to see where we believe there is opportunity. International markets continue to outperform the U.S. so far this year. ACWI ex US outperformed the U.S. by 2.17% in April. Despite all the headwind…
April 7, 2016 · by Dustin Blodgett · Filed under Portfolio Notes
Global equities surged higher during March, with the MSCI ACWI up 7.41% and the average country up 9.98% in USD. For Q1, ACWI returned 0.24%, with the average country up 4.40%. EM countries have outpaced DM so far YTD. DM’s…
March 18, 2016 · by James C · Filed under Charts to Watch, 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…
February 19, 2016 · by James C · Filed under Charts to Watch, 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…
February 12, 2016 · by James C · Filed under Charts to Watch, 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…
February 10, 2016 · by Dustin Blodgett · Filed under Portfolio Notes
January Highlights Global equities continued their negative slide during January, with the MSCI ACWI down -6.03% and the average country down -5.13% in USD. The average country is down -15% in the last six months. There are no countries with…
January 29, 2016 · by James C · Filed under Charts to Watch, 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…
January 12, 2016 · by David A · Filed under Portfolio Notes
More than half of the countries outperformed the MSCI ACWI index in December.The range of country returns was 22.80% in December with best performing country up 12.30% and the worst down -10.50%. For 2015, the range of country returns was…
January 8, 2016 · by James C · Filed under 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…