Accuvest Global Advisors

Global Clients, Global Portfolios

Research commentary published April 2013 – September 2017

2017 archive

21 entries · January 6, 2017 to September 11, 2017

August Country Rankings

Global equities marched higher in July, with the MSCI ACWI up 2.79%. The average country was up 4.64%, and the range of returns for July, between countries, was 13.88%. All country returns YTD are positive. Canada is the worst performing…

Issue attachment (not archived)Country Portfolio Notes August 2017
country-portfolio-notes-august-2017.pdf

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Accuvest Core Brands – July Highlights

IF CONSUMPTION DRIVES THE ECONOMY, SHOULDN’T THE MOST POWERFUL BRANDS BE DRIVING YOUR INVESTMENT PORTFOLIO? The Accuvest Core Brands portfolio had a great month of July, continuing an impressive 2017. Please use the link below to review July’s Top Core…

Issue attachment (not archived)Accuvest Core Brands – July 2017 Highlights
accuvest-core-brands-july-2017-highlights.pdf

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July Country Rankings

Global equities marched slightly higher in higher in June, with the MSCI ACWI up 0.45%. The average country was up 0.78%, and the range of returns for June, between countries, was 10.23%. All country returns YTD are positive. Brazil is…

Issue attachment (not archived)Country Portfolio Notes July 2017
country-portfolio-notes-july-2017.pdf

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Charts to Watch – Global Market Review – June 30, 2017

Please use the link below to access this week’s update on global financial conditions, fixed income markets, world equities, major currencies, and commodities. Feel free to contact us with any questions or requests. Best regards, James Calhoun, CFA Disclosure: The…

Issue attachment (not archived)Charts to Watch – Global Market Update – 06.30.2017
charts-to-watch-global-market-update-06-30-2017.pdf

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June Country Rankings

Global equities continued to climb higher in May, with the MSCI ACWI up 2.21%. The average country was up 3.15%, and the range of returns for May, between countries, was 14.42%%. The United States continues to fall in our country…

Issue attachment (not archived)Country Portfolio Notes June 2017
country-portfolio-notes-june-2017.pdf

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INTL Momentum Has Shifted

International Relative Strength has shifted, and the time to increase your International exposure is now. https://www.etftrends.com/etf-investing/3-reasons-why-the-price-is-right-for-international-opportunities/

Issue attachment (not archived)INTL Now – Relative Strength 05.2017
intl-now-relative-strength-05-2017.pdf

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Charts to Watch – Global Market Review – May 19, 2017

Please use the link below to access this week’s update on global financial conditions, fixed income markets, world equities, major currencies, and commodities. Feel free to contact us with any questions or requests. Best regards, James Calhoun, CFA Disclosure: The…

Issue attachment (not archived)Charts to Watch – Global Market Update – 05.19.2017
charts-to-watch-global-market-update-05-19-2017.pdf

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May Country Rankings

The United States was up slightly, up 1.05%. Japan was the same, up 1.05%, and Europe as a whole was up 3.53%. Europe was the best performing region for the second straight month. EM wasn’t far behind, up 2.19% during…

Issue attachment (not archived)Country Portfolio Notes May 2017
country-portfolio-notes-may-2017.pdf

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Accuvest Core Brands – April Highlights

IF CONSUMPTION DRIVES THE ECONOMY, SHOULDN’T THE MOST POWERFUL BRANDS BE DRIVING YOUR INVESTMENT PORTFOLIO? The Accuvest Core Brands portfolio had a great month of April, continuing an impressive 2017. Please use the link below to review April’s Top Core…

Issue attachment (not archived)Accuvest Core Brands – April 2017 Highlights
accuvest-core-brands-april-2017-highlights1.pdf

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April Country Rankings

Global equities continued to surge higher in March, with the MSCI ACWI up 1.22%. The average country was up 3.08%, and the range of returns for March, between countries, was 15.50%. The United States was flat, up only 0.10%. Japan…

Issue attachment (not archived)Country Portfolio Notes April 2017
country-portfolio-notes-april-2017.pdf

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Charts to Watch – Global Market Review – March 10, 2017

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…

Issue attachment (not archived)Charts to Watch – Global Market Update – 03.10.2017
charts-to-watch-global-market-update-03-10-2017.pdf

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March Country Rankings

Global equities continued to surge higher in February, with the MSCI ACWI up 2.81%. The average country was up 2.04%, and the range of returns for February, between countries, was 8.50%. The United States was up 3.86%, Japan was up…

Issue attachment (not archived)Country Portfolio Notes March 2017
country-portfolio-notes-march-2017.pdf

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Investing Insights: Why Global and Why Now

Here is a look as to why investors should re-think their overweights to the U.S. right now. Since 1970, there have been five periods where the U.S. has outperformed International markets, and five periods where International has outperformed the U.S.…

Issue attachment (not archived)Why Global and Why Now
accuvest_why_global_now.pdf

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February Country Rankings

Global equities started the year off strong in January, with the MSCI ACWI up 2.73%. The average country was up 4.04%, and the range of returns for January, between countries, was 23.44%. The United States was up 2.04%, Japan was…

Issue attachment (not archived)February Portfolio Notes
country-portfolio-notes-feb-2017.pdf

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Charts to Watch – Global Market Review – Feb. 10, 2017

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…

Issue attachment (not archived)charts-to-watch-global-market-update-02-10-2017
charts-to-watch-global-market-update-02-10-2017.pdf

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January Country Rankings

Our latest Country Rankings are out. See below for some general comments and click the link to see more details. Global equities finished strong in December, with the MSCI ACWI up 2.16%. The ACWI finished the year up 7.86%, with…

Issue attachment (not archived)January Country Portfolio Notes
country-portfolio-notes-jan-2017.pdf

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