Global Clients, Global Portfolios
Research commentary published April 2013 – September 2017
7 entries · January 3, 2014 to October 21, 2014
October 21, 2014 · by Brad J · Filed under 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…
September 2, 2014 · by Brad J · Filed under 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…
July 3, 2014 · by Brad J · Filed under Big Picture View, 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…
May 12, 2014 · by Brad J · Filed under 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…
April 16, 2014 · by Brad J · Filed under 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…
March 11, 2014 · by Brad J
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…
January 3, 2014 · by Brad J
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…