--- title: "Posts by Brad J" url: https://accuvestblog.com/author/agabradjensen/ description: "The 7 archived Accuvest Global Advisors entries bylined Brad J." published: 2014-10-21 updated: 2014-10-21 --- # Posts by Brad J Published 2014-10-21 7 entries · January 3, 2014 to October 21, 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/) ## [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/) ## [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/) ## [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/) ## [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/) ## [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/) ## [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/)