Accuvest Global Advisors

Global Clients, Global Portfolios

Research commentary published April 2013 – September 2017

Highlights

15 entries · April 11, 2014 to September 11, 2017

I-Invest 2016 ETF Awards

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:…

Issue attachment (not archived)I-Invest ETF Awards
i-invest-8.pdf

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Japan: Quality Q.E.

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…

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Mexico Energy Reform: What Investors Should Know Now

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

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How to Capitalize on Economic Reform in India

A review of the underlying exposures of India ETFs Summary Points Economic Reform is poised to unlock economic growth in India Stronger GDP growth will require substantial loan growth, benefiting Financials Loan growth will require bank recapitalization, especially for State…

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how-to-capitalize-on-economic-reform-in-india-08-2014.pdf

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Why Japan? Why Now?

A Powerful Relative Monetary Policy Advantage with Attractive Valuations, Fundamentals and Momentum What Happened in H1 2014? One of the most popular investment themes coming into 2014 was Hedged Japanese Equity (owning Japanese equities while simultaneously hedging out the risk…

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japan-hedge-equity-theme-jc-7-14.pdf

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Can a Tactical ETF Strategy be used as a Liquid Alternative?

This blog post doesn’t have anything to do with country-focused or factor-based investing, so hopefully you’ll stay with me. I recently attended the Investment Management Consultant’s Association annual conference in Boston. It was two days of (mostly) strong content, and…

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tactical-managers-and-liquid-alts-dg-6-14.pdf

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Mexico: A Country in Transition

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…

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mexico-may-2014.pdf

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Israel: Under the Radar

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…

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israel-april-20142.pdf

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Quality Factor Goes Global

Global multi-factor investing is a passion of ours, and as such, we like to pay attention to what others are writing on the subject. In a recent blog post on ETF.com, Larry Swedroe provided a nice summary of a couple…

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U.S. Financials: Investment Theme Update

In an effort to update you on the Accuvest “U.S. Banking & Financial Services” investment theme, we have restated the core tenants of our positive outlook in 3 points below. In addition to monitoring these primary drivers, we are interested…

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