Global Clients, Global Portfolios
Research commentary published April 2013 – September 2017
14 entries · March 7, 2014 to August 3, 2017
August 3, 2017 · by James C · Filed under Investing Ideas, Uncategorized
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…
June 5, 2017 · by Dustin Blodgett · Filed under Investing Ideas
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/
May 2, 2017 · by James C · Filed under Investing Ideas
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…
February 15, 2017 · by Dustin Blodgett · Filed under Investing Ideas
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.…
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.…
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.…
August 26, 2015 · by James C · Filed under Investing Ideas
Why Europe? Why Now? Earnings and Margins Recovery MSCI EMU earnings and profit margins are significantly below previous peak levels, offering recovery potential. Earnings and Margins should improve with business confidence. The IFO institute’s business climate index for Germany climbed…
June 26, 2015 · by James C · Filed under Investing Ideas
The recent inflection point in Chinese equities provides us with an opportunity to re-evaluate the investment thesis on China. Entering June, China was the #1 overall ranked country in the Accuvest Global Core Equity universe. China has been ranked #1…
February 18, 2015 · by James C · Filed under Investing Ideas
Leading indicators show tentative signs of stabilization (relative PMIs), and there is still substantial pent up demand (savings ratio of 13% and net investment is 1/3 its normal levels). Bank balance sheets have stopped contracting and money supply is now…
February 18, 2015 · by James C · Filed under Investing Ideas
The explicit policy of the Bank of Japan and Government of Japan is to weaken the Yen, create asset price inflation, and support economic growth. Abenomics had a positive impact during 2014, and more accommodative initiatives are expected in 2015…
February 18, 2015 · by James C · Filed under Investing Ideas
Falling energy sector profits and a rising dollar will be less of an earnings headwind for small-cap stocks given lower energy sector exposure and a greater proportion of sales derived domestically. (Small-caps derive 18–20% of earnings outside the US compared…
February 18, 2015 · by James C · Filed under Investing Ideas
Select industries in the Technology sector are among the fastest growing segments of the market. The US technology sector is attractively valued given its solid long-term earnings growth, improving cyclical outlook, accelerating cash distributions to shareholders, and exposure to secular…
October 6, 2014 · by James C · Filed under Investing Ideas
Recent US Dollar Strength The last six months have seen impressive gains for the US Dollar versus the Yen, Euro, Emerging Market currencies, and commodities. USD strength is likely to persist; however, we expect that it will proceed at a…
March 7, 2014 · by James C · Filed under Investing Ideas
From the perspective of a U.S. Investor, an allocation to South African equities is largely a bet on the performance of the South African Rand. In fact, over the last 12 months 47.8% of the volatility exhibited in the iShares…