--- title: "Investing Ideas" url: https://accuvestblog.com/category/investing-ideas/ description: "All 14 archived Accuvest Global Advisors entries filed under Investing Ideas." published: 2017-08-03 updated: 2017-08-03 --- # Investing Ideas Published 2017-08-03 14 entries · March 7, 2014 to August 3, 2017 ## [Accuvest Core Brands – July Highlights](https://accuvestblog.com/2017/08/03/accuvest-core-brands-july-highlights/) August 3, 2017 · by [James C](https://accuvestblog.com/author/agajcalhoun/) · Filed under [Investing Ideas](https://accuvestblog.com/category/investing-ideas/), [Uncategorized](https://accuvestblog.com/category/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… Issue attachment (not archived) Accuvest Core Brands – July 2017 Highlights accuvest-core-brands-july-2017-highlights.pdf [Read this entry](https://accuvestblog.com/2017/08/03/accuvest-core-brands-july-highlights/) ## [INTL Momentum Has Shifted](https://accuvestblog.com/2017/06/05/intl-momentum-has-shifted/) June 5, 2017 · by [Dustin Blodgett](https://accuvestblog.com/author/agadustinblodgett/) · Filed under [Investing Ideas](https://accuvestblog.com/category/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/ Issue attachment (not archived) INTL Now – Relative Strength 05.2017 intl-now-relative-strength-05-2017.pdf [Read this entry](https://accuvestblog.com/2017/06/05/intl-momentum-has-shifted/) ## [Accuvest Core Brands – April Highlights](https://accuvestblog.com/2017/05/02/accuvest-core-brands-april-highlights/) May 2, 2017 · by [James C](https://accuvestblog.com/author/agajcalhoun/) · Filed under [Investing Ideas](https://accuvestblog.com/category/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… Issue attachment (not archived) Accuvest Core Brands – April 2017 Highlights accuvest-core-brands-april-2017-highlights1.pdf [Read this entry](https://accuvestblog.com/2017/05/02/accuvest-core-brands-april-highlights/) ## [Investing Insights: Why Global and Why Now](https://accuvestblog.com/2017/02/15/investing-insights-why-global-and-why-now/) February 15, 2017 · by [Dustin Blodgett](https://accuvestblog.com/author/agadustinblodgett/) · Filed under [Investing Ideas](https://accuvestblog.com/category/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.… Issue attachment (not archived) Why Global and Why Now accuvest_why_global_now.pdf [Read this entry](https://accuvestblog.com/2017/02/15/investing-insights-why-global-and-why-now/) ## [Top Brands Hold Valuable Intangible Assets](https://accuvestblog.com/2016/11/11/top-brands-hold-valuable-intangible-assets/) November 11, 2016 · Filed under [Investing Ideas](https://accuvestblog.com/category/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.… [Read this entry](https://accuvestblog.com/2016/11/11/top-brands-hold-valuable-intangible-assets/) ## [Reasons to be Patient with Equities](https://accuvestblog.com/2016/09/16/reasons-to-be-patient-with-equities/) September 16, 2016 · by [James C](https://accuvestblog.com/author/agajcalhoun/) · Filed under [Investing Ideas](https://accuvestblog.com/category/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.… Issue attachment (not archived) asset-class-review-q3-sept-2016 asset-class-review-q3-sept-2016.pdf [Read this entry](https://accuvestblog.com/2016/09/16/reasons-to-be-patient-with-equities/) ## [Why Europe? Why Now?](https://accuvestblog.com/2015/08/26/why-europe-why-now/) August 26, 2015 · by [James C](https://accuvestblog.com/author/agajcalhoun/) · Filed under [Investing Ideas](https://accuvestblog.com/category/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… [Read this entry](https://accuvestblog.com/2015/08/26/why-europe-why-now/) ## [Does China still make Dollars and Sense?](https://accuvestblog.com/2015/06/26/does-china-still-makes-dollars-and-sense/) June 26, 2015 · by [James C](https://accuvestblog.com/author/agajcalhoun/) · Filed under [Investing Ideas](https://accuvestblog.com/category/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… [Read this entry](https://accuvestblog.com/2015/06/26/does-china-still-makes-dollars-and-sense/) ## [Why Invest in Europe (FX Hedged)?](https://accuvestblog.com/2015/02/18/why-invest-in-europe-fx-hedged/) February 18, 2015 · by [James C](https://accuvestblog.com/author/agajcalhoun/) · Filed under [Investing Ideas](https://accuvestblog.com/category/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… Issue attachment (not archived) Europe Equity (FX Hedged) europe-equity-fx-hedged.pdf [Read this entry](https://accuvestblog.com/2015/02/18/why-invest-in-europe-fx-hedged/) ## [Why Invest in the Japan (FX Hedged)?](https://accuvestblog.com/2015/02/18/why-invest-in-the-japan-fx-hedged/) February 18, 2015 · by [James C](https://accuvestblog.com/author/agajcalhoun/) · Filed under [Investing Ideas](https://accuvestblog.com/category/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… Issue attachment (not archived) Japan Equity (FX Hedged) japan-equity-fx-hedged.pdf [Read this entry](https://accuvestblog.com/2015/02/18/why-invest-in-the-japan-fx-hedged/) ## [Why Invest in U.S. Small Caps?](https://accuvestblog.com/2015/02/18/why-invest-in-u-s-small-caps/) February 18, 2015 · by [James C](https://accuvestblog.com/author/agajcalhoun/) · Filed under [Investing Ideas](https://accuvestblog.com/category/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… Issue attachment (not archived) US Small Cap Equity us-small-cap-equity.pdf [Read this entry](https://accuvestblog.com/2015/02/18/why-invest-in-u-s-small-caps/) ## [Why Invest in the Technology Sector?](https://accuvestblog.com/2015/02/18/why-invest-in-the-technology-sector/) February 18, 2015 · by [James C](https://accuvestblog.com/author/agajcalhoun/) · Filed under [Investing Ideas](https://accuvestblog.com/category/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… Issue attachment (not archived) US Technology us-technology.pdf [Read this entry](https://accuvestblog.com/2015/02/18/why-invest-in-the-technology-sector/) ## [US Dollar Strength and what it means for Global Portfolios](https://accuvestblog.com/2014/10/06/us-dollar-strength-and-what-it-means-for-global-portfolios/) October 6, 2014 · by [James C](https://accuvestblog.com/author/agajcalhoun/) · Filed under [Investing Ideas](https://accuvestblog.com/category/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… [Read this entry](https://accuvestblog.com/2014/10/06/us-dollar-strength-and-what-it-means-for-global-portfolios/) ## [South Africa: Currency or Country?](https://accuvestblog.com/2014/03/07/south-africa-currency-or-country/) March 7, 2014 · by [James C](https://accuvestblog.com/author/agajcalhoun/) · Filed under [Investing Ideas](https://accuvestblog.com/category/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… Issue attachment (not archived) Print this article here. south-africa-march-2014.pdf [Read this entry](https://accuvestblog.com/2014/03/07/south-africa-currency-or-country/)