Global Clients, Global Portfolios
Research commentary published April 2013 – September 2017
6 entries · November 10, 2014 to August 4, 2016
August 4, 2016 · by Dustin Blodgett · Filed under Highlights
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:…
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…
November 10, 2014 · by James C · Filed under Big Picture View
The October 31st announcements from the Bank of Japan, and the resulting moves in the Yen and Japanese equities, reemphasize the impact that central banks and monetary policy can have on markets and portfolios. When central banks are involved in…