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ACCUVEST GLOBAL ADVISORS

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Adam Sipherd
November 7, 2017

Is It Too Late for International or Emerging Markets Investing?

Adam Sipherd
November 7, 2017
Is It Too Late for International or Emerging Markets Investing?

One of the great things about our business is that we get to talk to advisors of all shapes and sizes, all across the US and beyond. For the past five years, most have not wanted to discuss International (non-US and Emerging Markets) investing.

Adam Sipherd
September 25, 2017

What Dropping Country Correlations Mean for Your Global or International Equity Portfolio

Adam Sipherd
September 25, 2017
What Dropping Country Correlations Mean for Your Global or International Equity Portfolio

Over the last 24 months, the average correlation between country equity markets has dropped significantly. These dropping country correlations are also clearly visible at the regional level.

Adam Sipherd
August 28, 2017

European Resurgence: Individual Countries Matter

Adam Sipherd
August 28, 2017
European Resurgence: Individual Countries Matter

At Accuvest Global Advisors, we are known as the “country” guys, as we have been analyzing data at the country level and ranking countries for over 12 years. However, more often than not, advisors ask what our perspective and opinion is from a regional standpoint.

Adam Sipherd
August 8, 2017

Hawks, Hawks Everywhere: State of the Markets Update

Adam Sipherd
August 8, 2017
Hawks, Hawks Everywhere: State of the Markets Update

The first half of 2017 is now in the books. You have to love a full year’s worth of returns in the first six months of the year. My guess: Returns get harder and the ride gets bumpier from here. With volatility so low, it’s hard not to expect some mean reversion this summer. Holding some cash and being tactical around the core could be the best bet heading into year end.

Adam Sipherd
June 7, 2017

Three Reasons Why the Price is Right for International Opportunities

Adam Sipherd
June 7, 2017
Three Reasons Why the Price is Right for International Opportunities

More often than not, advisors and clients move too slowly in increasing allocations away from the U.S., thus missing out on much of the International rebounds that have occurred throughout history. This is largely due to Home Country bias and not feeling as comfortable with having exposures to countries and companies with which they aren’t as familiar.

Adam Sipherd
April 10, 2017

The Case for Japan & China: Own Japan, but Hedge the Yen

Adam Sipherd
April 10, 2017
The Case for Japan & China: Own Japan, but Hedge the Yen

We view Japanese equities as the 7th most attractive investment out of a universe of 34 liquid investable countries. Japan stands out with stronger than average (and improving) fundamentals with below average risk.  Furthermore, Japanese equities exhibit attractive value, with the country’s overall value profile coming in at 7th overall in April.

Adam Sipherd
March 3, 2017

A Differentiated ETF Approach to Managing Global Equities

Adam Sipherd
March 3, 2017
A Differentiated ETF Approach to Managing Global Equities

With roughly seven billion people on the planet, global strategies offer access to the world’s most important companies. The average U.S. investor portfolio is chronically overweight domestic stocks at a time when International offers more opportunity. 

Adam Sipherd
February 9, 2017

Factors Turn Bizarro Across Global Markets

Adam Sipherd
February 9, 2017
Factors Turn Bizarro Across Global Markets

Why has this happened? And more importantly, have these historical relationships been permanently severed? Let us offer four potential explanations for what has happened, and then our opinion as to what the future might hold.

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COUNTRY FIRST

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  • US vs INTL Cycles

  • Why Global Now


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  • Multi-Style Global Equity Investing

  • Do Countries Still Matter?


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