Eric Clark, Portfolio Manager

Eric serves as a Portfolio Manager and a member of the Investment Committee at Accuvest Global Advisors, sub-advisor to a consumer-oriented strategy at Rational Funds. As a member of the Investment Committee, his responsibilities include research, investment analysis, technical analysis, macroeconomic commentary, and portfolio strategy & implementation. Eric is a frequent writer about the power of the consumer spending theme and global consumption trends. He is a brand consultant and leads the Alpha Brands Consumer Spending Index committee. He holds the Series 7 and 66 licenses.
Economic Insights

Corrections In Leading Companies Are for Buying

Eric Clark, Portfolio Manager -
Historically, equity markets are positive roughly 80% of the time, or 8 out of 10 years. So far this year, they are negative. In addition, the average annual drawdown peak to trough is ~14% (source: J.P. Morgan Guide to the Markets Report).
Economic Insights

A Playbook for Investing in Structurally Higher Inflation

Eric Clark, Portfolio Manager -
Consumers have already begun making decisions based on higher prices. There will be big winners and losers which makes stock picking a very important portfolio position for the next 12-24 months. Not every company is well suited for the environment we are in, and the most relevant brands will be taking market share. That’s where our team is focused from a stock selection perspective.
Corporate Insights

Thematic Investing: A Look into Key Megatrends Driving Global Economies

Eric Clark, Portfolio Manager -
Consumers and institutions spending >$40 trillion per year is the largest addressable market opportunity there is. Within the primary thematic, there are a few mega-trends that offer investors significant investment opportunities.
Corporate Insights

Thematic Investing: A Look into Key Megatrends Driving Global Economies

Eric Clark, Portfolio Manager -
Consumers and institutions spending >$40 trillion per year is the largest addressable market opportunity there is. Within the primary thematic, there are a few mega-trends that offer investors significant investment opportunities.
Market Trends & Outlook

Which Sectors Have the Best History of Outperforming the S&P 500? Technology & Consumer Discretionary

Eric Clark, Portfolio Manager -
Interestingly, both the technology and consumer discretionary indices have the highest beat rates versus the S&P 500 on a calendar year basis as well. Technology indices have outperformed the S&P 500 index 19 of the 32 years since the data began or roughly 59% of the time. Consumer Discretionary stocks via the index has outperformed the S&P 500 20 of the 32 years with a roughly 63% beat rate.
Market Trends & Outlook

Consumer Spending is Robust. Consumer Confidence is Low. The 1% are Thriving.

Eric Clark, Portfolio Manager -
I've said it repeatedly over the last 5 years and it warrants repeating: nothing is more predictable than a consumers' propensity to spend. If you haven't implemented a consumer spending dedicated core equity position yet, you are missing a thematic that drives 70% of our $21 trillion economy. The same theme drives every major economy. How can anyone ignore a $40 trillion a year, highly predictable thematic in a portfolio? We can help you get right-sized for this opportunity.
Market Trends & Outlook

Consumer Spending is Robust. Consumer Confidence is Low. The 1% are Thriving.

Eric Clark, Portfolio Manager -
I've said it repeatedly over the last 5 years and it warrants repeating: nothing is more predictable than a consumers' propensity to spend. If you haven't implemented a consumer spending dedicated core equity position yet, you are missing a thematic that drives 70% of our $21 trillion economy. The same theme drives every major economy. How can anyone ignore a $40 trillion a year, highly predictable thematic in a portfolio? We can help you get right-sized for this opportunity.
Economic Insights

The Fed & Economy: A Quick Update

Eric Clark, Portfolio Manager -
The Fed announced the taper of bond purchases will begin this month with $15B and they will also taper in December. Some think the December announcement is slightly hawkish but I think the market just likes certainty so I'm happy they told us December would be the same.
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