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

Savings Rates are Back to Historic Levels. Here’s What it Means for Investors

Eric Clark, Portfolio Manager -
Wow is all I can say after looking at the BEA’s Savings Rate report. Total personal saving was $6 trillion in March which drove the savings rate just over 27% when you add the epic amounts of new cash people are getting.
Economic Insights

U.S. Consumer Confidence Returns to Pre-Pandemic Levels

Eric Clark, Portfolio Manager -
Consumers drive roughly 70% of U.S. economic output. Collectively, we are a very important cohort to track for the overall direction and health of the economy. The consumer, here and abroad, is the most important factor driving economies which makes our actions and expectations key to the stock market.
Economic Insights

U.S. Consumer Confidence Returns to Pre-Pandemic Levels

Eric Clark, Portfolio Manager -
Consumers drive roughly 70% of U.S. economic output. Collectively, we are a very important cohort to track for the overall direction and health of the economy. The consumer, here and abroad, is the most important factor driving economies which makes our actions and expectations key to the stock market.
Economic Insights

The Services Sector Mean Reversion Continues

Eric Clark, Portfolio Manager -
Monday’s ISM Services report highlights the robust recovery we are seeing across many of 2020’s laggard industries like travel, restaurants, and leisure services.
Economic Insights

The Services Sector Mean Reversion Continues

Eric Clark, Portfolio Manager -
Monday’s ISM Services report highlights the robust recovery we are seeing across many of 2020’s laggard industries like travel, restaurants, and leisure services.
Economic Insights

The Most Important Charts Driving U.S. GDP Growth Right Now

Eric Clark, Portfolio Manager -
My team and I are constantly looking forward, and trying to get into the mind of consumers to identify potential investment opportunities. 2020 was the year where portfolio concentration, expensive growth stocks and active trading was a winning trio. 2021 thus far has been the mirror opposite with value significantly outperforming growth and re-opening stocks and cyclicals offering strong portfolio value.
Economic Insights

Fintech Investing: It’s Global & It’s Epic in Size

Eric Clark, Portfolio Manager -
As thematic investors who assess global consumer spending trends, we have so many exciting secular trends to explore. One of the largest and most prominent consumption trends is the dramatic rise in Fintech innovation and the slow but steady death of cash as the primary method of transactions. Cash used as a percent of total global purchase transactions is estimated to be roughly 70% so it’s still very large.
Economic Insights

Fintech Investing: It’s Global & It’s Epic in Size

Eric Clark, Portfolio Manager -
As thematic investors who assess global consumer spending trends, we have so many exciting secular trends to explore. One of the largest and most prominent consumption trends is the dramatic rise in Fintech innovation and the slow but steady death of cash as the primary method of transactions. Cash used as a percent of total global purchase transactions is estimated to be roughly 70% so it’s still very large.
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