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.
Investment Strategy Insights

What’s Next for Markets?

Eric Clark, Portfolio Manager -
In this blog post, I want to discuss the virtues of being more active with regard to asset allocation decisions. In up-trending bull markets, a buy and hold approach for clients is fine, but when markets turn to sideways or are down biased, a more active allocation approach is warranted if one desires a better return and risk profile.
Investment Strategy Insights

What’s Next for Markets?

Eric Clark, Portfolio Manager -
In this blog post, I want to discuss the virtues of being more active with regard to asset allocation decisions. In up-trending bull markets, a buy and hold approach for clients is fine, but when markets turn to sideways or are down biased, a more active allocation approach is warranted if one desires a better return and risk profile.
Investment Strategy Insights

Brands Expert Discusses Why Pent Up Spending/Demand Continues to Build

Eric Clark, Portfolio Manager -
We recently saw the primary driver of the U.S. economy, Personal Consumption Expenditures (PCE) plummet by the most on record. That’s what happens when 320 million people aren’t supposed to go out of their houses much and most physical stores are closed by the state and federal government.
Investment Strategy Insights

Flexible Active Management has Benefits in a Volatile Market

Eric Clark, Portfolio Manager -
2020 will likely turn out to be one of the most difficult markets to navigate for investors, financial advisors, and portfolio managers. It’s in difficult times that strategies get battle tested. Most everyone looks smart when the trend is with you and the economy is strong and accelerating.
Investment Strategy Insights

Flexible Active Management has Benefits in a Volatile Market

Eric Clark, Portfolio Manager -
2020 will likely turn out to be one of the most difficult markets to navigate for investors, financial advisors, and portfolio managers. It’s in difficult times that strategies get battle tested. Most everyone looks smart when the trend is with you and the economy is strong and accelerating.
Investment Strategy Insights

What will the Recovery Look Like?

Eric Clark, Portfolio Manager -
I don’t remember a time when there was more uncertainty about the economy, equity markets, debt markets, and with interest rates, volatility, and currencies. There is no comparison!
Investment Strategy Insights

What will the Recovery Look Like?

Eric Clark, Portfolio Manager -
I don’t remember a time when there was more uncertainty about the economy, equity markets, debt markets, and with interest rates, volatility, and currencies. There is no comparison!
Investment Strategy Insights

Brands Expert Discusses Sentiment Extremes and Stages of Bear Markets

Eric Clark, Portfolio Manager -
It’s really bad out there in small business land as witnessed by the above chart. Unemployment has gone parabolic and there’s likely a bit more to go to potentially have 10%+ unemployment in the U.S. The rapid move from <3.5% unemployment to >10% unemployment will be the fastest in history.
1...181920...26Page 19 of 26

Stay in touch:

255,324FansLike
128,657FollowersFollow
97,058SubscribersSubscribe

Newsletter

Don't miss

Economic Insights

Income Shines: November 2024 HANDLS Monthly Report

0
November proved to be a strong month for income-focused investments, with all sectors delivering positive returns despite market volatility.
Economic Insights

Building a Winning Portfolio for Trump’s Second Term

0
Building a portfolio for a second Trump term means focusing on companies positioned to benefit from shifting regulatory priorities and trade dynamics.
Economic Insights

David Miller on CNBC’s Market Navigator: Will Overheating Hurt Nvidia?

0
Will Mag 7 stock Nvidia beat estimates? David Miller, Co-Founder and Chief Investment Officer of Catalyst Funds, Rational Funds, and Strategy Shares, provided his insights to CNBC on Nov. 19 on why he believes the company will come out ahead this week despite potentially challenging headlines.
Economic Insights

Chart of the Week: is the Stock Market Getting Ahead of Itself?

0
In October, Goldman Sachs strategists cautioned investors to be prepared for stock market returns during the next decade that are toward the lower end of their typical performance distribution.
Economic Insights

What’s the Real Value of Active Management?

0
In my opinion, true active strategies have a very important role in portfolios as complements to passive, cheap beta. Advisors need to understand what they own.
spot_img

About us

Most recent

Most popular

Subscribe

© Catalyst Insights - 2024 - All rights reserved.