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 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.
Investment Strategy Insights

Leading Brands Serving Vital Consumption Categories Offer Opportunity for Investors

Eric Clark, Portfolio Manager -
On a very short-term basis, my panic metrics are as stretched as they ever get. At any given time, the market can rally like it has earlier this week (+8% for the S&P 500 as I type). The rubber band only stretches so far before it needs some relief.
Investment Strategy Insights

With Spending in Our DNA Expect a Surge in Stock Prices and Revenues

Eric Clark, Portfolio Manager -
There’s no precedent for what we are seeing today. When industries and small businesses are on lock-down and employees are without work and a paycheck, this is becoming real for individuals.
Investment Strategy Insights

Despite the Coronavirus, Short-term Pain Will Result in Long-Term Gain for Investors!

Eric Clark, Portfolio Manager -
The COVID-19 virus (Coronavirus) and the economic damage from it coupled with an already slowing global economy has now fully been expressed in the stock market, commodity prices, and interest rates.
Investment Strategy Insights

Despite the Coronavirus, Short-term Pain Will Result in Long-Term Gain for Investors!

Eric Clark, Portfolio Manager -
The COVID-19 virus (Coronavirus) and the economic damage from it coupled with an already slowing global economy has now fully been expressed in the stock market, commodity prices, and interest rates.
Investment Strategy Insights

Connecting the Dots of Media Hype and Market Panic

Eric Clark, Portfolio Manager -
Investors and algorithms can panic sell at any time and for any reason. We should expect volatility to stay high and short-term moves will...
Investment Strategy Insights

Connecting the Dots of Media Hype and Market Panic

Eric Clark, Portfolio Manager -
Investors and algorithms can panic sell at any time and for any reason. We should expect volatility to stay high and short-term moves will...
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