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Economic Commentary

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Economic Commentary from Global View Investment Advisors.


Kopernik Update

Kopernik Update

Many clients own the Kopernik Global All-Cap fund in their portfolios.  We added the fund to many portfolios in early 2014 after extensive analysis of the portfolio manager’s track record.  Dave Iben managed a portfolio for NWQ TradeWinds which suffered about half the downside risk of the broad market in…

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Should I Invest Overseas?

Should I Invest Overseas?

As we celebrate our 240th Independence Day and the UK votes to exit the European Union, does it make sense for US investors to invest overseas?US stocks are over one half of the world market but less than 1/5 of the world economy. According to CIA data, Europe and China…

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Brexit:  What Now

Brexit: What Now

It came as a big surprise to most everyone when voters in the United Kingdom decided to exit the European Union, moving the pendulum from expansion to contraction.  To hear our thoughts on this topic, watch our two minute video, below: 

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Investment Newsletter

Investment Newsletter June 1, 2016 Executive Summary In our last letter, we suggested that the stock market might start to once again behave as we would expect by trading more on fundamentals than on momentum.  We are happy to report that this changing of the guard appears to be taking…

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