Recommendations
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For Business Executives |
For Investors |
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Substandard economic growth presents dangers and opportunities |
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Household wealth growing meagerly:
- Sales growth problematic
- Seek increased customer satisfaction to grow base
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Manufacturing slowdown to continue:
- World demand sluggish
- Better prospects domestically
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Commodity prices to remain low:
- Caution towards producing commodities
- Favor business segments utilizing commodities
- Your suppliers’ overcapacity may mean bargains
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The Year of Unpredictability |
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Key: Targeted Opportunities |
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Domestic Stocks:
- Lower expectations: correction possible
- Indexing will bear brunt of volatility
- Favor active management
- Strong Dollar favors: small cap, discount stores
- Cheap commodities benefit refiners, airlines, grocers and restaurants
- Undervalued securities should lead
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Bonds:
- Aggressive Fed rate hikes unlikely
- Inflation will remain contained
- Treasuries continue to attract international buyers
- Avoid low quality bonds
- Mixed returns across maturities
- Remain flexible to manage interest rate risk
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Foreign Investments:
- Beware heavy exporters to China
- China to remain volatile
- Opportunities in countries with progrowth policies (Ireland, U.K., India)
- Look for oversold emerging markets (Argentina, Chile)
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The views and opinions expressed are those of James Investment Research, Inc.
This information is of a general nature and does not constitute financial advice. It does not take into account your individual financial situation, objectives or needs, and should not be relied upon as a substitute for financial or other professional advice to assess, among other things, whether any such information is appropriate for you and/or applicable to your particular circumstances. In addition, this does not constitute an offer to sell, or the solicitation of an offer to buy, any financial product, service or program. The information contained herein is based on public information we believe to be reliable, but its accuracy is not guaranteed.
Investing involves risks, including loss of principal.
Past performance is no guarantee of future results.
The James Advantage Funds are distributed by ALPS Distributors, Inc. 1290 Broadway, Ste. 1100, Denver, CO 80203 (Member FINRA). ALPS is not affiliated with James Investment Research, Inc.
S&P 500 refers to the Standard and Poor’s 500® Index with dividends reinvested. It generally represents the aggregate price changes in the largest 500 publicly traded companies. One cannot invest directly in an index.
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Economic Outlook
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- Provides recommendation for Investors
- Forecast for Economy, Bonds, Stocks and International
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