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James Advantage Funds
1.800.99.JAMES (1-800-995-2637)

Market Views - Economic Outlook 2016

Outlook 2015

Recommendations

For Business Executives For Investors
Recommendation Substandard economic growth presents dangers and opportunities
Recommendation Household wealth growing meagerly:
  • Sales growth problematic
  • Seek increased customer satisfaction to grow base
Recommendation Manufacturing slowdown to continue:
  • World demand sluggish
  • Better prospects domestically
Recommendation Commodity prices to remain low:
  • Caution towards producing commodities
  • Favor business segments utilizing commodities
  • Your suppliers’ overcapacity may mean bargains
Recommendation The Year of Unpredictability
Recommendation Key: Targeted Opportunities
Recommendation 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
Recommendation 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
Recommendation 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)

Download The Long-term Economic Report (.PDF)   PDF


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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You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Fund before investing. The Fund's prospectus contains this and other information about the Fund, and should be read carefully before investing. You may obtain a current copy of the Fund's prospectus by calling 1-800-995-2637 or click here to view or download a prospectus online.

Mid, Small and Micro Cap investing involve greater risk not associated with investing in more established companies, such as greater price volatility, business risk, less liquidity and increased competitive threat. Fund holdings and sector weightings are subject to change without notice. Past performance is no guarantee of future results.
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Distributed by ALPS Distributors, Inc. 1290 Broadway, Ste 1100, Denver, CO 80203 (Member FINRA)