My investment adviser, ENR Asset Management, Inc. provides its clients with an annual investment outlook and strategy. This year because we are sponsoring two Multi Currency Asset Allocation seminars with ENR, you are invited to join in at no cost as a Gary Scott reader.
Eric and Thomas Fischer will discuss stocks, bonds, commodities and currencies for 2015 along with our macro outlook.
Eric writes: Although 2014 has been another good year for U.S. stocks, overseas equities have mostly posted losses when measured in dollars. It is our view that a strong American dollar will generate a significant earnings boost for European multinationals at the expense of U.S. large-caps next year. The dollar is also likely to delay the Fed’s tightening as it gains strength and curbs inflation. We are over-weighted in Europe and believe next year will witness a reversal of U.S. market leadership amid high valuation multiples, possibly higher rates and slowing GDP, if oil prices don’t recover to offset shale cash-flow bottlenecks and production cutbacks. In this environment, the Fed won’t be in a hurry to hike interest rates. The European Central Bank, on the other hand, will be forced to become much more assertive as it starts purchasing sovereign bonds as it seeks to influence euro-zone interbank lending and corporate borrowing. The ECB needs to stimulate inflation.
Click below for the Power-Point presentation that relates to the Advisory Extra call which takes place at 10:30 am EST Tuesday January 13th. Keep this presentation handy for the conference call.
There are five other calls each should last approximately 30 minutes.
If you wish to have the Power-Point presentation for any or all of the other sessions email Thomas Fischer this weekend at Thomas@enrasset.com
Monday, January 12, 2015
9am EST: Low Risk Investor
10.30am EST: Medium Risk Investor
11.30am EST: High Risk Investor
Tuesday, January 13, 2015
9am EST: Dynamic Leveraged Risk Investor
10:30 EST: Global Investor
1.30pm EST: Global Contrarian Income
You may access ENR’s toll-free Bell Canada dial-in conference call on the relevant presentation date:
RESERVATIONLESS SERVICE (Eastern Standard Time)
Moderator name: Eric Roseman
Toll-free Dial-in number: 1 866-500-7810
Local dial-in number: 514-736-8031
Global toll-free dial-in number: 800-0160-8093
Conference ID: 8660995
If you have any questions contact Thomas Fischer this weekend at Thomas@enrasset.com