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PORTFOLIO REALLOCATION COMMENTARIES

When we make industry shifts or major portfolio reallocations, you can learn what motivated the change in positioning by reading the commentaries below.

ICON's Tactical Allocation Portfolio Reallocation Commentary:
 
February 13, 2017 I  August 19, 2016 I July 1, 2016 
 

ICON's Strategy Based Investment Portfolio Reallocation Commentary:
 
 February 22, 2017 I  October 21, 2016 I September 14, 2016 I 

 

 





Opinions and forecasts regarding sectors, industries, companies, countries and/or themes, and portfolio composition and holdings, are all subject to change at any time, based on market and other conditions, and should not be construed as a recommendation of any specific security, industry, or sector.
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