China’s focus on green policies and the rise of eCommerce have influenced paper companies’ rise to value within the ICON system. Portfolio Managers Scott Snyder and Rob Young discuss these influences and their potential effects going forward.
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Over the last nine calendar years, the Information Technology and Consumer Discretionary sectors have led the MSCI All Country World Index by nearly 70% cumulatively. In addition these sectors have been in the top three annual best-performing sectors two-thirds of those years…
At ICON, we believe that investors should instead have a permanent allocation to the space with fund selection determined from a risk/return perspective. There are also several forces contributing to positive current opportunity within the space.