The SBI Portfolios buy and hold the best strategies and the most strategy consistent managers in those strategies according to our system. In using this process we’ve observed that the effectiveness of each strategy may vary through changing economic and financial market conditions. One such example during this most recent market volatility is ICON’s SBI Global Moderate Portfolio
It seems timely to recall a metaphor described by Benjamin Graham, the ultimate value investor. In reference to the stock market, he wrote of “Mr. Market.”
Our U.S. Income portfolio seems to be handling this market downturn very well. The U.S. Income portfolio’s combination of bonds, utilities & dividend oriented equities is very important to us, the secret sauce if you will.
There are two popular views regarding the economy and monetary policy. One is that the U.S. economy is on the edge of tipping into recession. The second is that with interest rates so low, the Federal Reserve (FED) does not have the ability to stimulate the economy.
The activity of public corporations repurchasing previously issued shares has become a topic of controversy lately as two U.S. senators have proposed…
In this article, we show returns for portfolios comprised of high-ESG scoring companies. More importantly, we use attribution analysis to show contributions from sector, industry, and stock selection within these portfolios.
T-Bills are generally considered to be risk-free investments. An investor knows what the return will be over the short holding period, and the bills are backed by the full taxation power of the U.S. Federal Government.
The purpose of this article is to help remind financial advisers and their investors of the power of long-term investing and the potential cost of investor fear.
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.
ICON Advisers, Inc.
8480 E Orchard Road, Suite 1200
Greenwood Village, CO 80111
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