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.
Soon after the market bottom of March 2009, we stated that the sharp week-long market drop in October 2008 resembled the market “crash” of October 1987.
Research in behavioral finance over the last two decades suggests that superior managers do exist. We see how superior managers behave, we know what they look like, and we believe we know how to find them.
From the recession bottom March 9, 2009, through May 26, 2017, the S&P 1500 Index has gained 332.1%, meaning $1.00 invested in the index and held over that period would have grown to $4.32.
Contrary to more common opinions, we believe that Financials stocks’ profitability can be independent of interest rates, even in low rate environments.
Throughout the nearly eight-year stock market advance from the recession low of March 2009 through the record highs of March 2017, we have seen some analysts caution investors with regard to owning stocks.
Each country has to decide how to allocate its resources; land, labor and capital. Given these resources are limited, they are precious and need to be allocated in an efficient manner.
We have heard a lot of chatter recently regarding the corporate bond market. In particular, we are hearing concerns about the amount of debt companies are taking on and their ability to honor their obligations.
With some input and urging from me, and a lot of research on his own, Tom Howard Ph. D. of AthenaInvest developed a system to classify money managers by strategy.
Give us some perspective on recent oil prices. Oil prices reached their highs for 2014 on June 19th, as the spot price for Brent crude topped out at $115.06 per barrel. Since then, oil has struggled, declining 75.56%, to a low of $26.21 per barrel on February, 11 2016.
Investing in securities involves inherent risks, including the risk that you can lose the value of your investment. There is no assurance that the investment process will consistently lead to successful results.
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ICON Advisers, Inc. is the adviser to the ICON Funds. ICON Distributors, Inc. is the distributor of the ICON Funds. ICON Advisers, Inc. and ICON Distributors, Inc. are affiliates.