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.
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…
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.
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.
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.
The Federal Reserve (FED) was formed in 1913 by Congress as an independent government agency, with the intention that it would be free from political pressures.
Equity investors can be categorized into a broad range of equity strategies, including valuation-based approaches, whereas bond investors generally think in terms of interest rates and duration management.
Over the last decade the concept of behavioral finance has received increased recognition in both the academic world and with investors. Modern Portfolio Theory makes three distinct assumptions:
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.
Consider the investment objectives, risks, charges, expenses, and share classes of each ICON Fund carefully before investing. The prospectus, summary prospectus and the statement of additional information contain this and other information about the Funds; please read the prospectus, summary prospectus and the statement of additional information carefully before investing. ICON DistributorsSM, distributor.
ICON Funds are offered only to U.S. citizens or residents of the U.S., and the information on this website is intended only for such persons. Nothing on this website should be considered a solicitation to buy or an offer to sell shares of any ICON Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.
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.