ESG Investing
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.
A Case for Natural Resources Investing
/0 Comments/in ICON Articles, News, Rob Young /by Kevin ScottOver 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…
Recovery Rallies
/0 Comments/in Craig Callahan, ICON Articles /by ICON AdvisersSoon 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.
Bank Profitability and Interest Rates
/0 Comments/in Craig Callahan, ICON Articles /by ICON AdvisersContrary to more common opinions, we believe that Financials stocks’ profitability can be independent of interest rates, even in low rate environments.
Deficiencies of P/E in Predicting Returns
/0 Comments/in Craig Callahan, ICON Articles /by ICON AdvisersThroughout 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.
Limited Resources How Passive Investing Interferes with Our Free Market System
/0 Comments/in Craig Callahan, ICON Articles /by ICON AdvisersEach 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.
FINALLY! A money manager classification system that sorts managers by their investment strategy.
/0 Comments/in Craig Callahan, ICON Articles /by ICON AdvisersWith 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 & Money Supply
/0 Comments/in Craig Callahan, ICON Articles /by ICON AdvisersThe 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.
Value Oriented Bond Management
/0 Comments/in ICON Articles, Jerry Paul /by ICON AdvisersEquity 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.
Bond Briefing – Part II
/0 Comments/in ICON Articles, Jerry Paul /by ICON AdvisersOver 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:
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