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.
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:
Contrary to a popular belief that interest rates are destined to rise significantly, at ICON we believe we may be re-entering the “old normal” where the U.S. Treasury 10-year yield remains between 2%-4% for an extended period of time.
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