Our investment managers periodically issue articles and white papers sharing what they’ve learned in the industry related to the ICON investment system and products. We hope you will find the information enlightening, interesting and relevant.
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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.
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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.
https://iconadvisers.com/wp-content/uploads/2017/04/recovery-rallies-fe.jpg 805 1200 ICON Advisers https://iconadvisers.com/wp-content/uploads/2017/11/ICON_Advisers_logo.png ICON Advisers2018-03-13 20:07:472018-08-29 07:30:57Recovery Rallies
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.
Opinions and forecasts regarding sectors, industries, companies, countries and/or themes, and portfolio composition and holdings, are all subject to change at any time, based on market and other conditions, and should not be construed as a recommendation of any specific security, industry, or sector.
Real Interest Rates: A “Perfect Storm” for Fixed Income Investors/0 Comments/in Highlight Article, ICON Articles, Jerry Paul, News /by Kevin Scott
Driven largely by the lack of real interest rates, bond investors are faced with a “Perfect Storm,” resulting in historically low interest rates with real interest rates explaining the largest part of the problem. This paper will discuss this environment.