News and Views – Articles and White Papers

ICON Articles

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.

ICON Articles and White Papers

ICON Latest Insights

Real Interest Rates: A “Perfect Storm” for Fixed Income Investors

January 5, 2021/0 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.

It's Money Supply not Interest Rates

/

September 27, 2019

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.

ESG Investing

/

March 8, 2019

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.

Recovery Rallies

/

March 13, 2018

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.

April 11, 2017/by ICON Advisers

Bank Profitability and Interest Rates

March 7, 2017/by ICON Advisers

Deficiencies of P/E in Predicting Returns

Limited Resources

December 21, 2016/by ICON Advisers

Limited Resources How Passive Investing Interferes with Our Free Market System

10 Strategy Peer Groups Defined

August 31, 2016/by ICON Advisers

FINALLY! A money manager classification system that sorts managers by their investment strategy.

The Federal Reserve & Money Supply

March 10, 2015/by ICON Advisers

The Federal Reserve & Money Supply

January 15, 2015/by ICON Advisers

Value Oriented Bond Management

Mutual Fund Flows

April 30, 2014/by ICON Advisers

Bond Briefing – Part II

Velocity of MZM Money Stock

January 23, 2014/by ICON Advisers

Interest Rate Outlook – “Old Normal”

More from the Archive

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.

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 and the statement of additional information contain this and other information about the Funds; please read the prospectus and the statement of additional information carefully before investing. ICON Distributors^SM, 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 sub-adviser to the ICON Funds. RFS Partners is the distributor of the ICON Funds.