Value Oriented Bond Management Amid Economic Chaos
While markets are often efficient, the current market environment exposes a number of select areas within the bond market that exhibit less efficient behavior. Investors taking a value-oriented bond management approach may find ways to exploit the inefficiencies.
ESG Investing: Sector, Industry & Stock Impact on ESG Performance
In this article, we show returns of 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.
Insights from ICON Advisers: May 2018
A review of bonds, domestic equities, and international equities at the four-month mark of 2018.
Time for Small Caps?
Dr. Craig Callahan of ICON Advisers explores whether it’s time for advisers to consider small-cap stocks in their client portfolio.
Recovery Rallies: Are 2 Years, 6 Years, or even 9 Years Enough?
The stock market’s recovery is approaching the nine year mark and appears to have the potential to continue for a few more years.
Deficiencies of P/E in Predicting Returns
We suspect the slope of the linear regression line is not as steep as those who use P/E to attempt to predict future returns believe.
Spotlight on Active Management: Finding Superior Active Managers
“Further research into active management has helped this organization hone it’s criteria for finding superior active managers.”
Real Interest Rates: The Mystery of Low to Non-Existent Real Returns
This paper explores why real returns have stayed persistently low in recent years and why they may continue to stay low for the foreseeable future.