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.
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.
A review of bonds, domestic equities, and international equities at the four-month mark of 2018.
Dr. Craig Callahan of ICON Advisers explores whether it’s time for advisers to consider small-cap stocks in their client portfolio.
The stock market’s recovery is approaching the nine year mark and appears to have the potential to continue for a few more years.
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.
“Further research into active management has helped this organization hone it’s criteria for finding superior active managers.”
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.