Viewpoints

  • July 7th, 2017 | by Gregg S. Fisher, CFA, "Invest with Reason"

    Global Diversification for the Long Term

    Following several years of underperformance relative to the S&P 500, international stocks have outperformed their US counterparts this year through June 19. Rather than making portfolio decisions based on periods of out- or underperformance, however, investors would be wise to consider a strategic allocation to foreign stocks, especially considering that an increasing share of global […]

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  • June 26th, 2017 | by Gregg S. Fisher, CFA, "Invest with Reason"

    Should Investors Fear the Market’s Lack of Fear?

    In the face of persistent political and economic uncertainty, the US equity market has remained notably calm, causing some investors to worry about the apparent lack of worry in the market. The VIX (CBOE Volatility Index), a popular barometer of market fear, currently stands at a nearly 24-year low. Research conducted by Gerstein Fisher has […]

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  • June 1st, 2017 | by Gregg S. Fisher, CFA, "Invest with Reason"

    Fear of (Market) Heights

    US equity market valuations, many at all-time highs, are stoking investor fears of an impending correction. The notion of over/undervalued markets is a complicated one; research has found as many instances of markets continuing to appreciate well beyond “peak valuations” as instances of major corrections following such heights. Investors would be well served to avoid […]

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  • April 25th, 2017 | by Gregg S. Fisher, CFA, "Invest with Reason"

    Do Small-Country Stocks Generate Bigger Returns?

    Research has shown that, when investing in foreign stocks, smaller countries (as measured by market capitalization) tend to outperform their larger peers; this is referred to as the small country effect. Investment strategies that attempt to closely track cap-weighted indexes can end up with a large-country bias given that the index is “top-heavy” (concentrated in […]

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  • March 27th, 2017 | by Andrew Tanzer, CFA, "The Global Equation"

    Changing Tax Regimes and Your Stock Portfolio

    With talk of tax cuts coming from Washington, many investors are pondering the implications of lower taxes for their equity investments. Looking at long-term trends in tax rates (personal income and capital gains, specifically) and equity market performance, at first blush it appears that falling taxes coincide with rising stock prices. However, a closer examination […]

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