Viewpoints

  • September 26th, 2019 | by Gregg S. Fisher, CFA, "Invest with Reason"

    I’ll Be Watching You

    Afshin Goodarzi, 1010Data’s chief analyst, joined me for a “Q Factor” podcast. Consumer companies are keeping track on you through your smartphones. To understand how and why, listen to Goodarzi’s podcast. My “Q Factor” podcast series is all about how big data is transforming our lives. If you feel as though you’re being tracked and […]

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  • September 20th, 2019 | by Gregg S. Fisher, CFA, "Invest with Reason"

    Still a Place for Bonds

    Despite extremely low yields, high-quality government bonds still merit a portfolio allocation. Such bonds are an important component of portfolio risk management. Their hedging quality helps ensure that investors will earn the equity risk premium. The surge in Treasuries (among other “safe haven” assets) on Monday, September 16, 2019, reinforces the role of high-quality fixed […]

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  • September 13th, 2019 | by Gregg S. Fisher, CFA, "Invest with Reason"

    Accounting Facts and Security Analyst Errors

    Security analysts, like individual investors, fall prey to behavioral biases These errors are quite systematic. “Hard” accounting characteristics such as profitability are useful tools for security analysis but are misinterpreted by analysts. Behavioral finance is a topic on which I’ve conducted a considerable amount of research and written before.* But this is mainly about how […]

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  • July 24th, 2019 | by Gregg S. Fisher, CFA, "Invest with Reason"

    How Data is Transforming Money

    • Matan Parnes, Paypal’s Head of Global Risk and Data Sciences, joined me for a “Q Factor” podcast • Technology is driving a dramatic transformation of money and digital-payment systems. • To learn more, listen to Parnes’ podcast. The overarching theme of “Q Factor” is that quantitative data is revolutionizing nearly every aspect of our […]

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  • July 16th, 2019 | by Gregg S. Fisher, CFA, "Invest with Reason"

    Investing in a World at Odds

    • Globalization—not for the first time in history—is under siege. • Stress is emanating from rising populism around the world, growing income inequality, and the surge of China. • Global economic growth is slipping, while global debt is mounting. • Investors will need to take more risk to achieve a targeted investment return. It’s a […]

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