July 16th, 2019 | by Gregg S. Fisher, CFA, "Invest with Reason"
• 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 […]View Article
June 25th, 2019 | by Gregg S. Fisher, CFA, "Invest with Reason"
Investor confidence, more than attractively valued securities, appears to be supporting stock prices. Investors need to take far more risk than 15 or 30 years to earn the same expected return. Investors might consider increasing retirement savings, rather than taking excessive investment risk, to meet retirement-funding needs. On June 20, major US stock indices, including […]View Article
May 3rd, 2019 | by Gregg S. Fisher, CFA, "Invest with Reason"
• Jesse Redniss describes how data is shaking up the entertainment industry. • The corporate merger of AT&T and Time Warner combines entertainment content with a vast consumer network. • Data technology is changing the way consumers interact with content providers. My “Q Factor” podcast series views the world through a data-driven lens. So far, […]View Article
April 10th, 2019 | by Gregg S. Fisher, CFA, "Invest with Reason"
Andrew Ang, a leading figure in quantitative factor investing, sheds light on the field in “The Q Factor.” He views factor investing as “democratizing excellence” for investors, and is exploring areas such as designing factor-oriented portfolios for retirees. To learn more about data and quantitative investing, listen to one of the great experts in the […]View Article