Invest With Reason Blog

  • March 20th, 2020 | by Ashvin Viswanathan, CFA

    Does Market Timing Work?

    The recent surge in market volatility and associated plunge in stock prices have been quite remarkable. In less than four weeks, the S&P 500 Index plummeted 27% from a record high on February 19 to its close on March 16, signaling the arrival of a bear market and a close to a remarkably long, 11-year […]

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  • March 17th, 2020 | by Ashvin Viswanathan, CFA

    Turning Shareholder Yield into an Investment Strategy

    Share buybacks have become a major theme in the US stock market in recent years. Share repurchases reached a new peak in 2018-2019, helped along by the sharp cut in corporate tax rates that took effect in January 2018. But what motivates companies to buy back shares? We conducted research on this question and came […]

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  • February 25th, 2020 | by The Gerstein Fisher Team

    Using Factors to Rebalance a Client’s Portfolio

    We normally think about investment risk factors—such as value or momentum—at the individual security level. We decided to test whether the same factor logic works at the asset-class level. Specifically, we studied whether applying the momentum factor is a useful tool to manage quantitative, tactical asset allocation and its byproduct—portfolio rebalancing—in an effective way. Momentum […]

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  • September 26th, 2019 | by The Gerstein Fisher Team

    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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