Viewpoints

  • April 9th, 2018 | by Gregg S. Fisher, CFA, "Invest with Reason"

    How Investors can make the Tax Code Work for Them

    Many investors pay too little attention to investment returns on an after-tax basis. Active tax management strategies can boost post-tax returns by 1% annualized. Passive indexes are less tax-efficient than many investors realize, but active tax-loss harvesting can enhance returns of an index-tracking portfolio, and adding a multi-factor investment strategy can further add to returns. […]

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  • March 20th, 2018 | by Gregg S. Fisher, CFA, "Invest with Reason"

    Factors Meet Life Cycle Investing

    Stock portfolios with different factor tilts may be more appropriate for investors with different risk preferences. A portfolio dominated by the size and value factors may be particularly suitable for young investors. As investors age, lower-volatility portfolios, such as ones dominated by quality, may be more appropriate. In recent years, the term factor investing has […]

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  • January 31st, 2018 | by Gregg S. Fisher, CFA, "Invest with Reason"

    Where to Invest if Inflation Picks Up

    Inflation has been subdued globally since 2009, but some key measures of inflation have shown life recently. Looking back in history, commodities, gold, REITs, and emerging-market equities proved to be outperformers when inflation rates were high and during periods of unexpected jumps in inflation. While predicting inflation movements is hard, a well-diversified portfolio with an […]

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  • January 22nd, 2018 | by Gregg S. Fisher, CFA, "Invest with Reason"

    Are Stocks Overdue for a Correction?

    Today’s stock market almost appears to be levitating. From January 1, 2017 to January 12, 2018, the S&P 500 Index surged 27%, and the ride was remarkably smooth. To put the recent market calm in some context, we looked back in history. We tallied market corrections of 10%, 20%, and 30% by calendar year from […]

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  • January 10th, 2018 | by Gregg S. Fisher, CFA, "Invest with Reason"

    The Curious Case of Low Profitability and High Stock Returns

    It seems almost axiomatic that more-profitable businesses should generate better returns for investors than their less-profitable counterparts. In fact, the historic link between profitability and stock performance has been well documented by academic research.* Yet, in the recent market environment, this investment principle has been turned on its head. What is going on here? Exhibit […]

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