• 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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  • October 20th, 2017 | by Gregg S. Fisher, CFA, "Invest with Reason"

    After a Decade of Strong Large Cap Growth, is There a Place for Small Value in Your Portfolio?

    The recent outperformance of favored tech stocks is the latest blow to small-cap value in a decade-long pattern biased toward large-cap growth. Indeed, although small-cap value has historically outperformed large-cap growth by a five-percentage-point annualized premium, that advantage turned to a deficit over the past 10 years. But any given 10-year period is idiosyncratic, subject […]

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  • October 15th, 2017 | by Gregg S. Fisher, CFA, "Invest with Reason"

    Richard Thaler’s Well-Deserved Nobel Prize

    Whenever I think about Richard Thaler, who was awarded the 2017 Nobel Prize in Economics on October 9 for his contributions in the field of behavioral economics, my mind flits to the Giant Blue Whale in New York’s American Museum of Natural History. In November 2008, amid financial panic and cratering stock markets (the S&P […]

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  • August 16th, 2017 | by Gregg S. Fisher, CFA, "Invest with Reason"

    Is There an Investment Case for Down-and-Out Commodities?

    Amid broad gains across global asset classes year to date, commodity returns have continued their long run of lackluster performance in 2017. Despite challenging absolute and relative performance and high volatility, commodities have a strategic role to play in a diversified portfolio. Owing to their low correlations with traditional asset classes, commodities can dampen overall […]

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  • 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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