Fisher Investments' Capital Markets Research
Fisher Investments Insights and Thought Leadership
We encourage our clients to think of our firm as an extension of their own research department. The firm participates in a wide range of research and service activities in support of our investment strategies and client-led studies.
White Papers
The Financial Panic and Global Bear Market of 2008
In our view, two converging forces turned what should have been a bull market correction into a financial sector panic causing the bear market. The first force was the effect of accounting rule changes that made leveraged financial institutions vulnerable to rapid decreases in the value of illiquid assets. The second and later force was the government’s dismantling of Wall Street as we have known it, done in the name of saving things, but instead causing massive dislocations. History provides some perspective. In past bear markets, regions, sectors, industries, and even individual stocks that have fallen the most in the end of big down periods, nearly always bounce the most in the initial up-move.
FIIG Market Commentary Academic Journals
Quarterly Reviews
We offer quarterly reviews for several of our strategies. Please click here for additional information.
Forbes Publications
Ken Fisher has been writing Forbes magazine’s "Portfolio Strategy" column for over 25 years, making him the fourth longest-running columnist in the magazine’s history. Please click here.
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These articles reflect the personal opinions and viewpoints of the authors and should not be regarded as a description of the advisory services provided by Fisher Investments. Fisher Investments manages its clients' accounts using a variety of techniques not necessarily discussed in these articles. Nothing in these articles constitutes investment advice or any recommendation with respect to a particular country, sector, industry, security or portfolio of securities. No assurance can be made regarding the profitability of any security mentioned or regarding the accuracy of any forecast made. Not all past forecasts were, nor future forecasts may be, as accurate as those presented. Past performance is no guarantee of future returns. For Ken's Forbes "Portfolio Strategy" columns prior to 1997, please contact us directly and we would be pleased to provide them upon request.