Fisher Investments Macro Insights Q3 2019

18/07/2019

We expect the market to continue accelerating in this bull’s final third – albeit at a slower pace in the second half of the year – on the back of post-correction highs.

Fisher Investments Macro Insights Q2 2019

09/04/2019

Equities have rebounded strongly from 2018’s lows, demonstrating a V-shaped recovery associated with prior corrections. We expect equities to accelerate through the bull market’s final third.

Fisher Investments Macro Insights Q1 2019

01/02/2019

2018’s market decline was driven more by fear than fundamentals, a classic characteristic of corrections which typically feature strong V-shaped recoveries. We expect the bull market to resume selling pressure from the end of 2018 to ease and corporate and economic fundamentals remain solid.

Fisher Investments Macro Insights Q4 2018

01/02/2019

With US midterm elections on the horizon, we expect the bull market to continue as investors begin to appreciate underlying fundamentals and fears of a trade war and Eurozone breakup dissipate.

Fisher Investments Macro Insights Q3 2018

16/07/2018

Inflation and trade war fears are overblown and we expect the bull market to continue accelerating upward.

Fisher Investments Macro Insights Q2 2018

29/06/2018

Despite Q1’s pullback, we expect the bull market to continue. The global economy is in full expansion mode while corporate earnings growth remains strong.

Fisher Investments Macro Insights Q1 2018

31/01/2018

Bull markets typically have steep gains early, flatten out in the middle, and reaccelerate upward I the final third.

Investing in stock markets involves the risk of loss and there is no guarantee that all or any capital invested will be repaid. Past performance neither guarantees nor reliably indicates future performance.


About Fisher Investments Australasia

Fisher Investments Australia offers a variety of Global, Non-US, and US Equity strategies for institutional investors. FIA delegates portfolio management to its parent company, Fisher Investments, a money management firm in the US founded in 1979 by investment guru Ken Fisher. Today, Fisher Investments and its affiliates oversee more than $100 Billion* in assets for over 55,000 private clients and 175 institutional clients globally.* Founder Ken Fisher’s “Portfolio Strategy” column for Forbes ran from 1984 through 2016, making him the longest continually running columnist in the magazine’s 90+ year history. He has also authored several New York Times bestsellers on finance and investing. (*As of 01/07/2018. Includes Fisher Investments and its subsidiaries.)

For your reference, Fisher Investments Australasia is an investment manager located in Sydney. The parent company, Fisher Investments, is based in the United States, and manages assets for large institutional clients around the world.

Fisher Investments Australasia Pty Ltd (FIA) holds an Australian Financial Services Licence (#433312) with the Australian Securities and Investment Commission (ASIC). FIA delegates portfolio management to its parent company, Fisher Investments (FI).