China: Recent Market Volatility, Outlook and Investment Opportunities

2021.04.09

This paper discusses the reasons for recent volatility within the Chinese equity market as well as short-term and long-term investment opportunities within the space.

A Top-Down Perspective on Emerging and Developed Market Drivers

2021.04.05

This paper seeks to explore what factors could influence a transition in leadership from developed markets to emerging markets. Through a top-down lens, we look at economic, political and sentiment drivers that influence investment returns in each category.

Index Concentration From a Macro Perspective

2021.03.30

In this paper, we will explore why investors are worried about index concentration risk as well as demonstrate why focusing on cyclicality of market is critical.

Top-Down ESG Considerations in South Africa

2021.03.23

This paper highlights our current views on South Africa and explains how ESG issues, viewed from a top-down perspective, can influence our investment decisions.

Primary Drivers to Brazil Overweight

2021.03.16

For applicable strategies, positioning within Brazil is based on both country fundamental convictions, as well as broader sector preferences. The overweight is based on three main convictions, deployed across Resources and Commodities, Financials and Consumer Discretionary.

Equity Outlook

2021.03.15

Included in our Equity Outlook, you will find our current economic, political and sentiment market drivers for selected regions in global developed and emerging markets.

Future Headwinds for Financials

2021.02.18

When value equities led briefly in Q4 2020 driven by positive COVID-19 vaccine news, some investors presumed it was the start of a longer-lasting leadership rotation that would benefit banks, one of the largest value industries. While that rally has since faded, some suspect it previews what is to come once economies begin to reopen.

The Future of US Oil & Rise of Electric Vehicles

2021.02.17

This paper seeks to explore a key ESG related theme, the future of US Oil Demand and Rise of Electric Vehicles, for potential opportunities & associated risks.

Market Cycle Analysis

2018.11.27

In our view, the Big Growth and Small Value performance cycle is linked to the business cycle and yield curve. We also believe the flattening yield curve and cyclical shift from investment–driven growth to consumption-driven growth points to Big Growth outperformance moving forward.

ESG Trends

2017.03.31

Highlights macro trends and the popularity of various ESG investing approach.

China's Long March Toward Freer Markets

2016.12.31

China’s economic miracle—its 30-plus year path of rapid advance and development to become the world’s second-largest economy—is often seen as uniquely Chinese, an isolated case of policymakers luckily pulling all the right levers to conjure growth. To us, though, a longer perspective shows China’s miracle bears broad similarities to Taiwan’s, Korea’s and Japan’s (with some admittedly Chinese characteristics). We believe a look at how China’s “miracle” resembles those before it—and at some key differences—can add valuable perspective on its present situation and the likely path forward.

Investing in financial 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. The value of investments and the income from them will fluctuate with world financial markets and international currency exchange rates.


Fisher Investments Ireland Limited, trading as Fisher Investments Europe, is authorised and regulated by the Central Bank of Ireland (CBI), and is wholly owned by Fisher Asset Management, LLC, trading as Fisher Investments (FI). Fisher Investments Europe delegates portfolio management to its parent company, FI.