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.
In May’s Macro Minutes video, Fisher Investments’ Portfolio Engineer Chase Arneson discusses inflation, focusing on the unique set of circumstances that have contributed to its recent rise. He explains why we believe those drivers are unlikely to continue and why inflation will likely moderate.
In this Macro Minutes video, Fisher Investments’ Securities Research Analyst YoungRo Yoon provides an overview of the semiconductor industry and explains our outlook.
The ESG Perspectives Newsletter is published seasonally to keep the investment community abreast of Fisher Investments’ ESG capabilities and projects. This edition covers FI’s corporate engagement highlights, biodiversity, COP26, and FI’s recent recognition in the ESG space including the Swiss Sustainable Funds Award and various ecolabels.
This month’s Macro Minutes video features Securities Research Analyst Jake Riddell who provides an update on the Info Tech sector. He reviews Tech’s performance in today’s late-cycle environment, as well as its attractive growth characteristics.
We believe China’s bear market is driven by sentiment, a potential positive for Tech and Tech-like industries if the market reaction is overdone.
Founded in 1979, Fisher Investments is an independent, fee-only investment adviser with $197 billion under management.* Fisher Investments maintains four principal business units, Fisher Investments Institutional Group, Fisher Investments Private Client Group, Fisher Investments 401(k) Solutions Group and Fisher Investments Private Client Group International, which serve a global client base of diverse investors. The clients of Fisher Investments and its affiliates include over 100,000 clients. Founder and Executive Chairman 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 3/31/2022)