Fisher Investments' regularly publishes articles highlighting current topics affecting markets and our views surrounding those topics.
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.
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.
Energy has recently underperformed as the Delta variant impacts demand recovery, while the sector faces future fundamental headwinds as oil supply is ample set to increase with additional OPEC barrels and growing U.S. production.
Emerging Markets (EM) equities are not a static asset class. While shifting macro trends have transformed EM, it remains a diverse universe with attractive opportunities for investors who use the right approach.
Fiscal Stimulus Is Unlikely to Cause Persistently Higher Inflation.
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)