Fisher Investments' regularly publishes articles highlighting current topics affecting markets and our views surrounding those topics.
In this video, we highlight the strength of ESG demand, key emerging engagement themes, and drawbacks of focusing on passive ESG index performance since the pandemic outbreak.
This downturn is unprecedented in its speed, and the duration of the economic impact will matter more than the size – the shorter the contraction, the more robust the recovery.
Low carbon strategies are growing in demand, demonstrating the growing opportunities that exist.
The Fisher Investments ESG Perspective Newsletter is published seasonally with the goal of keeping the investment community abreast of our various ESG capabilities and projects. 2019 marked a big year for ESG at Fisher Investments.
We expect 2020 will be a moderately positive year for equities. Sentiment is still not euphoric, yet continues to improve as 2019’s big fears did not materialize.
Long, flat periods followed by gains have been a hallmark of this bull, which should continue with volatility into 2020.
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.
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.
2018’s market decline was driven more by fear than fundamentals, a classic characteristic of corrections which typically feature strong V-shaped recoveries.
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)
