Fisher Investments' Macro Minutes

Education is a key part of Fisher Investments' high-touch service model for investors. Whether you’re looking for investment planning tools, or simply enjoy learning about the markets, we can help. In this section, access our Macro Minutes video insights.


Macro Minutes: Challenges and Solutions for Net Zero/Paris-Aligned Investors

In our latest Macro Minutes video, Senior Responsible Investments Manager Seth Groener discusses the challenges investors face in simultaneously meeting both their financial and ‘Net Zero’ climate goals. He also reviews common features of Net Zero initiatives and shares a hypothetical Paris-aligned equity framework.

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Macro Minutes: Inflation: Where Do We Go from Here?

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.

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Macro Minutes: Performance Drivers for Semiconductors

In this Macro Minutes video, Fisher Investments’ Securities Research Analyst YoungRo Yoon provides an overview of the semiconductor industry and explains our outlook. 

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Macro Minutes: Tech Positioning in Current Market Cycle

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.

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Macro Minutes: Sentiment in Market Cycles

In our latest Macro Minutes video, Capital Markets Research Analyst Raymond Chen discusses how investor sentiment evolves through the market and how we track it, as well as our views on where investor sentiment is today.

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Macro Minutes: What Is Driving Metal’s Volatility?

In our latest Macro Minutes video, Securities Research Analyst Zacher Lewis discusses recent volatility in metals prices.

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Macro Minutes: Inflation and the 3-Month Rule

In our latest Macro Minutes video, Capital Markets Research Analyst Luke Puetz explains why Fisher Investments believes the recent heightened inflation is likely to fade as the pace of economic growth normalizes.

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Macro Minutes: India, Market Leader or Laggard

In our latest Macro Minutes video, Capital Markets Research Analyst Galen Donaldson covers our top-down views of India.

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Macro Minutes: Brazil Today: Recent Political Events and Investing Opportunities

In June’s Macro Minutes video, Capital Markets Research Analyst Paige Tyson shares Fisher Investments’ views of Brazil.

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Macro Minutes: SPACs: A Key Driver of Recent Equity Supply Trends

In May’s Macro Minutes video, Capital Markets Innovation Research Analyst Tom Kirby discusses recent equity supply trends, how Special Purpose Acquisition Companies (SPACs) fit into this big picture, and recent developments in the SPAC market.

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