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: Current Developments in Chinese Markets

In April’s Macro Minutes video, Portfolio Engineer Austin Fraser discusses China’s economic recovery, fears of potential policy tightening, recent regulatory concerns and our positive outlook for global and Chinese equities.

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Macro Minutes: The Challenges of Measuring Carbon Emissions

In this Macro Minutes video, Portfolio Analyst Nurul Bachik discusses the challenges investors may face when quantifying carbon emissions and suggests a more comprehensive approach to carbon management.

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Macro Minutes: Why Growth in 2021

In this month’s edition of Macro Minutes, Capital Markets Innovation Research Analyst Dan Mathews discusses Fisher Investments’ views on global growth and value stocks for the year ahead.

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Macro Minutes: Sentiment and the Market

In January’s Macro Minutes video, Davis Hein explains how we use one particular aspect of sentiment – other professional’s forecasts – to create a sentiment bell curve which proves useful as we create our own equity market forecasts for 2021.

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Macro Minutes: Inflation and USD Movement

In November’s short Macro Minutes video, Capital Markets Research Analyst Brent Hankins discusses what today’s environment means for inflation and the US dollar.

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Macro Minutes: US Elections & Equity Markets

In this 5-minute Macro Minutes video, Capital Markets Research Analyst Jarred Kriz explains how Fisher Investments thinks objectively about politics to analyze the potential impact on markets and portfolios.

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Macro Minutes: Health Care Sector Update

In September’s Macro Minutes video, Capital Markets Research Analyst Charles Dornbush explains how Health Care’s defensive nature largely explains its performance this year. He also provides an update on the progress towards an effective COVID-19 vaccine and how the Health Care sector may be impacted by the upcoming US presidential election.

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Macro Minutes: Scale Matters to Climate Initiatives

In this edition of the Macro Minutes video series, ESG Program Manager Zoe Abbott Boyd addresses how the scale of a company’s positive environmental activities matters.

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Macro Minutes: Large Growth vs. Small Value

We believe large growth remains in a favorable position, almost as if the bull market never really ended, and the March drawdown instead behaved more like a severe correction.

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Macro Minutes: Info Tech Sector Update

This edition of the Macro Minutes video series features Capital Markets Research Analyst Tim Schluter providing an update on the Info Tech sector. Tim addresses how Tech has made it through the year relatively unscathed as technology itself has become the economy’s connective tissue amid COVID-19 disruptions.

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