Don't Fear High Info Tech Valuations

1/31/2018

Following a multi-year stretch of almost uninterrupted outperformance, some investors question whether the Technology sector is in a position similar to the late 1990s Tech Bubble, pointing to lofty valuations as evidence.

Unwinding of the Fed Balance Sheet

1/31/2018

While many investors continue to speculate about the downstream effects of this unwinding, the planned rate of reduction is slow.

Market Cycle Analysis

12/1/2017

In our view, the Big Growth and Small Value performance cycle is linked to the business cycle and yield curve. We also believe the flattening yield curve and cyclical shift from investment–driven growth to consumption-driven growth points to Big Growth outperformance moving forward.

ESG Trends

03/31/2017

Highlights macro trends and the popularity of various ESG investing approach.

Underappreciated Benefits of Active Management

12/31/2016

Active management remains the best option for generating superior growth and long term out-performance.

China's Long March Toward Freer Markets

12/31/2016

China’s economic miracle—its 30-plus year path of rapid advance and development to become the world’s second-largest economy—is often seen as uniquely Chinese, an isolated case of policymakers luckily pulling all the right levers to conjure growth. To us, though, a longer perspective shows China’s miracle bears broad similarities to Taiwan’s, Korea’s and Japan’s (with some admittedly Chinese characteristics). We believe a look at how China’s “miracle” resembles those before it—and at some key differences—can add valuable perspective on its present situation and the likely path forward.

About Fisher Investments

Founded in 1979, Fisher Investments is an independent, fee-only investment adviser with $115 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 International Group, which serve a global client base of diverse investors. The clients of Fisher Investments and its affiliates include over 175 large institutions and over 65,000 high net worth individuals. 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 10/31/2019)