Fisher Investments’ Capital Markets Research

We encourage our clients to think of our firm as an extension of their own research department. The firm participates in a wide range of research and service activities in support of our investment strategies and client-led studies.


ESG Perspectives Newsletter Q3 2022

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, the US Supreme Court’s ruling on EPA authority, and our response to evolving regulations.

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Macro Minutes: Midterms and Equity Markets

In our most recent Macro Minutes video, Capital Markets Research Analyst Luke Puetz explains how Fisher Investments views the upcoming US midterm election given today’s inflationary environment and discusses how it could impact equity markets.

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Global Markets Review & Outlook Q2 2022

Inside, you will find a summary of market activity and our market outlook.

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Macro Insights Q3 2022

Macro Insights: Fisher Investments’ global macro perspective in charts

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Macro Minutes: China: Reasons for Optimism

In our latest Macro Minutes video, Portfolio Engineer Austin Fraser discusses Fisher Investments’ optimistic views of China’s equity markets and examines the catalysts behind China’s positive performance, despite global, developed, and emerging equity markets’ negative performance.

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ESG Insights 2022

Learn about Fisher Investments' views and findings on current ESG trends and topics.

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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 Insights Q2 2022

Macro Insights: Fisher Investments’ global macro perspective in charts

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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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Global Markets Review & Outlook Q1 2022

Inside, you will find a summary of market activity and our market outlook.

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*The foregoing information constitutes the views of Fisher Investments based on information believed to be reliable. There can be no assurances that Fisher Investments will continue to hold these views. These views may change at any time based on new information, analysis, or reconsideration.
About Fisher Investments

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)