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.


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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Executive Summary Q1 2022

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

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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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Global Markets Review & Outlook Q4 2021

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

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ESG Perspectives Newsletter

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, biodiversity, COP26, and FI’s recent recognition in the ESG space including the Swiss Sustainable Funds Award and various ecolabels.

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Macro Insights Q1 2022

Macro Insights: Fisher Investments’ global macro perspective in charts

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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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Infographic: Are Chinese Regulatory Fears Overblown?

We believe China’s bear market is driven by sentiment, a potential positive for Tech and Tech-like industries if the market reaction is overdone.

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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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*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)