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.


Infographic: Your US Large Cap Portfolio Likely Isn’t Big Enough

Investors may largely overlook the wide market cap range of US equities. Thus, they may be missing alpha opportunity when they fail to grow large enough as size leadership trade often.

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Global Markets Review and Outlook Q1 2021

Global markets extended their climb in Q1, rising 4.6%. Value equities led growth with Tech and Tech-like equities lagging, however we believe this to be a temporary countertrend. We are monitoring this carefully with the understanding that style volatility is normal. Crucially, our outlook hasn’t changed. We still think equities should have a good year, with growth regaining its leadership as markets climb alongside sentiment.

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Macro Insights Q2 2021

Macro Insights: Fisher Investments' global, macro perspective in charts.

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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 Insights Q1 2021

Macro Insights: Fisher Investments' global, macro perspective in charts.

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Global Markets Review and Outlook Q4 2020

Global markets finished 2020 positively, increasing 14.7% in Q4 to bring full-year returns to 16.3%—a testament to markets’ resiliency and forward-looking nature. Tech, Tech-like and quality, growth-oriented equities have generally led the recovery from the March low despite several countertrend value rallies.

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The Future of US Oil & Rise of Electric Vehicles

This paper seeks to explore a key ESG related theme.

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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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*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)