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.


Fisher Investments' UNPRI Assessment Report 2020

The UN Principles for Responsible Investment (UNPRI) awarded Fisher Investments with the highest score of an A+ for our Strategy & Governance and Incorporation modules, as well as an A for our Active Ownership module.

Read More

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.

Read More

ESG Insights 2020

ESG Insights is a one-stop shop for all of our key ESG research findings. The latest ESG Insights includes ESG implications of COVID-19, global ESG trends, renewable energy opportunities, and limitations of ESG scores.

Read More

Global Markets Review and Outlook Q2 2020

Global equities followed one of history’s worst quarters with one of its best in Q2, soaring 19.2%. Year-to-date, global equities are down -6.3%. Similarly, emerging market equities rose 18.1% in Q2, as growing progress—and clarity—on major emerging and developed countries’ COVID-19 lockdown relaxations continued.

Read More

Macro Insights Q3 2020

Macro Insights: Fisher Investments’ global macro perspective in charts.

Read More

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.

Read More

Impact of COVID-19 on ESG

In this video, we highlight the strength of ESG demand, key emerging engagement themes, and drawbacks of focusing on passive ESG index performance since the pandemic outbreak.

Read More

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.

Read More

Macro Minutes: Energy Sector Update

The first edition of our new Macro Minutes video series features Capital Markets Analyst Brad Rotolo recapping what’s been happening in the Energy markets, how Energy shares have reacted, and implications for the broader markets.

Read More

Global Markets Review and Outlook Q1 2020

Global equities fell sharply in Q1 dropping -21.4%, going from all-time highs in January to a bear market with record-breaking speed. The sudden fall, combined with society’s understandable worries about COVID-19’s impact on their health, their loved ones and their community, has spread fear to every corner of the world—and the marketplace.

Read More

*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)