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.


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.

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Macro Insights Q3 2020

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

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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.

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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.

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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.

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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.

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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.

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Macro Insights Q2 2020

This downturn is unprecedented in its speed, and the duration of the economic impact will matter more than the size – the shorter the contraction, the more robust the recovery.

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Opportunities in Low-Carbon Investments

Low carbon strategies are growing in demand, demonstrating the growing opportunities that exist.

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ESG Perspectives Newsletter 2H 2020

The Fisher Investments ESG Perspective Newsletter is published seasonally with the goal of keeping the investment community abreast of our various ESG capabilities and projects. 2019 marked a big year for ESG at Fisher Investments.

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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)