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 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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Global Markets Review and Outlook Q4 2019

Global equities capped the strongest year since 2009 with Q4’s 9% gain, lifting full-year returns to 26.6%. We expect the bull market to continue in 2020, although returns are unlikely to match 2019’s magnitude.

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Macro Insights Q1 2020

We expect 2020 will be a moderately positive year for equities. Sentiment is still not euphoric, yet continues to improve as 2019’s big fears did not materialize.

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Global Markets Review and Outlook Q3 2019

After rising 16.2% in 2019’s torrid first half, global equities took a breather in Q3—finishing flat for the quarter. As we anticipated, equities had more short-term volatility than earlier in the year, which slowed gains.

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Macro Insights Q4 2019

Long, flat periods followed by gains have been a hallmark of this bull, which should continue with volatility into 2020.

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Global Markets Review and Outlook Q2 2019

Global equities added another 3.6% in Q2, capping the strongest first-half since the late 1980s. As we anticipated, Q2 brought more volatility than Q1, but robust returns in June carried equities to all-time highs, with the MSCI All Country World Index returning 16.2% year to date.

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Macro Insights Q3 2019

We expect the market to continue accelerating in this bull’s final third – albeit at a slower pace in the second half of the year – on the back of post-correction highs.

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Global Markets Review and Outlook Q1 2019

Through March 31, global equities were up 16.9% since December 25’s low and 12.2% in Q1. The MSCI All Country World Index has enjoyed the V-shaped recovery we expected following the sharp sell-off in December. Overall, this should be only the beginning of a great year for global markets.

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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)