Will CLOs Cause the Next Financial Crisis?
By Fisher Investments, Reuters Plus, 08/05/2020
Will collateralized loan obligations (CLOs) cause the next financial crisis? See how Fisher Investments views these complex securities.
Read MoreFisher Investments writes articles and views on the markets and economy. Chairman and Director Ken Fisher, wrote a monthly “Portfolio Strategy” column for Forbes for over 30 years, making him the longest continuously running columnist in the magazine’s 100 year history. He is a regular contributor to several publications, including Germany’s Focus Money, Denmark’s leading business newspaper, Børsen, the Netherland’s largest newspaper, De Telegraaf, Switzerland’s leading business paper, Handelszeitung, Spain’s largest business website and newspaper, El Economista, Italy’s third largest newspaper and number one business paper, Il Sole 24 Ore, France’s L’Opinion, Belgium’s La Libre, Austria’s Trend, Caixin—often referred to as the Bloomberg of China, the Hong Kong Economic Journal, Taiwan’s Business Weekly, and South Korea’s largest business paper, Chosun Ilbo. Ken authored 11 books, including 4 New York Times bestsellers—and has been published, interviewed and written about in publications globally. His research has been showcased in numerous scholarly journals, representing his commitment to original insight and analysis across the academic spectrum of investing. Any of the articles, books or commentary produced by the Fisher organization may be available to clients through their Investment Counselor.
By Fisher Investments, Reuters Plus, 08/05/2020
Will collateralized loan obligations (CLOs) cause the next financial crisis? See how Fisher Investments views these complex securities.
Read MoreBy Damian Ornani, LinkedIn, 08/05/2020
Investing can feel downright easy when markets are climbing. It gets challenging when stocks plunge—as they did in March amid the coronavirus lockdowns. It’s during volatile times when investors need the most help from their financial adviser.
Read MoreBy Fisher Investments, Real Clear Markets, 08/03/2020
In their latest article with RealClearMarkets, Fisher Investments discusses why the global recession doesn’t necessarily spell future trouble for stocks.
Read MoreBy Ken Fisher, Real Clear Markets, 07/30/2020
Republicans believe Joe Biden winning will whack stocks. Democrats presume re-electing Donald Trump is double trouble. A clear secret: they’re both wrong.
Read MoreBy Ken Fisher, LinkedIn, 07/29/2020
The global stock surge since March’s bottom confounds investors and pundits who envision the market as disconnected from reality. No, it is they that are disconnected—from how the market actually works.
Read MoreBy Michael Hanson, Cheddar, 07/28/2020
Senate Majority Leader Mitch McConnell just unveiled the Republicans' new trillion-dollar stimulus plan, calling for a reduction to the $600 unemployment boost. Mike Hanson, SVP of Research at Fisher Investments, joined Cheddar to discuss.
Read MoreBy Fisher Investments, Reuters Plus, 07/21/2020
Do you understand your variable or equity-indexed annuity contract’s fine print? Find out in Fisher Investments’ latest article.
Read MoreBy Jill Hitchcock, Cashay, 07/17/2020
Last month, I wrote about the importance of naming your family’s Chief Financial Officer (CFO)—someone designated to manage the family budget and finances. If you’ve just been asked (or “voluntold”) to be your family’s CFO, you should dedicate your first 90 days on the job to identifying and planning for your long-term financial goals.
Read MoreBy Fisher Investments, Reuters Plus, 07/16/2020
Why Fisher Investments thinks one of Wall Street’s favorite metrics is vastly overrated.
Read MoreBy Michael Hanson, LinkedIn, 07/16/2020
Everyone seems to be in flirtation mode with market rotations— specifically, leadership from large and growth stocks to small and value. Even bond guru Bill Gross got in on the action recently. And that’s the problem.
Read MoreBy Fisher Investments, TheStreet, 07/15/2020
Unemployment is a lagging indicator, telling you about what has happened not what will. Read more about Fisher Investments’ perspective on the relationship between unemployment and stocks.
Read MoreBy Ken Fisher, Real Clear Markets, 07/10/2020
How can you gain an investing edge? That timeless question has confounded investors almost forever. Many fixate on data, thinking quick data access mines magical statistical relationships. “Quantitative” fund managers run vast sums on this premise. It isn’t just them: Belief in data’s dominance abounds.
Read MoreBy Fisher Investments, Real Clear Markets, 07/06/2020
Does ugly economic data mean stocks are destined for another dive? Here’s Fisher Investments’ take.
Read MoreBy Carrianne Coffey, LinkedIn, 07/01/2020
The stock market has almost recovered from March’s coronavirus lockdown-driven selloff. But this may tempt you to make a very dangerous investing mistake: Selling out when you approach or reclaim pre-selloff levels.
Read MoreBy Fisher Investments, Reuters Plus, 06/30/2020
Technical analysis – the fortune telling of the investment world. Find out why Fisher Investments thinks technical indicators don’t make a reliable basis for your investing strategy.
Read MoreBy Michael Hanson, LinkedIn, 06/29/2020
Thirty years from now, on some impressively super-powered computer terminal with access to data and computation we can barely fathom, a supremely confident analyst will look at the bear market of 2020, smirk, and say:
Read MoreBy Fisher Investments, Real Clear Markets, 06/26/2020
Is “capital preservation” and investment growth possible? Fisher Investments examines the tradeoff.
Read MoreBy Fisher Investments, Reuters Plus, 06/24/2020
Fisher Investments provides a review of high-frequency economic indicators’ uses and limitations.
Read MoreBy Ken Fisher, Real Clear Markets, 06/23/2020
Legendary 19th century financier JP Morgan said, “A man generally has two good reasons for doing a thing—one that sounds good, and a real one.” Pundits cite loads of seemingly smart reasons you should dismiss global stocks’ rally since March. But their real reason? Admitting the upturn is real also admits they were wrong.
Read MoreBy Fisher Investments Editorial Staff, TheStreet, 06/23/2020
To monitor the risk of future inflation, we believe it is most appropriate to focus on broader measures of the money supply, new lending and the velocity of money.
Read MoreBy Jill Hitchcock, Cashay, 06/18/2020
Almost every company has a CFO or similar person who is in charge of budgeting and finances. The same should be true for your family.
Read MoreBy Ken Fisher, LinkedIn, 06/17/2020
The best forecaster the world has ever known, the stock market, had to pre-price the reality of the grim economic impact of global governmentalimposed lockdowns aimed to slow the spread of coronavirus. But after that, the S&P 500 recovered over 75% of its losses and isn’t far from new record highs.
Read MoreBy Michael Hanson, The Well-Read Investor, 06/17/2020
A wide-ranging discussion with Professor Meir Statman. Meir is the Glenn Klimek Professor of Finance at Santa Clara University, he’s won numerous awards and accolades for his work, and his most recent book is “Behavioral Finance: The Second Generation,” published by the CFA Institute.
Read MoreBy Michael Hanson, LinkedIn, 06/11/2020
Just recently, there’s been a gluttonous grab for “high-frequency data”—mostly daily, sometimes hourly, off-the-beaten track information investors believe gives them a clue about what happens next in today’s chaotic environment. So, instead of waiting for monthly services and manufacturing PMIs to rear their ugly heads, for example, people are instead looking to OpenTable’s daily restaurant bookings for hints on the recovery.
Read MoreBy Ken Fisher, Real Clear Markets, 06/09/2020
"Too pricey, still!” So say a plethora of pessimistic pundits--about stocks.
Read MoreBy Fisher Investments, PR Newswire, 06/09/2020
Fisher Investments, one of the world's largest independent, fee-only investment advisers, announced the opening of a new, full-service Tampa, Florida office. Located in the Westshore business district, it is Fisher's first major East Coast facility and will eventually accommodate 600 employees.
Read MoreBy Ken Fisher and Ramesh Damani, CNBC TV18, 06/03/2020
Veteran investor Ramesh Damani on Wednesday discussed about various aspects of stock markets and investments in the time of coronavirus with Kenneth Fisher, founder, executive chairman, co-CIO at Fisher Investments, on Wizards of Dalal Street.
Read MoreBy Ken Fisher, LinkedIn, 05/29/2020
Do you need to know how the economy will really do? Have you been reading multiple wildly different media predictions? Want to know if things will end up better or worse than all that? Skip all those. Here is a better, easier way.
Read MoreBy Michael Hanson, LinkedIn, 05/28/2020
Things seem to be improving, but tempers aren’t. Expect more of it—and beware.
Read MoreBy Ken Fisher, Fisher Investments, 05/28/2020
During scary times, market turbulence can put even the most seasoned investors on edge. How do you keep your cool when volatility is heating up? In this video, Ken Fisher, investor and founder of Fisher Investments, details his views on how to stay disciplined during uncertain times.
Read MoreBy Fisher Investments, Reuters Plus, 05/28/2020
Will Americans save more and spend less once COVID-19 restrictions end—and what would that mean for the economy? Here’s what Fisher Investments thinks you need to know.
Read MoreBy Jill Hitchcock, LinkedIn, 05/28/2020
We don’t want to scare our spouse, partner or children, so we are outwardly stoic, but we ourselves may need an outlet for our financial anxieties. Your money manager should be that person!
Read MoreBy Ken Fisher, Real Clear Markets, 05/26/2020
Stocks’ surge from March lows may or may not sustain, but the next bull market’s base is building now.
Read MoreBy Fisher Investments, Reuters Plus, 05/21/2020
The COVID-19 response is sending US debt skyrocketing. Fisher Investments asks: can America afford it?
Read MoreBy Fisher Investments, Real Clear Markets, 05/15/2020
Fisher Investments provides insight into how COVID-19 may influence presidential campaigns in their latest article with RealClearMarkets.
Read MoreBy Michael Hanson, LinkedIn, 05/15/2020
The economy is not a machine—it’s a system. That policymakers understand the difference is crucial to whether we see a quick recovery, or something far worse.
Read MoreBy Fisher Investments, Guru Focus, 05/12/2020
Investors who wait to invest when markets are volatile or uncertain face another risk: Missing out on substantial positive returns when the recovery begins. Read more of Ken Fisher’s thoughts on investing in tumultuous times.
Read MoreBy Fisher Investments, Guru Focus, 05/08/2020
Find out what investor Ken Fisher has learned from previous bear markets that makes him optimistic about the stock market’s eventual recovery.
Read MoreBy Jonathan Garber, Fox Business, 05/02/2020
Stocks just entered their worst six-month stretch of the year.
Read MoreBy Michael Hanson, LinkedIn, 04/30/2020
There has never, ever been a more important time to watch what politicians do, not what they say.
Read MoreBy Ken Fisher, LinkedIn, 04/30/2020
The outlook for the stock market depends on the duration of the stay-athome orders implemented to slow the spread of COVID-19.
Read MoreBy Fisher Investments, Guru Focus, 04/27/2020
Time in the market matters. Fisher Investments explains why anything that takes you out of the market (like a long-term “Sell in May” strategy) can be risky.
Read MoreBy Michael Hanson, Cheddar, 04/21/2020
Stocks closed lower on Tuesday, as the steep decline of crude oil dragged markets down for the second straight day. Michael Hanson, SVP of Research at Fisher Investments, explains how the ongoing coronavirus pandemic has caused havoc in the oil industry.
Read MoreBy Fisher Investments, Reuters Plus, 04/14/2020
How should investors view COVID-19 and its market impact at this juncture? Fisher Investments provides insight.
Read MoreBy Fisher Investments, Reuters Plus, 04/06/2020
Fisher Investments explains what China’s experience suggests about post-coronavirus outcomes.
Read MoreBy Fisher Investments, Real Clear Markets, 04/03/2020
It’s tax-time wisdom from Fisher Investments. Find out why waiting until December may not be the best strategy for tax-loss harvesting.
Read MoreBy Fisher Investments, Guru Focus and Yahoo! Finance, 03/30/2020
Stocks fell fast—can they bounce fast, too? Fisher Investments provides their perspective in their latest article with Guru Focus.
Read MoreBy Michael Hanson, Cheddar, 03/10/2020
Michael Hanson, senior vice president of research at Fisher Investments, breaks down the open after Monday's market meltdown.
Read MoreBy Fisher Investments, Reuters Plus, 02/10/2020
Even though the 2020 presidential campaign is in full swing, Fisher Investments believes it is too early to predict the Democratic nominee. Or much of anything else. Learn more!
Read MoreBy Fisher Investments, Guru Focus, 02/10/2020
Ken Fisher isn’t worried the IMF and OECD downgraded their economic forecasts. And once you read why, chances are you won’t be either.
Read MoreBy Fisher Investments, Guru Focus, 02/09/2020
Do P/Es have predictive power? Not as much as many investors believe. Learn more in Fisher Investments’ latest article with Guru Focus.
Read MoreBy Fisher Investments, Real Clear Markets, 02/08/2020
Fisher Investments discusses why fears of US healthcare industry upheaval appear premature in their latest article with Real Clear Markets.
Read MoreBy Fisher Investments, Guru Focus, 02/07/2020
Uncertainty can hold markets back, but falling uncertainty can have a bigger positive impact than most expect.
Read MoreBy Fisher Investments, Reuters Plus, 01/31/2020
Can you draw conclusions from early 2020 election polls? Learn more in Fisher Investments’ latest article with Reuters.
Read MoreBy Fisher Investments, Reuters Plus, 01/29/2020
How will Trump’s impeachment impact your portfolio? Fisher Investments provides insight into how previous impeachments affected the stock market.
Read MoreBy Fisher Investments, Reuters Plus, 01/22/2020
Income inequality is shaping up to be one of the 2020 election’s most hotly debated issues.
Read MoreBy Fisher Investments, Reuters Plus, 12/18/2019
There is general agreement that America has too much debt, particularly when it comes to our federal debt—a large and scary-sounding number currently in the trillions of dollars. But is debt always bad? Or is there some threshold at which debt becomes problematic?
Read MoreBy Fisher Investments, Reuters Plus, 12/05/2019
At Fisher Investments, we’ve heard plenty of investors and media outlets say “Don’t fight the Fed.” It suggests investors shouldn’t trade against the US Federal Reserve’s actions.
Read MoreBy Fisher Investments, Reuters Plus, 12/05/2019
You’ve probably read headlines lamenting—the strong dollar is punishing stocks. But maybe you’ve read the opposite too, “the weak dollar battered markets.” Which is true?
Read MoreBy Fisher Investments, Real Clear Markets, 11/25/2019
With the 2020 campaign starting to rev up, what should investors expect next year?
Read MoreBy Ken Fisher, Camas-Washougal Post-Record, 10/25/2019
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By Ken Fisher, USA Today, 10/06/2019
For the best investing advice, consider the approach of these seven legendary investors. The more you study them, the better you'll fare.
Read MoreBy Ken Fisher and Neil Cavuto, Fox Business, 09/30/2019
Fisher Investments founder Ken Fisher gives his insights on how markets are reacting to the impeachment inquiry into President Trump.
Read MoreBy Ken Fisher, USA Today, 09/29/2019
U.S. stocks have trounced overseas markets. Why should you care? Because this trend matters if you want the strongest possible retirement portfolio.
Read MoreBy Scott Gamm, Yahoo! Finance, 09/27/2019
This week’s impeachment inquiry against President Trump surrounding his late July phone call with the President of Ukraine isn’t set to end the bull market in stocks.
Read MoreBy Staff, The Oregonian, 09/26/2019
For the past eight years, The Oregonian/OregonLive and Energage, a Philadelphia-based employee research and consulting firm, have partnered to determine the Top Workplaces in Oregon and southwestern Washington based solely on employee survey feedback.
Read MoreBy Blair Shiff, Fox Business, 09/23/2019
The United States' national debt is nearly $23 trillion, which is larger than the entire U.S. economy, but Fisher Investments founder Ken Fisher spoke to FOX Business' David Asman about his op-ed about the national debt
Read MoreBy Ken Fisher, Fox Business, 09/23/2019
Fisher Investment Founder Ken Fisher discusses why the national debt isn't a serious concern.
Read MoreBy Ken Fisher, USA Today, 09/22/2019
In Manhattan, a giant clock displays a rising U.S. debt total--almost $23 trillion for now. Pundits say it's big trouble. But is it?
Read MoreBy Fisher Investments, Reuters Plus, 09/18/2019
Every now and then, oil price swings come into the spotlight and a common myth typically follows: High oil prices spell doom for stocks.
Read MoreBy Aaron Anderson, Yahoo! Finance, 09/17/2019
The Federal Reserve’s Open Market Committee aren’t the only ones closely watching the risks facing the global economy. Noah Hamman, CEO of AdvisorShares, says investors are staying cautious, too. He spoke with Yahoo Finance’s Alexis Christoforous, Brian Sozzi and Aaron Anderson, Fisher Investments senior vice president of research.
Read MoreBy Ken Fisher, USA Today, 09/15/2019
Is the Fed bonkers? Does it really believe cutting interest rates more boosts borrowing? Are you really hot to lend your savings long-term at 1%?
Read MoreBy Ken Fisher, Sarah Ponczek, and Michael P. Regan, Bloomberg, 09/13/2019
While on the surface it looked like a calm week for the stock market, there was a lot of turbulence down below. Rising interest rates caused investors to rotate out of once high-flying momentum and growth equities in favor of beaten-down value stocks.
Read MoreBy Hannah Wise and Ken Fisher, CNN Money Switzerland, 09/13/2019
The ECB’s decision to relaunch its bond purchasing program is “quantitative diseasing, not quantitative easing.” This according to Ken Fisher, investor and founder of Fisher Investments, who warns that the move will set back the European economy rather than support it.
Read MoreBy Scott Gamm, Yahoo! Finance, 09/11/2019
The Federal Reserve should be purging its balance sheet.
Read MoreBy Ken Fisher, Bloomberg, 09/11/2019
Ken Fisher, Founder and Executive Chairman of Fisher Investments, on the outlook for the equity market, the shift from momentum to value stocks, and his view on IPO pricing. Hosted by Lisa Abramowicz and Paul Sweeney.
Read MoreBy Ken Fisher and Scott Gamm, Yahoo! Finance, 09/10/2019
Ken Fisher, Founder of Fisher Investments is critical of the Federal Reserve. He said to Yahoo Finance's Scott Gamm, "What the Fed really ought to be doing is purging itself… of all the stupid bonds they bought in the first place during quantitative easing."
Read MoreBy Ken Fisher and Neil Cavuto, Fox News, 09/10/2019
Billionaire investor Ken Fisher on U.S.-China trade war, George Soros' op-ed.
Read MoreBy Fisher Investments, Reuters Plus, 09/09/2019
What happens if you invest a large lump sum on a bad day—like the day before a big market drop? You might have to watch your freshly invested money start to wither away immediately.
Read MoreBy Ken Fisher, USA Today, 09/08/2019
Whether You Own Or Are Hunting For A Home, Weigh These Steps Now.
Read MoreBy Fisher Investments, Real Clear Markets, 09/03/2019
Last month, US Federal Trade Commission (FTC) Chairman Joe Simons said he was prepared to do what many investors have feared for months: break up major Tech or Tech-like companies, namely Facebook, Apple, Amazon and Google.
Read MoreBy Ken Fisher, USA Today, 09/01/2019
From political polls to earnings reports, data can be deceptive. Be aware of the tricks and your 401(k) will thank you.
Read MoreBy Ken Fisher and Neil Cavuto, Fox Business, 08/26/2019
Fisher Investments founder Ken Fisher addressed current economic fears and how the market will react.
Read MoreBy Ken Fisher, USA Today, 08/25/2019
Oil prices spiked as Iran seized a British oil tanker in the Strait of Hormuz last month. But don't worry too much it will wreck the economy.
Read MoreBy Fisher Investments, Reuters Plus, 08/21/2019
Is America about to wage a currency war? Politicians are jawboning about it.
Read MoreBy Ken Fisher, USA Today, 08/18/2019
Here is a top-tier smattering of 15 writers on business and investing.
Read MoreBy Hannah Wise and Ken Fisher, CNN Money Switzerland, 08/16/2019
Tech stocks carry most of the weight of U.S. markets, says billionaire investor Ken Fisher. Even though Swiss tech stocks are strong performers, he says the current market climate means investors should look elsewhere for their portfolios (hint: it’s all about timing).
Read MoreBy Fisher Investments, Reuters Plus, 08/14/2019
Trying to stop losses is an undeniably reasonable impulse, regardless of your investing goals. Unfortunately, stop-loss orders, despite the name, don’t reliably accomplish what they set out to do in our view.
Read MoreBy Ken Fisher and Neil Cavuto, Fox News, 08/12/2019
Multi-billionaire investor Ken Fisher gives his take on the economic climate.
Read MoreBy Ken Fisher, The Investors Podcast, 08/12/2019
On today’s show, we talk to billionaire Ken Fisher about investment fundamentals.
Read MoreBy Ken Fisher, USA Today, 08/11/2019
Words of wisdom from Warren Buffett, J.P. Morgan that can help your 401(k) flourish.
Read MoreBy Ken Fisher, USA Today, 08/04/2019
It's the height of summer reading season. Add a few of these finance books to your list and change the way you think about money.
Read MoreBy Ken Fisher, Financial Times, 07/31/2019
Depending who you ask about oil, you currently get one of two answers.
Read MoreBy Aaron Anderson, Yahoo! Finance, 07/31/2019
Aaron Anderson, Senior VP of Fisher Investments, joins Yahoo Finance to discuss how the markets will react if the Fed cuts interest rates.
Read MoreBy Ken Fisher, USA Today, 07/28/2019
Whatever finally kills growth, it won't be because this upswing is over twice as old as the average U.S. expansion since World War II.
Read MoreBy Ken Fisher, USA Today, 07/21/2019
Everyone has an investing strategy, but the best option includes employing both active and passive management of your portfolio.
Read MoreBy Fisher Investments, Reuters Plus, 07/17/2019
Most folks believe budget deficits are bad and budget surpluses are good. This conventional wisdom is, in large part, the product of a steady stream of news stories lamenting the current US budget deficit.
Read MoreBy Ken Fisher, CNN Money Switzerland, 07/17/2019
Companies are hiring, factory output is rising, and consumers are spending. The U.S. economy looks less and less like its headed for a recession. So then why is the Federal Reserve still likely to cut rates later this month? For political leverage, says billionaire investor Ken Fisher.
Read MoreBy Ken Fisher, USA Today, 07/14/2019
If 'Medicare for All' passed, should we fear a fallout for health care stocks?
Read MoreBy Fisher Investments, Reuters Plus, 07/09/2019
Do you watch the Dow? On television shows and newspaper headlines, you’ll often hear “Dow rises/drops a record XXXX points!” But the Dow is wrought with issues in our view.
Read More