Fisher Investments Explains What to Weigh Against Volatility
By Fisher Investments, Reuters, 07/23/2021
A rocky period in markets can be unsettling, but keeping your long-term goals in mind is crucial for investors.
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Fisher 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 Netherlands’ largest newspaper, De Telegraaf; Switzerland’s leading business paper, Handelszeitung; Spain’s largest business website and newspaper, elEconomista; Italy’s third largest newspaper and number one business paper, Il Sole 24 Ore; France’s L’Opinion; Belgium’s La Libre; Austria’sTrend; Caixin—often referred to as the Bloomberg of China; the Hong Kong Economic Journal; Taiwan’s Business Weekly; South Korea’s largest business paper, Chosun Mint; Japan’s Diamond Weekly; and Singapore’s The Business Times. 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, 07/23/2021
A rocky period in markets can be unsettling, but keeping your long-term goals in mind is crucial for investors.
Read MoreBy Fisher Investments, Reuters, 07/20/2021
Charts are great for seeing trends in markets or the economy, but can they help you see where markets are heading?
Read MoreBy Ken Fisher, Real Clear Markets, 07/19/2021
What do you believe that is actually false? It is among the most basic investment questions anyone can ever ask. It is now one those expecting value stock leadership should ask themselves.
Read MoreBy Fisher Investments, PR Newswire, 07/19/2021
Firm continues rapid growth and expands to serve Irish individual investors.
Read MoreBy Michael Hanson, Reuters, 07/08/2021
After outperforming the wider market in the first few months of the year, global financial stocks have dropped over the past month, tracking a decline in bond yields. Mike Hanson of Fisher Investments explains why investors should be selective going forward.
Read MoreBy Fisher Investments, PR Newswire, 07/07/2021
Firm receives prestigious recognition from Great Place to Work® UK
Read MoreBy Ken Fisher, Real Clear Markets, 06/29/2021
Have you noticed Washington’s newest magic trick—The Incredible Shrinking Tax Hike? Since President Biden officially released his slate of proposed domestic and global tax increases, he has spent much of his time walking them back and forward … and back … and back, wooing much-needed moderate Democratic and Republican support.
Read MoreBy Fisher Investments, PR Newswire, 06/14/2021
Fisher Investments' US Small Cap Core ESG Fund recognized for performance and sustainable investment practices.
Read MoreBy Ken Fisher, Real Clear Markets, 06/10/2021
Does inflation doom loom? After all, the Fed’s humongous monetary “stimulus” exploded the money supply.
Read MoreBy Fisher Investments, PR Newswire, 06/02/2021
Firm continues rapid global expansion to bring institutional-caliber investment management to Australian high net worth clients.
Read MoreBy Michael Hanson, Cheddar, 05/28/2021
The Dow, S&P, and the Nasdaq each ended Friday's session higher ahead of Memorial Day Weekend. Mike Hanson, SVP of Research at Fisher Investments, says that markets didn't react as strongly as some may have thought despite great economic data throughout the month of May.
Read MoreBy Ken Fisher, Real Clear Markets, 05/27/2021
Most pundits believe Tech’s leadership run is done, claiming vaccine rollouts, re-openings, rising interest rates and looming inflation drive the nails in its coffin. They point to Tech’s year-to-date lag globally versus areas like Energy and Financials—arguing that trend will last. Maybe! But I think it is all just a countertrend head fake before Tech’s roll resumes.
Read MoreBy Michael Hanson, Yahoo! Finance, 05/27/2021
Stocks rose Thursday, reversing overnight declines after new jobless claims came in lower than expected, further underscoring the strength of the post-pandemic economic rebound. Simeon Hyman, ProShares Advisors Global Investment Strategist and Mike Hanson, SVP of Research at Fisher Investments joined Yahoo Finance Live to discuss.
Read MoreBy Ken Fisher, LinkedIn, 05/26/2021
Is inflation devastation impending? The Fed’s humongous monetary “stimulus” exploded the quantity of money. Uncle Sam deployed nearly $3 trillion in COVID relief last year, another $1.9 trillion this year—and $4 trillion more in spending is under discussion. With all this sloshing, splashing and flashing around an economy already nudging prelockdown levels, pundits near-universally envision increased inflation. But two “Maybe Nots”:
Read MoreBy Fisher Investments, Reuters, 05/19/2021
Are politics a big risk for stocks now?
Read MoreBy Fisher Investments, Reuters, 05/14/2021
What do oil price swings mean for the economy? Here is our take.
Read MoreBy Michael Hanson, Reuters, 05/11/2021
While China’s economy has powered ahead of its global rivals this year, its equities market has not, amid geopolitical tensions between the U.S. and China. Mike Hanson of Fisher Investments explains why he thinks China is still a good long-term investment.
Read MoreBy Ken Fisher, Real Clear Markets, 05/03/2021
Many pundits warn China’s debt woes doom it’s post-COVID recovery-- and that of the world. They point to high-profile corporate defaults and downgrades cascading into a debt tsunami destined to reverberate globally—especially with China reducing stimulus. But that isn’t just wrong, it’s backwards.
Read MoreBy Fisher Investments, Reuters Plus, 04/22/2021
How the conventional wisdom about bonds may imperil your retirement portfolio.
Read MoreBy Fisher Investments, Reuters Plus, 04/15/2021
How US legislative history makes global trade policy a key factor for investors to watch.
Read MoreBy Ken Fisher, Real Clear Markets, 04/14/2021
Remember last summer? Pundits warned the falling dollar foretold economic and market doom? Continued growth and surging stocks proved notions of greenback prescience were phooey. Now, doomers fear the reverse: a rising dollar—claiming it signals a stalling global recovery—and looming danger for US stocks. More hogwash.
Read MoreBy Fisher Investments, PR Newswire, 04/08/2021
Fisher Investments Luxembourg, a subsidiary of Fisher Investments, has been certified as a great workplace for 2021 by the independent analysts at Great Place to Work®, a recognized global authority on workplace culture. This is the first year the certification program was offered in Luxembourg.
Read MoreBy Michael Hanson, Reuters, 04/06/2021
U.S. President Joe Biden’s pledge to spend $2.3 trillion on infrastructure has investors wondering how to position themselves to benefit. Fisher Investments’ Mike Hanson explains why traditional infrastructure funds may not be the best way to capitalize on the spending plans.
Read MoreBy Ken Fisher, LinkedIn, 03/31/2021
Pundits are crowing—arguing Tech’s year-to-date lag marks the start of a major market shift. Yes, again. To them, this time is for sure. They say vaccine rollouts, fast-approaching re-openings and rising interest rates killed the sector’s pandemic-era dominance—bad news for investors with big tilts toward the Tech-heavy S&P 500. Maybe! I’d bet not.
Read MoreBy Fisher Investments, Reuters Plus, 03/29/2021
Are election results make-or-break for markets?
Read MoreBy Fisher Investments, Reuters Plus, 03/29/2021
Why we don’t think the Fed’s quantitative easing is propping up the stock market.
Read MoreBy Ken Fisher, Real Clear Markets, 03/12/2021
The Green New Deal. Medicare for All. Huge income and capital gainstax hikes. Wealth taxes. These policy ideas, and similar others, plagued many investors since 2020’s election campaign kicked off. Now, halfway through the Democrat-“controlled” government’s first 100 days, the recent debate over the administration’s $1.9 trillion COVID aid package showed you again those extreme ideas stand no chance. Gridlock rules Washington—a positive for stocks.
Read MoreBy Fisher Investments, PR Newswire, 03/05/2021
Fisher Investments' institutional strategy recognized in the Emerging Markets Equity category.
Read MoreBy Fisher Investments, PR Newswire, 03/03/2021
Graphic explains impacts on US economy, businesses and individuals.
Read MoreBy Ken Fisher, Real Clear Markets, 03/01/2021
Heard this one yet? British and American value stocks are set to surge as swift vaccine rollouts accelerate reopening. How could you not? This theory, or versions of it, gobsplatter financial airwaves everywhere. But acting on this forgets one key timeless lesson 2020’s stock market taught: the more headlines hype something, the more you know markets already weighed it—and moved on past it.
Read MoreBy Ken Fisher, LinkedIn, 03/01/2021
Value bulls claim COVID vaccines and approaching business reopenings mean this is just the start of a long run—and that economically sensitive value stocks are poised for their typical, lengthy early bull market boom. Maybe. But I don’t think so, and I don’t think it much matters. Why? Let me explain.
Read MoreBy Michael Hanson, Reuters, 02/25/2021
The industrial sector escaped much of the pain felt by services businesses in the past year, as consumers used their spare time - and money - to purchase manufactured goods. Mike Hanson of Fisher Investments explains why he thinks vaccine rollouts may limit the upside for the sector.
Read MoreBy Ken Fisher, Real Clear Markets, 02/12/2021
The hubbub surrounding GameStop’s recent boom—and bust—has many bemoaning retail investors getting the shaft. Brokerages halted trading in hedge funds’ favor, allegedly. Congressional hearings loom, with opportunistic politicians from both parties screeching about markets stacked against the “little guy.” As i see it, they’re rigged to benefit investors big and small. Today, it’s easier than ever to take advantage. Let me explain.
Read MoreBy Michael Hanson, Reuters, 02/11/2021
The U.S. labour market remains weak, with a seasonally adjusted 793,00 people filing jobless claims last week, adding new impetus to call for a major stimulus package – but Mike Hanson of Fisher Investments told us it won’t necessarily boost Americans’ spending for very long.
Read MoreBy Fisher Investments, PR Newswire, 02/10/2021
Firm's training programs recognized for being among the best worldwide for the third consecutive year.
Read MoreBy Lorri Freifeld, Training Magazine, 02/08/2021
Training magazine recognized the 2021 Training Top 100 winners and revealed their rankings during a Virtual Gala held tonight.
Read MoreBy Fisher Investments, PR Newswire, 02/05/2021
Firm named to Top Workplaces USA and Top Workplaces Financial Services Lists.
Read MoreBy Fisher Investments, PR Newswire, 02/04/2021
Firm's largest business unit now serves over 65,000 high net worth Americans.
Read MoreBy Fisher Investments, PR Newswire, 02/02/2021
Firm hiring aggressively at East Coast hub to serve rapidly growing client base.
Read MoreBy Ken Fisher, Real Clear Markets, 01/28/2021
America’s tense election and inauguration are now behind us. The last bit of U.S. election uncertainty? Gone. Next up--a toothless global political year. With few elections scheduled and gridlock ruling globally, big legislation won’t come from any major economy in 2021. Pockets of political uncertainty are small and far-flung. Enjoy the inactivity as stocks ride gridlock higher.
Read MoreBy Michael Hanson, Reuters Plus, 01/21/2021
Financial stocks globally under-performed the wider market last year, but with the economy set for a post-pandemic rebound will their prospects also improve? Fisher Investments’ Mike Hanson explains why he thinks investors should still be wary of the sector.
Read MoreBy Ken Fisher, Real Clear Markets, 01/20/2021
Despite 2020’s angst, the global economy is poised to rebound. Sentiment is warming. A politically tumultuous lame-duck stretch should yield to an increasingly benign political backdrop. It’s a recipe for US and world stocks to shine in 2021. Keep your cool, though—while most believe we are early in the upturn, I see this bull market stealthily slipping into its later stages.
Read MoreBy Michael Hanson, Reuters Insider, 01/07/2021
Wall Street benchmarks rose on Thursday on optimist that more pandemic aid is on its way now that Democrats control both the White House and Congress.
Read MoreBy Ken Fisher, Real Clear Markets, 01/05/2021
Can anything stop this bull market? Seemingly ever fewer investors think so. The unadulterated panic ruling markets last February and March seems ancient, with increasingly optimistic pundits seeing gains ahead. That view seems justified. But its rapid spread symbolizes a warning: Just as you had to conquer your emotions to reap this nine-month-old bull market’s gains to date, you now must keep emotion at bay—just a different one.
Read MoreBy Fisher Investments, Real Clear Markets, 12/28/2020
A new year is a good time for a portfolio checkup. Here’s a checklist.
Read MoreBy Fisher Investments, Real Clear Markets, 12/22/2020
Don’t leave your financial legacy to chance. Planning now can help your loved ones when they need it most.
Read MoreBy Fisher Investments, Reuters Plus, 12/18/2020
Some suggested diversification dos and don’ts.
Read MoreBy Fisher Investments, Reuters Plus, 12/17/2020
What investors should—and shouldn’t—focus on when investing in China.
Read MoreBy Jill Hitchcock, Cashay, 12/14/2020
For many, the winter holidays are all about giving, and giving to charities may feel even more important this year with so many families struggling during the COVID-19 pandemic.
Read MoreBy Fisher Investments Editorial Staff, Real Clear Markets, 12/14/2020
What’s a “normal” year for stocks? The answer might surprise you.
Read MoreBy Staff, Reuters Plus, 12/10/2020
The European Central Bank announced more stimulus measures on Thursday, including the increase and expansion of its debt purchase scheme, to help the region’s economy cope with the second wave of the coronavirus pandemic.
Read MoreBy Fisher Investments, TheStreet, 12/10/2020
You deserve to work with a money manager who is focused on your goals and whose fee structure is in your best interest.
Read MoreBy Fisher Investments Editorial Staff, Real Clear Markets, 12/09/2020
These five tips may help Investors wanting to mitigate their 2020 tax bill before the New Year.
Read MoreBy Ken Fisher, Real Clear Markets, 12/08/2020
That multiple COVID-19 vaccines are rolling out globally has sparked widespread hope—and pharma fever among investors. Snap up vaccinemaker shares now, the thinking goes, and you’ll catch a slice of the riches these moonshots promise. But beware.
Read MoreBy Ken Fisher, LinkedIn, 12/07/2020
With just weeks before Georgia’s two January 5th Senate runoff votes that will determine “control” of the chamber, agitation grows. But to stocks, the election’s outcome is already clear. Come 2021, gridlock rules America. Set aside your party biases briefly and let me show you why this is great investing news.
Read MoreBy Michael Hanson, Reuters Insider, 12/01/2020
Wall Street benchmarks are higher after Moderna and Pfizer both applied for emergency approval in Europe to use their vaccines.
Read MoreBy Ken Fisher, Real Clear Markets, 11/27/2020
Following America’s election, you may be blissful over Biden’s win or terrified by Trump’s (apparent) defeat. But cold, emotionless stocks view this election differently.
Read MoreBy Tracy Hazzard and Michael Hanson, Medium, 11/19/2020
Our guests span different fields — they’re historians, strategic thinkers, professors, and even professional gamblers. They provide perspectives that are helpful for investment strategy and for life in general.
Read MoreBy Jill Hitchcock, Cashay, 11/14/2020
Thanksgiving will be very different this year as the COVID-19 pandemic prevents many families and friends from gathering in person to share food, tell stories, and discuss the big questions of life.
Read MoreBy Ken Fisher, CNBC TV18, 11/12/2020
As funds appear to be flowing from growth stocks to value stocks or from stay at home stocks to economy stocks, will this move last? CNBC-TV18’s Latha Venkatesh spoke to Kenneth Fisher, Founder and Chairman of Fisher Investments.
Read MoreBy Michael Hanson, Reuters Insider, 11/12/2020
Wall Street benchmarks were mixed on Thursday, with stay-at-home stocks once again propping up in the Nasdaq. Financials led the S&P 500 lower after the U.S. recorded another record day of coronavirus cases and hospitalizations.
Read MoreBy Ken Fisher, Real Clear Markets, 11/10/2020
For investors, it is critical to understand that stocks don’t view China— or any country—through a sociopolitical lens. Follow their lead and you’ll see how China adds fuel to the global bull market—and proves normalcy can return post-pandemic.
Read MoreBy Michael Hanson, LinkedIn, 11/09/2020
It may never get better than 2020 to know yourself as an investor. COVID-19, dastardly in its ability to spread so readily and affect so many, not only creates money problems—it creates real existential threat. Couple that with the most contentious US election in memory, and you have a veritable (albeit emotionally painful) lab to test your true risk tolerance.
Read MoreBy Fisher Investments, PR Newswire, 11/06/2020
Podcast features a variety of award-winning authors providing unique perspectives on their fields of expertise.
Read MoreBy Jill Hitchcock, Cashay, 11/05/2020
A good financial education can make all the difference in a family’s longterm success, yet practical finance is nearly impossible to find in a school curriculum.
Read MoreBy Michael Hanson, LinkedIn, 10/28/2020
In honor of Halloween, Dia De Los Muertos, or whichever way you celebrate the darker side of things, here are five great books to take the scare out of your portfolios.
Read MoreBy Damian Ornani, LinkedIn, 10/28/2020
A common—yet misguided—investor sentiment I hear around elections goes something like this, “If [insert political party here] party wins, surely they will [insert massive policy action] and that will be [good/bad] for stocks! Everyone knows it!”
Read MoreBy Carrianne Coffey, LinkedIn, 10/27/2020
The stock market has more than recovered from its COVID-19 lockdowndriven plunge in March. But investors remain fearful. While fear is normal after a big market downturn, it also leaves investors susceptible to behavioral mistakes that can derail their long-term financial plan.
Read MoreBy Ken Fisher, Real Clear Markets, 10/26/2020
Cut, cut, hike! Potential tax changes boggle pundits’ minds as the election nears.
Read MoreBy Fisher Investments, PR Newswire, 10/23/2020
Fisher Investments 401(k) Solutions Group named to 2020 Financial Times 401 Top Retirement Advisers.
Read MoreBy Fisher Investments, TheStreet, 10/22/2020
Aren’t small-cap and value stocks supposed to lead in a new bull market? See how Fisher Investments approaches stock styles today.
Read MoreBy Fisher Investments, Reuters Plus, 10/14/2020
Why does Fisher Investments think the Dow is a broken index?
Read MoreBy Fisher Investments, Reuters Plus, 10/13/2020
Fisher Investments answers: Are October’s historical stock market plunges mere coincidence?
Read MoreBy Ken Fisher, Real Clear Markets, 10/12/2020
Straight ahead of us, just weeks, this young bull market gets a boost from almost entirely unexpected quarters: America’s election. Sound crazy? Before having me committed, let me explain.
Read MoreBy Fisher Investments, TheStreet, 10/07/2020
The world currently faces plenty of problems, but we believe the longerterm economic prognosis is positive, despite shorter-term uncertainty.
Read MoreBy Ken Fisher, LinkedIn, 10/05/2020
As the 2020 presidential election nears, there is plenty of concern about how markets will behave.
Read MoreBy Jill Hitchcock, Cashay, 10/02/2020
If your family is able to lean on just one partner’s income, you’re lucky to have the luxury of choice. Many families don’t have this option! But in making this decision, families sometimes overlook the new risks it brings, primarily for the partner who leaves the workforce.
Read MoreBy Fisher Investments, Real Clear Markets, 10/01/2020
Fisher Investments has researched tax changes’ market impact. The findings may surprise you.
Read MoreBy Fisher Investments, PR Newswire, 09/28/2020
Fisher Investments was recognized as a Top Workplace for the fourth year in a row by The Oregonian, placing eighth on the newspaper's 2020 list of Top Workplaces in Oregon and Southwest Washington.
Read MoreBy Ken Fisher, Real Clear Markets, 09/25/2020
Tech is tanking, so bye-bye bull market—that’s logic many pundits peddled ever since the FANGs and big name Tech stocks started September’s swoon. They claim Tech fueled the market’s post-March rise--so what kills Tech, kills this young bull market, too. It sounds compelling. But it’s wrong. This global rebound—and Tech’s leadership in it—is far more durable than most fathom. Here’s why.
Read MoreBy Staff, The Oregonian, 09/23/2020
Here are the top eight large employers -- each with 500 or more employees in Oregon and/or southwest Washington -- in this year’s Top Workplaces competition, which is in its ninth year.
Read MoreBy Fisher Investments, Reuters Plus, 09/16/2020
Before you load up on high dividend-paying REITs, Fisher Investments wants you to make sure you understand what you are targeting.
Read MoreBy Ken Fisher, LinkedIn, 09/15/2020
How the market reacts to presidential elections boils down to confirmation bias, uncertainty and the market’s natural job of pre-pricing. Let me explain.
Read MoreBy Fisher Investments, TheStreet, 09/15/2020
Got gold fever? The precious metal is tempting investors after recent all-time highs—but here’s what Fisher Investments thinks you should know before bingeing on bullion.
Read MoreBy Fisher Investments, Reuters Plus, 09/10/2020
Does Fisher Investments think the Fed is storing up trouble in the form of runaway inflation?
Read MoreBy Candice Georgiadis with Jill Hitchcock, Medium, 09/10/2020
Success isn’t a straight line to the top. Don’t try to map out 30 years of your career. You’ll drive yourself crazy, and it rarely turns out like you planned anyway. Be open to unexpected opportunities.
Read MoreBy Ken Fisher, Real Clear Markets, 09/03/2020
Depending on who you ask, value stocks are set to soar….or dead as a doornail. Value’s tub-thumpers say growth stocks’ decade-plus dominance can’t endure—particularly with value’s penchant for zooming early in bull markets. Disbelievers argue Big Tech’s supremacy alongside private equity and indexing’s rise seal value’s casket. Wrong and wrong. Value isn’t dead. But the 2020 bear market’s peculiarities make a nearterm comeback unlikely. Here’s why.
Read MoreBy Fisher Investments, Real Clear Markets, 09/01/2020
Fisher Investments answers: How can stocks rise when so many people are out of work?
Read MoreBy Ken Fisher, Real Clear Markets, 08/25/2020
The dollar knows! So say the many pundits now calling the dollar’s recent slide a canary in the coalmine for America’s economy and stocks. That’s really stupid.
Read MoreBy Jill Hitchcock, Cashay, 08/25/2020
A lot of people worry a recession or bear market might derail their retirement, but that doesn’t have to be the case! A well-designed, comprehensive retirement plan can help you navigate good and bad times.
Read MoreBy Ken Fisher, LinkedIn, 08/21/2020
The S&P 500 closed at a record high on Tuesday, just five months after falling into bear market territory due to the government-imposed economic lockdowns put in place to slow the spread of coronavirus.
Read MoreBy Fisher Investments, TheStreet, 08/18/2020
Will holding cash as part of your investment strategy help you reach your long-term goals? Learn why Fisher Investments doesn’t think so.
Read MoreBy Fisher Investments, Reuters Plus, 08/12/2020
Pre-recession highs for employment, economic output and many other metrics are distant. Does this doom stocks’ rally? Learn more in Fisher Investments’ latest article with Reuters.
Read MoreBy 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.
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