Fisher Investments' Knowledge Center

Education is a key part of Fisher Investments' high-touch service model for investors. Whether you’re looking for investment planning tools, or simply enjoy learning about the markets, we can help. In this section, access our quarterly Stock Market Outlook, investing guides and market commentary.

Index Changes Don’t Charge Up Stock Returns

Electric car maker Tesla’s inclusion in the S&P 500—and the stock’s coincident jump—has many hunting for the next stock to join. Here is why you shouldn’t bother.

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Earnings Reality Is Beating Expectations—by a Lot

Q3 earnings are trouncing analysts’ estimates—a sign sentiment remains too pessimistic.

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Lockdowns, Slowdowns and the Adaptive, Efficient Market

What will negative economic data mean for stocks? Europe offers a preview.

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Don’t Chase the Vaccine Hunt

Heat chasing takes many forms.

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Last Week In Markets: Nov 09 - Nov 13 2020

Fisher Investments recaps the biggest market, political and economic news from last week, including eurozone and UK Q3 GDP figures, Chinese and Japanese money supply (M2) and Japan’s September retail sales.

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Slowing Jobs Growth Won’t Derail a Recovery

History shows jobs data of all variations lag growth.

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From the Mailbag: The 4% Rule, RMDs and You

How can you minimize the risk of portfolio depletion if your required minimum distributions exceed 4% of your assets, adjusted for inflation, annually?

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The Case Against the BoE’s Bond Buying

As the Bank of England expands quantitative easing, we revisit the program’s flaws.

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Last Week In Markets: Nov 02 - Nov 06 2020

Fisher Investments recaps the biggest market, political and economic news from last week, including US, UK, eurozone, China and Japan October services and manufacturing PMIs, US durable goods orders and the US presidential election.

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The UK’s New National Lockdown

Long-term investors benefit from considering a couple of key factors, in our view.

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