Fisher Investments - Market Insights

Investors today are increasingly considering environmental, social and governance (ESG) factors in the search for new opportunities and emerging risks. In this episode, we examine what happens when investors align their strategy and values. Fisher Investments’ Senior Vice President of Research, Aaron Anderson, joins host Naj Srinivas to discuss the history of ESG investing and how investors should think about it.

This special extra episode features insights from members of the Fisher Investments’ Investment Policy Committee. Learn more about inflation, gold as an investment, and the potential market impacts from deteriorating US-China relations. Also, find out what underappreciated positives the market is currently discounting. And Ken Fisher shares his thoughts on the upcoming US elections. The episode features excerpts from one of Fisher Investments’ client-exclusive Capital Markets Updates sessions. Visit our episode page (https://www.fisherinvestments.com/en-us/podcasts/market-insights) where you’ll find links to more information about these topics. And if you have questions about capital markets, investing or personal finance, email us at marketinsights@fi.com. We may use them in an upcoming episode.

In this episode, we take a unique look at overcoming some of the financial obstacles that families encounter. Host Naj Srinivas talks with Jill Hitchcock, the head of Fisher Investments’ US Private Client Group. Working with clients for over 20 years, Jill has seen almost every challenge finances can throw at a family, and she shares insights from her personal experience in a new monthly column. In their conversation, Naj and Jill discuss overcoming financial fears, restoring some order to your family finances and setting an easy long-term strategy that can help you move closer to your financial goals. Visit our episode page (https://www.fisherinvestments.com/en-us/podcasts/market-insights) for more information. There, you’ll find links to Jill’s recent articles on family finances. And if you have questions about capital markets, investing or personal finance, email us at marketinsights@fi.com. We may use them in an upcoming episode.

In this episode, we answer listener questions about the market effects of a potential second wave of COVID-19. We also examine the investor phenomenon of “breakevenitis” and whether gold brings a shine to your investment portfolio during times of volatility. This episode features Client Communications Group Vice President Naj Srinivas, along with Managing Editor Todd Bliman; Client Services Program Manager Wendy Nicholsen; and US Private Client Services Executive Vice President K.C. Ellis. Visit our show page (https://www.fisherinvestments.com/en-us/podcasts/market-insights) and click on this episode for even more information. You’ll find links to our COVID-19 resource page, more info on “breakevenitis” and Ken Fisher’s thoughts on where gold might fit in your asset allocation. Email us at marketinsights@fi.com with your investing questions. We may use them in our next Listener Mailbag episode.

In this episode, we answer listener questions on the potential impact of swelling government debt and the possible inflation implications from government COVID aid. This episode features Client Communications Group Vice President Naj Srinivas, along with Client Services Program Manager, Wendy Nicholsen, and US Private Client Services Executive Vice President K.C. Ellis.

We review recent energy sector developments like declining demand, negative oil futures and off-again on-again OPEC+ deals. Featuring Client Communications Group Vice President Naj Srinivas and Senior Research Analyst Brad Rotolo at Fisher Investments.

Learn about the tax, investment, and financial implications for individuals and small business owners from the government’s recently passed Coronavirus Aid, Relief and Economic Security (CARES) Act. Featuring Client Communications Group Vice President Naj Srinivas and Hailey Bill, Vice President of Financial Planning at Fisher Investments.

This podcast features an audio excerpt from a Market Update Webinar provided exclusively for Fisher Investments clients. In this podcast, Fisher Investments’ Senior Vice President of Research and Investment Policy Committee Member, Michael Hanson discusses recent market volatility and our current outlook. Since hitting all-time highs in mid-February, markets entered one of the swiftest downturns in history, largely based on fears over the COVID-19 pandemic. Despite all the fear, we believe what’s most important for investors is to stay disciplined and avoid short-sighted investing mistakes. While many believe recession is a foregone conclusion, we aren’t so sure. Institutional closures in response to the pandemic increase the likelihood of recession, but the duration of these closures matters a lot too. Michael discusses three potential scenarios regarding the COVID-19 pandemic and what each might mean for markets. To stay up to date on Fisher Investments’ market outlook, please subscribe today.

In this episode, Client Communications Group Vice President Naj Srinivas speaks with Research Analyst Seth Groener about Brexit—recent events, the current timeline and potential outcomes. Recorded September 20.

In this presentation, you will hear the Investment Policy Committee discussing the firm’s current portfolio strategy. The main feature is approximately 13 minutes. Featuring: Ken Fisher, Executive Chairman &​ Co-Chief Investment Officer; Jeff Silk, Vice Chairman &​ Co-Chief Investment Officer; Bill Glaser, Executive Vice President, Portfolio Management; Aaron Anderson, Senior Vice President, Research; Michael Hanson, Senior Vice President, Research; Jessica Smith, Client Services Vice President.

In this episode, Client Communications Group Vice President Naj Srinivas speaks with Research Analyst Christo Barker about changes to the short and long end of the yield curve in recent months, how this has affected the lending environment, and other considerations and drivers for the Financials sector. Recorded August 30, 2019.

Description: In this podcast, Client Communications Group Vice President Naj Srinivas speaks with Fisher Investments’ founder, Executive Chairman and Co-Chief Investment Officer Ken Fisher about the past 10 years of this bull market—including how it started, how it has progressed and whether there is still more room to run.

In this episode, Client Communications Group Vice President Naj Srinivas speaks with Research Analyst Scott Botterman about recent common client questions. Recorded February 1,

In this episode, Client Communications Group Vice President Naj Srinivas speaks with Fisher Investments’ founder, Executive Chairman and Co-Chief Investment Officer Ken Fisher about 2018’s end-of-year volatility and his market forecast for 2019.

In this episode, Client Communications Group Vice President Naj Srinivas speaks with Fisher Investments’ founder, Executive Chairman and Co-Chief Investment Officer Ken Fisher about bear markets, how they begin, their anatomy and timing. Recorded October 8, 2018.

In this episode, Client Communications Group Vice President Naj Srinivas speaks with Investment Policy Committee member Michael Hanson about what’s driving recent market volatility and the firm’s outlook looking forward. Recorded December 19, 2018.

In this podcast, Client Communications Group Vice President Naj Srinivas speaks with Fisher Investments’ founder, Executive Chairman and Co-Chief Investment Officer Ken Fisher about market volatility so far in 2018.

In this podcast, Fisher Investments’ founder, Executive Chairman and Co-Chief Investment Officer Ken Fisher discusses his recent USA Today article on the partisan composition of US state legislatures. Recorded October 23, 2018.

In this podcast, Fisher Investments’ founder, Executive Chairman and Co-Chief Investment Officer Ken Fisher shares his thoughts on recent US political developments and how they may impact capital markets. Recorded October 9, 2018. Follow Ken on twitter @KennethLFisher.

In this podcast, Client Communications Group Vice President Naj Srinivas speaks with Research Analyst Seth Groener about recent Brexit developments. Recorded October 3, 2018.