Fisher Investments - Market Insights

This video is an excerpt from a client-only event regarding the recent market volatility. The webinar features Senior Vice President of Research Michael Hanson and Group Vice President Erik Renaud highlighting the different signs that we look for when evaluating if current market volatility is a cause for concern.

In this presentation, you will hear the Investment Policy Committee discussing the firm’s current portfolio strategy. The main feature is approximately 22 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; Erik Renaud, Group Vice President.

This video is an excerpt from a client-only webinar regarding the recent tax reform. The webinar features Client Communications Vice President Naj Srinivas highlighting the tax changes and how they may impact markets and the economy.

In this podcast, Corporate Communications Vice President Naj Srinivas speaks with Group Vice President of Client Services Erik Renaud. They recap our 2017 forecast and detail how markets performed relative to our expectations. Time stamps: 00:30 – Our previous 2017 forecast 02:50 – How long can the bull market go? 03:40 – Average bull market lifetime 05:00 – Our previous 2017 economic forecast 06:30 – Political impact on stocks in 2017 09:30 – Tax reform’s market impact 12:30 – Foreign leadership in 2017 14:00 – Market sentiment moving forward

In this presentation, you will hear the Investment Policy Committee discussing the firm’s current portfolio strategy. The main feature is approximately 16 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 Manager. Time stamps: 00:45 – Introductions 01:05 – Healthcare and Tax Reforms’ Effect on Stocks 02:50 – Political Gridlock 04:45 – Not a Trump Rally 08:30 – The Media’s Impact on Investor Sentiment 11:05 – The President’s War with the Media 12:10 – Ken Fisher’s USA Today column 12:50 – Stocks at All-Time Highs

This podcast is an excerpt from a client webinar regarding the recent Equifax data breach. The webinar features Corporate Communications Group Vice President Naj Srinivas and Research Analyst Ben Thistlethwaite providing advice on how to protect yourself and discussing the breach’s market impact. Time stamps: 01:05 – What Can You Do? 04:45 – Consider Freezing Your Credit 09:20 – Consider ID Theft Protection Services 11:40 – What to Do If Your Identification Has Been Stolen 13:20 – Other Tips to Protect Yourself 21:50 – Characteristics of Scams and Frauds 23:45 – Market and Economic Impact of the Breach 28:55 – Global Bull Market 29:35 – Regulatory Risk

In this podcast, Communications Group Vice President Naj Srinivas speaks with Capital Markets Team Leader Brad Pyles about the economic effects of hurricanes, earthquakes and other natural disasters. Time stamps: 01:15 – Historical Market Reactions 02:45 – Opportunities? 04:30 – Disasters’ Impact in Perspective 05:00 – Effect on Insurers 06:45 – What Could Cause A Bear Market? 09:45 – Where is Market Sentiment Today?

In this podcast, Communications Group Manager Naj Srinivas speaks with MarketMinder Writer and Editor Elisabeth Dellinger about recent tensions between the US and North Korea and our current outlook. For more on our thoughts, check out our recent MarketMinder article Stocks’ Calm Isn’t Irrational. Time stamps: 00:50 – North Korea Overview 02:15 – Possible Market Implications 03:45 – Historical Comparisons: Cuban Missile Crisis 04:45 – North Korea’s Motivation 06:10 – China’s Role 07:30 – Market Impact Of War 09:00 – Possibility of Preemptive Attack on US 11:00 – Investing Takeaway

In this podcast, Communications Group Manager Naj Srinivas speaks with Research Analyst Scott Botterman about recent developments within Emerging Markets and our current outlook. 0:50 – MSCI announces Chinese A shares to be included in Emerging Markets index 2:40 – Market capitalization and impact of Chinese A shares 4:50 – Differentiating between Frontier, Emerging, and Developed Markets 8:15 – Moody’s downgrading of Chinese Debt 10:15 – Effects of India’s recent demonetization program 13:10 – Brazil’s Carwash Scandal 15:35 – Political Corruption within Emerging Market countries 17:20 –US currency and interest rate impacts on Emerging Markets countries

In this podcast, Communications Group Manager Naj Srinivas talks to Research Analysts Luis Casian and Brad Rotolo about the Energy sector’s recent developments and our current outlook. 00:56 - Major Energy stories 01:48 - OPEC vs. US production 03:50 - What could cause oil to venture out of its recent norm near $50? 05:30 - Recent globalized nature of oil production 07:03 - Technological improvements in fracking 09:15 - Natural gas by products 10:13 - US production meets demand

In this podcast, we talk to US Private Client Services Vice President Erik Renaud about some recent client questions on the market and our current outlook. Topics include all-time market highs, Trump Administration tax and trade policy, European elections and bear market causes. We also discuss some of the economic fundamentals supporting Fisher Investments’ bullish outlook.

In this podcast, we talk to Content Analyst Elisabeth Dellinger about the recently released second edition of The Ten Roads to Riches.

In this podcast, we discuss our firm’s views on some common client questions from around the country.

Fisher Investments’ Investment Policy Committee discusses the firm’s views on capital markets and the economy.

In this podcast, we interview Content Analyst Elisabeth Dellinger on recent talk of protectionism, border taxes and trade.