Fisher Investments - Market Insights

In this episode, Fisher Investments’ founder and Co-Chief Investment Officer Ken Fisher answers a new round of listener questions. Ken covers the tax efficiencies of capital gains vs dividends, along with how to think about portfolio diversification. He also offers his thoughts on algorithmic trading and lastly, reveals what he believes is the biggest mistakes that investors make. Visit our episode page, where you’ll find links to more information and resources to help you become a more informed investor. 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, Fisher Investments’ founder and Co-Chief Investment Officer Ken Fisher answers a new round of listener questions. Ken shares his thoughts on the current state of investor sentiment, along with discussing when is the best time to buy a home. He also discusses the impact of tariffs on the economy. Visit our episode page, where you’ll find links to more information and resources to help you become a more informed investor. 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, Fisher Investments’ founder and Co-Chief Investment Officer Ken Fisher addresses a common investor concern—US national debt. Visit our episode page https://www.fisherinvestments.com/en-us/insights/podcasts/june-2024-ken-fisher-discusses-us-national-debt-fears, where you’ll find links to more information and resources to help you become a more informed investor. 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, Fisher Investments’ founder and Co-Chief Investment Officer answers a new round of listener questions. Ken provides his inflation outlook and why you should be forward looking when buying stocks. He also offers his thoughts on the state of the commodity market and highlights emerging markets opportunities outside of China. Visit our episode page https://www.fisherinvestments.com/en-us/insights/podcasts/apr-2024-ken-fisher-answers-questions-on-inflation, where you’ll find links to more information and resources to help you become a more informed investor. 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.

This episode features excerpts from the recent Fisher Investments’ client-exclusive Capital Markets Update session which includes insights from Fisher Investments’ Investment Policy Committee. Learn more about why short-term volatility is inherent to stocks and Ken Fisher thoughts on the state of investor sentiment. We also share our thoughts on inflation and interest rate outlook. Visit our episode page https://www.fisherinvestments.com/en-us/insights/podcasts/mar-2024-capital-markets-update-excerpts , where you’ll find links to more information and resources to help you become a more informed investor. 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, Fisher Investments’ Senior Vice President of Research Aaron Anderson chats with Naj Srinivas about our outlook for capital markets in 2024. They discuss how the start of the current bull market was somewhat atypical and reflect on where they see investor sentiment today as well as expectations for stocks in 2024. Aaron also addresses some potential risks for equity markets. Visit our episode page https://www.fisherinvestments.com/en-us/insights/podcasts/feb-2024-where-will-stocks-go-in-2024, where you’ll find links to more information and resources to help you become a more informed investor. 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, Fisher Investments’ founder and Co-Chief Investment Officer answers a new round of listener questions. Ken explains why the Fibonacci analysis isn’t useful for stock prediction, what happens if the reverse repo market and the treasury funds get drained and what he expects for U.S. GDP in 2024. Lastly, he debunks any correlation between inflation and debt. Visit our episode page https://www.fisherinvestments.com/en-us/insights/podcasts/jan-2024-ken-fisher-discusses-the-fibonacci-analysis , where you’ll find links to more information and resources to help you become a more informed investor. 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, Fisher Investments’ founder and Co-Chief Investment Officer answers a new round of listener questions. Ken covers his economic outlook on Eastern European countries, if bonds are the asset class of the hour, and if 2024 is the year for small caps and lastly, book recommendations on investing. Visit our episode page, where you’ll find links to more information and resources to help you become a more informed investor. 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, Fisher Investments’ founder and Co-Chief Investment Officer answers a new batch of listener questions. Ken covers why stocks are superior to other assets, even with high interest rates; why the global economy continues to grow despite China’s slowing economy; and some of the underappreciated risks to the current bull market. Visit our episode page (https://www.fisherinvestments.com/en-us/insights/podcasts/dec-2023-ken-fisher-answers-questions-on-stocks-vs-bonds), where you’ll find links to more information and resources to help you become a more informed investor. 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, Fisher Investments’ founder, Executive Chairman and Co-Chief Investment Officer Ken Fisher answers more common listener questions about finance and investing. Ken looks at whether biotech stocks do well during recessionary periods, and whether he thinks now is a good time for investors to consider energy stocks. Ken also gives his thoughts on value dividend investing and central banks.

On this episode, Fisher Investments’ founder and Co-Chief Investment Officer answers common listener questions. Ken covers sequence of returns, asset allocation, impacts from the Federal Reserve’s monetary policy decisions and implications of an inverted yield curve. Visit our episode page, where you’ll find links to more information and resources to help you become a more informed long-term investor. 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.

On this episode, we’ll look at three big investment themes you may want to watch in 2023: inflation, rising interest rates and the potential for a recession. You’ll hear from some Fisher Investments’ main portfolio decision makers — members of the Investment Policy Committee. On our episode page (https://www.fisherinvestments.com/en-us/insights/podcasts/march-2023-three-investing-trends-to-watch-in-2023), you’ll find links to more information and resources on some of the topics covered in this episode. 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.

Achieving your long-term investing goals can be easier if you have a solid plan. But, when markets get turbulent, even experienced investors can question their decisions. On this episode, we’ll examine ways to become a more effective long-term investor and stick to your plan over time. Visit our episode page, where you’ll find links to more information and resources to help you on the path to becoming a more effective long-term investor. 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.

The energy sector and energy companies are connected to many of the biggest news stories of 2022: the Russia-Ukraine conflict, the subsequent Western sanctions and the ongoing inflation situation. In this episode, we examine how this critical sector affects the global economy and financial markets. Visit our episode page (https://www.fisherinvestments.com/en-us/podcasts/market-insights), where you’ll find links to more information and resources about how markets are reacting to the energy sector, inflation and the Russia-Ukraine conflict. 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.

Financial scams and fraud affect more and more people around the world. In this episode, we examine who’s at risk and discuss some tips to help you recognize scams. We also investigate three common types of scams (advance-pay scams, romance scams and trusted-individual scams) to understand how they work and how to protect against them. Visit our episode page (https://www.fisherinvestments.com/en-us/podcasts/market-insights/january-2022-protecting-your-family-from-financial-scams) where you’ll find links to more information and resources to help you identify and report scams and fraud to protect your family. 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.

This episode features insights from across Fisher Investments to answer listener questions about inflation and explore how labor shortages and supply chain disruptions are affecting stocks. We also delve into the latest on China. 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.

This episode features timely insights from members of Fisher Investments’ Investment Policy Committee. Learn why the COVID-19 Delta variant and slower economic growth aren’t necessarily headwinds for stocks. Also, find out more about the current inflation situation and what market risks may sit on the horizon. And Ken Fisher shares his thoughts on the state of the current bull market. The episode features excerpts from one of Fisher Investments’ recent client-exclusive Capital Markets Update sessions. Visit our web 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 examine some important financial planning tips to consider in the second half of 2021. Host Mike Hanson (Senior Vice President of Research) interviews Hailey Bill (Associate Vice President of Financial Planning) about the impact of recent legislation on families’ financial planning. Mike and Hailey also discuss why investors might consider a Roth IRA conversion in the remaining months of 2021, as well as charitable gifting strategies that could save your family money in the long run. Visit our episode page (https://www.fisherinvestments.com/en-us/podcasts/market-insights) where you’ll find links to more information about these topics, along with important deadlines for financial planning. 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 part 2 of 2, we answer listener questions about trade and explore how cybersecurity is affecting investors’ discussions about trade. We also explore questions about China’s economic recovery and the proposed US infrastructure plans. This episode features Mike Hanson—Senior Vice President of Research, member of Fisher Investments’ Investment Policy Committee and host of The Well-Read Investor. 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 part 1 of 2, we answer listener questions about cryptocurrencies and evaluate investor expectations about inflation. This episode features Mike Hanson—Senior Vice President of Research, member of Fisher Investments’ Investment Policy Committee and host of The Well-Read Investor. 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.