Fisher Investments - Market Insights

Latest Episodes:

October 2017 - After Equifax, How to Protect Yourself from Fraud Oct 24, 2017

Show notes

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

October 2017 - Natural Disasters And Market Impact Oct 10, 2017

Show notes

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?

August 2017 - North Korea Update Aug 30, 2017

Show notes

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

June 2017 - Emerging Markets Update Jun 23, 2017

Show notes

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

June 2017 - Energy Sector Update Jun 13, 2017

Show notes

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

May 2017 - Market Update May 15, 2017

Show notes

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.

A Re-Introduction to The Ten Roads to Riches May 11, 2017

Show notes

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

Adviser’s Corner: April 2017 Apr 28, 2017

Show notes

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

2017 Market Outlook Mar 10, 2017

Show notes

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

February 2017 - Talking Trump and Trade Feb 15, 2017

Show notes

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