Fisher Investments - Market Insights

Latest Episodes:

October 2020 - ESG Investing Oct 30, 2020

Show notes

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.

September 2020 - Capital Markets Update Excerpt Sep 18, 2020

Show notes

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.

August 2020 - Practical Tips for Managing Your Family's Finances Aug 21, 2020

Show notes

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.

July 2020 - Listener Mailbag Part 2 Jun 30, 2020

Show notes

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.

June 2020 - Listener Mailbag Jun 11, 2020

Show notes

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.

May 2020 - Energy Sector and Oil Update May 01, 2020

Show notes

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.

April 2020 - CARES Act Impacts for Individuals and Small Business Owners Apr 13, 2020

Show notes

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.

Coronavirus And Market Update Webinar Mar 20, 2020

Show notes

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.

September 2019 Brexit Update Sep 24, 2019

Show notes

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.

Summer 2019 - Capital Markets Update Excerpt Sep 06, 2019

Show notes

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.