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Fisher Investments Insights

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Investing is a complex and time-consuming endeavor for even the most experienced investors. Having seen many investors struggle to make sense of market movements over the years, Fisher Investments is excited to publish our insights through Reuters Plus to help put events and their impact on stocks in perspective. Fisher Investments and its subsidiaries manage billions of dollars’ worth of assets for thousands of clients across Europe and North America. We’re excited to share the knowledge we’ve gained in this time to help investors, like you, meet their goals.

A Fisher Investments Yield Curve Primer

The yield curve is not the end-all-be-all harbinger of future economic activity. But understanding what a yield curve inversion might mean for the economy and stocks can be a powerful tool in an investor’s arsenal.

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Fisher Investments gets to know each client on a one-on-one basis and tailors investment plans to each individual’s goals. Our clients also benefit from having a dedicated investment counselor—an investment professional who knows them by name and regularly analyzes their objectives to ensure their strategies are aligned with their financial needs in retirement. Investments counselors’ sole focus is providing industry-leading client service—they don’t sell financial products or earn commissions on trades in clients’ accounts.

Fisher Investments: US Stocks Are Great. Invest Overseas Anyway

The US has the largest stock market of any country on Earth. However, we believe investing globally can provide significant advantages including diversification options that may alleviate country-specific risk and offer more opportunities for growth.

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LEI: The “Leading” Edge of Economic Indicators

In a world of abundant economic data, investors are constantly aiming to optimize their market forecasts. But which economic indicators should investors pay the most attention to? Fisher Investments explains why investors might consider the Leading Economic Index when evaluating the economy. 

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Fisher Investments on What Makes a Good Inflation Hedge

Fisher Investments believes global stocks provide a good inflation hedge over other commodities. This is in part because stocks’ earnings historically perform well alongside inflation. Fisher Investments shares how the mere existence of higher inflation is not a reason to shun stocks.

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Fisher Investments: No Bull Market is Easy

As pundits and investors begin to question the staying power of the current bull market, it is important for investors to remember that bull markets never move up in a straight line. Every bull market weathers temporary corrections and, far more often than not, rewards patient investors who stay the course.

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The Basis for Portfolio Construction, in Fisher Investments’ View

We believe selecting the right portfolio benchmark is one of the most important decisions an investor can make. A benchmark provides a practical roadmap to a proper asset allocation and can also be a useful measuring stick for portfolio performance. Fisher Investments believes a benchmark can help set realistic return expectations and instill investment discipline when making portfolio decisions.

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The COVID Era’s Chief Investing Lesson, According to Fisher Investments

Many investors think the stock market rise during the COVID era is “wrong.” We believe the swift market recovery beginning in March 2020, is an example of how efficiently stocks pre-price all widely known information and reflect forward-looking expectations. Fisher Investments explains why the markets’ reaction to subsequent COVID variants and related lockdowns has diminished, meaning the current bull market is likely here to stay awhile.

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Why Fisher Investments Says Demographics Aren’t Destiny for Markets

Demographers are forecasting major population shifts in the coming years, including shrinking populations across the Northern Hemisphere. Are these bearish signals for financial markets? Fisher Investments reminds us that population shifts have little predictive power for stock prices as these shifts play out over many years.

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Fisher Investments on Why Dividend Stocks’ Magic Is a Myth

Many pundits glorify the stability and security of dividend-paying stocks. But can you count exclusively on these types of stocks to perform reliably and fund your future goals? Fisher Investments shares how investors can consider a diversified approach to maximize portfolio returns.

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Fisher Investments: Why You Should Say No to ‘Income Investing’

Need investment income in retirement? Many people go about it all wrong. Pursuing income-generating securities exclusively could reduce the likelihood of generating the required capital growth to help achieve your long-term goals. Fisher Investments says thinking about income a little differently may help you avoid making this mistake.

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Fisher Investments Puts Stock Sector Leadership Rotation in Context

It is no secret that tech has been the top-performing stock market sector over the last decade. But can you count on tech to continue to dominate the market? Fisher Investments reminds investors to consider a diversified approach to portfolio management.

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Why Fisher Investments Doesn’t Buy Slow-Growth Fears

Some pundits argue that slowing economic growth could signal malaise for stocks. But does history prove that point? Fisher Investments looks back at economic and market history to unravel the true relationship between GDP and the stock market.

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Own Many Funds? Fisher Investments on Overdiversified-Portfolio Problems

Diversification is usually a good thing for long-term investors and retirement savers. But, Fisher Investments believes many mutual fund and ETF investors could be unintentionally hampering their investment goals by over-diversifying their portfolios.

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Exchange-Traded Funds Versus Stocks: Fisher Investments Weighs In

Should you invest in funds or individual stocks? The answer depends on your personal situation and goals. Fisher Investments discusses important factors to consider when deciding which is right for you—as well as some insights regarding a new breed of ETFs.

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Why Fisher Investments Thinks Investors Shouldn’t Get Comfortable With Cash

You may strategically hold extra cash to reduce your portfolio’s exposure to equity market swings or to enhance your cash reserves. While having an adequate emergency fund is important, holding too much cash could limit your portfolio’s long-term growth potential. For investors who need their capital to grow over the long-term to meet their financial objectives, excess cash may be counterproductive and can present unintended risks.

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Why Fisher Investments Thinks Investors Seeking Safety May Be Taking Big Risks

Pundits often point to assets like government bonds or shiny metals as safe places to put your money—presumably, where you want to be when the stock market gets bumpy. But safe assets don’t exist, in Fisher Investments’ estimation. All carry some form of risk we think investors must weigh against potential returns.

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Why Fisher Investments Says Asset Allocation Doesn’t Equal Diversification

Some investors believe you can build a diversified portfolio simply by blending stocks, bonds, cash and other securities, so that if one asset class stumbles others might pick up the slack. But Fisher Investments believes this makes a fundamental mistake: confusing diversification with asset allocation.

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Disclaimer: Investing in stock markets involves the risk of loss and there is no guarantee that all or any capital invested will be repaid. Past performance neither guarantees nor reliably indicates future performance.