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Fisher Investments Stock Market Outlook

Fisher Investments, parent company of its UK subsidiary, Fisher Wealth Management, produces a quarterly Stock Market Outlook in the US. The outlook, compiled by the firm’s research staff, includes Fisher Investments’ forecast for the near term.

Fisher Investments is an active manager, meaning the firm can adjust portfolios depending on its market outlook. If Fisher Investments forecasts bullish conditions for the period ahead, portfolios will likely be positioned to capture upside return. If the market outlook is bearish, portfolios might be positioned defensively. In addition, depending on underlying themes Fisher Investments' research might identify, more granular portfolio tactics might be deployed.

Fisher Investments is also a global manager. The quarterly Stock Market Outlook is not only focused on US fundamentals, but on global conditions. Research includes an analysis of developed markets in Europe and Asia, as well as emerging markets around the world. As a global investment manager, Fisher Investments’ research is also wide-ranging, with specific analysts covering specific sectors, regions, countries, and industries. This in-depth research focus helps the firm’s Investment Policy Committee make more informed decisions when it comes to positioning client portfolios.