Sector Spotlight | Since the 1920s, US Health Care has tended to underperform before US elections, likely due to their sensitivity towards campaign proposals and political uncertainty. As the election passes and a winner is selected, uncertainty fades and Health Care tends to outperform.
Fisher Investments Institutional Group
投资管理
Plano，Texas 3,550 位关注者
At Fisher Investments, Fisher Investments Europe, Fisher Investments Australasia, and Fisher Investments Japan
关于我们
The Fisher Investments Institutional Group at Fisher Investments, Fisher Investments Europe, Fisher Investments Australasia, and Fisher Investments Japan offers US, Global, and Global ex-US equity strategies with various capitalization and style orientations for institutional investors worldwide. Leveraging our global research platform we apply a top-down investment process focusing on macro decisions at the country, sector, and industry level, which can have a significant impact on returns. By actively managing these crucial higher-level decisions, we feel our process allows us to exploit a greater opportunity set for generating outperformance relative to other investment approaches. Further, our security selection is designed to leverage our top-down process, directly applying high-level themes from our macro analysis to our security analysis and selection. We have consistently applied our top-down investment process across various equity strategies in the service of our institutional clients since the Fisher Investments Institutional Group began at Fisher Investments in 1990. Important Disclosures: https://www.fisherinvestments.com/en-us/disclosures Fisher Investments is not affiliated with Fisher Retirement Solutions.
- 网站
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https://www.fisherinvestments.com/en-us/institutional-investing
Fisher Investments Institutional Group的外部链接
- 所属行业
- 投资管理
- 规模
- 1,001-5,000 人
- 总部
- Plano，Texas
动态
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What does China’s new stimulus plan mean for markets? Watch Aaron Anderson discuss the recent announcements on CNBC International’s Capital Connection. https://lnkd.in/gWNkz393
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How will investments in artificial intelligence impact the broader market? Click to watch our 5-minute video, where Fisher Investments' Securities Research Analyst Hisham Dewan, CFA discusses global AI spending across key industries: https://lnkd.in/gfSvKKnz
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How do changing interest rates affect markets? Ken Fisher analyzes the impact of central bank policy decisions here: https://lnkd.in/gkY_J5rU
Fisher Investments Reviews the Market Impact of Central Bank Decisions
https://www.youtube.com/
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Macro Chart | Changes in Fed policy expectations have not impacted equity markets much this year, but they have seemingly influenced size performance, with small caps tending to do better during periods of increasing rate cut expectations. View our latest Macro Insights chart book to learn more:?https://lnkd.in/gjkXibE9
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What does investor sentiment suggest about the future of this bull market? Ken Fisher discusses his view here: https://lnkd.in/g4pxzJcn
Fisher Investments Reviews Current Investor Sentiment and What it Means for Markets
https://www.youtube.com/
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September has historically been the “worst” month for equities, here’s what investors need to know: https://lnkd.in/gquPjTKd
Fisher Investments Reviews if September is Bad for Stocks
https://www.youtube.com/
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Macro Chart | Headlines usually focus on real (inflation adjusted) GDP growth, but nominal growth drives corporate earnings. Some high-growth countries like India feature high growth and high valuations, while others with decent growth are valued more modestly. View our latest Macro Insights chart book to learn more: https://lnkd.in/gjkXibE9
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How does our top-down investment process apply to the semiconductor industry? In our 5-minute video, Fisher Investments' Senior Research Analyst YoungRo Yoon explains our approach to semiconductors: https://lnkd.in/gxhSbq3x
Macro Minutes: Top-Down Approach to Semiconductors
fisherinvestments.com
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Macro Chart | Many worry that US debt to GDP is unsustainable and outside the normal range of other developed countries. While the United States may be above 100% debt to GDP, it is not nearly as relatively high as many think. View our latest Macro Insights chart book to learn more: https://lnkd.in/gjkXibE9
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