Fisher Investments UK Talk
Get to Know Fisher Investments UK and the Services It Can Offer to Investors
Investing is a complicated business and can be fraught with risks—even for those with years of experience. It’s no surprise that investors often seek professional guidance. But knowing whose investment advice to trust can be a daunting endeavour.
At Fisher Investments UK, it is our opinion that many investment advisors fall short of meeting investors’ expectations. Consequently, our organization strives to connect investors with portfolio management services that are tailored specifically to their needs and supported by a world-class client service team.
Established in 2000, Fisher Investments UK extends the services of it’s parent company, Fisher Investments, to UK investors. Founded in 1979 by investment guru Ken Fisher, Fisher Investments is a US-based investment adviser serving both individual and institutional investors. As of June 2018, Fisher Investments and its subsidiaries manage over $100 billion in assets for more than 45,000 private clients worldwide.
Fisher Investments offers a client-first approach, providing a tailored portfolio strategy designed to meet each investor’s individual objectives. Clients receive highly attentive service—working directly with investment counsellors who take time to understand each client’s personal situations and needs. These counsellors stay in regular contact with all clients, keeping them informed about their portfolios and movements in the wider financial markets.
Fisher Investments and Fisher Investments UK also offer clients many types of educational resources, including webinars, seminars, research reports, market commentary and more. Through these materials the Fisher organization aims to help clients better understand the reasoning behind the portfolio strategy, so they can become more comfortable with the Fisher philosophy and approach.
Fisher Investments UK extends some of its educational resources to Citywire and several other financial publications throughout Europe and beyond. To learn more about Fisher Investments UK and the services of Fisher Investments or to access our free investing guides, visit us at https://www.fisherinvestments.com/en-gb.
Fisher Investments UK: providing investment knowledge and insights to investors.
Global markets have recovered considerably since their year-to-date lowpoint in late March, and as we write, they are a little bit above their pre-COVID lockdown highs.i Yet the MSCI World Index’s price-to-earnings ratio—which attempts to measure whether share prices...read more
In Fisher Investments UK’s experience, investors often think what just happened will continue happening. Behavioural finance—a school of thought in investing that studies the relationship between human behaviour, feelings and money—has a term for this: recency bias....read more
So-called passive investing products like exchange-traded funds (ETFs)—which track particular segments of the equity market or the market as a whole—have gained popularity in Europe recently. We have seen much financial commentary describing this as a rise in passive...read more
As COVID restrictions knocked consumer spending globally, we saw many commentators in financial media worrying deflation—broadly falling prices across the economy—could extend and deepen the eurozone’s economic downturn. In our view, though, a prolonged stretch of...read more
Globally, more than 8,700 equities are listed on exchanges.i Finding ways to categorise and assess them is a key first step for any equity investor, in our view. One such way: considering company size. In our research of historical market returns, we have found...read more
COVID-19, the associated lockdowns and the government-directed attempts to ease the negative impact on economies have had a huge effect on many aspects of our lives. One, which may be easy for some to overlook, is on financial planning. This is perhaps most true of...read more
Whenever this bear market (a prolonged, fundamentally driven broad equity market decline of at least -20%) ends—and it may have by the time you read this—we expect few to believe it. Even after data later—potentially much later—start to reflect improving economic...read more
The economic disruptions tied to the world’s well-intended coronavirus response have wreaked havoc on jobs. Millions filed for unemployment benefits in America, Spain and Italy in March and early April.i One million Canadians lost their jobs at around the same time,...read more
The decade-long global bull market ended suddenly and dramatically in February, as the shutdown of businesses in reaction to COVID-19’s spread caused massive economic disruptions across the globe. The declines have been swift and jarring, which likely has many equity...read more
As several countries announce giant packages of tax relief and increased public spending to cushion their economies from the impact of COVID-19 containment efforts, most financial news commentary we have seen presumes these governments will pay for these efforts by...read more
Whenever there is news coverage of events with a financial impact, we see big numbers. The Australian wildfires are estimated to have caused A$4.4 billion in damages so far.i Germany’s budget surplus hit €13.5 billion in 2019.ii Italy has to sell €50 billion worth of...read more
What Causes Inflation? With eurozone inflation below the ECB’s target of just under 2%, explanations—and policy solutions—abound amongst financial publications we review regularly. To help you understand the situation, here is a guide to what inflation is and what...read more
What is the best way to measure your portfolio’s performance? Comparing starting and later portfolio values over a select period of time? Or how your performance squares with someone else’s, like your neighbour’s? Whilst these approaches may seem logical, we think...read more
Much of the academic literature we have reviewed posits demographics determine long-term economic growth. Rising populations mean more demand for just about everything: food, housing, clothing, energy, medical care, services—you name it. It also means a rising...read more
Will a weakening Chinese economy hurt European exporters and drive a new continental recession? Fisher Investments UK has seen this question pondered throughout financial news outlets in recent months, especially as eurozone manufacturing readings…read more
Mario Draghi steps down as ECB President at October’s end, and outgoing IMF head Christine Lagarde is set to take his place. Since EU leaders nominated her over the summer, we have seen many financial pundits try to assess what her appointment will mean for the ECB’s...read more
Increasingly, many developed world countries’ fixed-interest securities’ yields have gone sub-zero. German government debt yields are currently negative out to 17 years.i Japanese? 15 years.ii Whilst negative long-term rates in Germany and Japan aren’t particularly...read more
Over two months after UK and EU leaders delayed Brexit, things are looking a bit grim, in our view. UK politics seem in chaos to us. Factories are reeling, with April factory output its lowest since 2002, causing monthly gross domestic product (GDP, a...read more
Will a weakening Chinese economy hurt European exporters and drive a new continental recession? Fisher Investments UK has seen this question…
Increasingly, many developed world countries’ fixed-interest securities’ yields have gone sub-zero. German government debt yields are currently negative out to 17 years.
The yield curve charts a country’s interest rates across all loan maturities—from short-term rates set by the central bank to long-term government…
Spring has sprung! And with the warmer temperatures, sunnier days and budding flowers we expect another yearly regularity to hit soon: financial media’s warnings you should exit equities before the…
Is a global recession lurking behind 2018’s volatility? Our survey of financial media publications suggests many believe so, seeing slowdowns in some economic data as evidence.
In our survey of media publications, we have seen some commentators argue Q3’s slower eurozone growth presages recession, but we think this conclusion is premature.
Amid the many negative trade headlines we have seen recently in our survey of media publications, it is perhaps easy to overlook positive trade developments.
When the economy booms, the equity market zooms, right? This may seem like a logical presumption, and in our review of financial media, we have occasionally seen commentary claiming fast-growing economies…
Alongside investor sentiment and economic fundamentals, our research suggests politics is one of equity markets’ three broad drivers. Hence, we think understanding what political risk is
A few weeks ago, online retailer Amazon became the second publicly traded firm to have a market capitalisation (or US dollar value of all shares) of $1 trillion.
Economists consider productivity—the economy’s output per each hour worked—a key ingredient in rising living standards. In our regular survey of news media, many—including at the Bank of England…
When deciding where to invest, one of the critical questions we think investors face is whether to own international shares. “Buy what you know” is a mantra we hear often, and many investors know their home country best.
Mario Draghi steps down as ECB President at October’s end, and outgoing IMF head Christine Lagarde is set to take his place. Since EU leaders nominated her over the summer, we have seen many financial pundits…
Over two months after UK and EU leaders delayed Brexit, things are looking a bit grim, in our view. UK politics seem in chaos to us.
In our view, markets move most on the gap between reality and folks’ emotions or expectations about reality—sentiment, broadly. Today, we think quantitative and qualitative measures of sentiment suggest …
Legend has it Albert Einstein called compound growth the eighth wonder of the world—“the most powerful force in the universe.” However, you don’t need to be a genius to understand how compounding works.
With eurozone GDP (gross domestic product, a government-produced estimate of national economic output) growth slowing in Q3, our survey of financial media publications turned up many worries the…
In our regular review of financial media, we often find headlines speculating over what will affect equity prices. Many treat the relationship between news and market movement as clear cut.
In our experience, many investors globally tend to carry huge holdings in companies they are familiar with. Sometimes it is a local company they see on the nightly news.
In our daily review of financial media, we often see articles touting investments that allegedly will fare well when equity markets tumble.
Markets. Financial media often talk of them as if they are people. Sometimes markets fear things. Other times, they cheer. Pundits also claim they can ignore and underestimate risks.
In our regular survey of financial articles, we often see commentary describing equities as risky and fixed interest as “safe”—a trend we find disheartening.
A great body of scholarly research suggests asset allocation—the proportions of equities, fixed interest, cash and other securities in an investment portfolio—is a large determinant of an investor’s long-term returns.
The tensions within PM Theresa May’s cabinet seemingly hit fresh highs in early June, with Brexit Secretary David Davis’s near-resignation and Boris Johnson’s leaked criticism of May’s Brexit leadership.
What is Fisher Investments UK’s investment approach?
We offer the portfolio management services of Fisher Investments (our parent organisation based in the USA) which utilises decades of capital markets research to take a dynamic investment approach based on its forward-looking views of the market. Visit our website to find out more about this investment approach and philosophy.
What are Fisher Investments UK’s fees?
Fisher Investments UK charges a fee for our initial recommendation. Fisher Investments then offers a straightforward, transparent fee structure for portfolio management services based on the value of the assets managed for you.
What are Fisher Investments UK’s contact details?
To learn more about how we can help you to achieve your investment goals visit the Fisher Investments UK website where you will find details on how to contact a local representative.
When deciding where to invest, one of the critical questions we think investors face is whether to own international shares.
“Buy what you know” is a mantra we hear often, and many investors know their home country best. Yet in our view, investing in your home country alone may not be the best approach—even in a country as deep and strong as the UK.
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Past performance neither guarantees nor reliably indicates future performance. The value of investments and the income from them will fluctuate with world equity markets and international currency exchange rates.
Fisher Investments Europe Limited, trading as Fisher Investments UK, is authorised and regulated by the UK Financial Conduct Authority (FCA Number 191609) and is registered in England (Company Number 3850593). Fisher Investments Europe Limited has its registered office at: 2nd Floor, 6-10 Whitfield Street, London, W1T 2RE, United Kingdom.
Investment management services are provided by Fisher Investments UK’s parent company, Fisher Asset Management, LLC, trading as Fisher Investments, which is established in the US and regulated by the US Securities and Exchange Commission. Investing in equity markets involves the risk of loss and there is no guarantee that all or any invested capital will be repaid.