Why Fisher Investments UK Thinks Trade Deficits Are Deficient Data

Why Fisher Investments UK Thinks Trade Deficits Are Deficient Data

In calendar year 2020, the European Union (EU) reported its trade surplus (the balance of exports minus imports) surged from €191.5 billion in 2019 to €217.5 billion, a 13.6% increase.i From 2018, last year’s surplus was up 23.0%.ii According to many financial...
Fisher Investments UK Explains How Equities Handle Inflation

Fisher Investments UK Explains How Equities Handle Inflation

Central banks’ massive monetary response to coronavirus-led government lockdowns has many commentators we follow worried inflation—economy-wide price acceleration—will spike. A common refrain Fisher Investments UK analysts hear from them: Rising inflation isn’t good...
What the Brexit Deal Means for Equities

What the Brexit Deal Means for Equities

On 24 December 2020, UK Prime Minister Boris Johnson and European Commission President Ursula von der Leyen agreed on a post-Brexit trade deal, ending a saga that triggered widespread concern from investors for over four years. Whilst the Brexit deal helps investor...
US Political Gridlock Can Be Good for Stocks—Even Non-US Stocks

US Political Gridlock Can Be Good for Stocks—Even Non-US Stocks

Emotions and tensions are running high in the wake of America’s recent elections. Yet, stocks have pushed forward, reacting in their typical cold, emotionless, forward-looking fashion. Why? Because stock markets focus not on any particular political race’s outcome,...
Fisher Investments UK’s Year-End Financial Checklist

Fisher Investments UK’s Year-End Financial Checklist

If ever there were something to cheer about, we suspect 2020’s end tops the list for many people. In addition to being cause to celebrate, we think it is also a good time to conduct an investment portfolio checkup—something investors benefit from doing periodically....
Fisher Investments UK on Today’s Allegedly Expensive Equities

Fisher Investments UK on Today’s Allegedly Expensive Equities

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...