Parsing Media’s Market Metaphors

Parsing Media’s Market Metaphors

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. Sometimes they are supposedly complacent. Other times, we read they are simply...
An Investing Lesson From Amazon’s Recent Milestone

An Investing Lesson From Amazon’s Recent Milestone

Fisher Investments UK doesn’t make buy/sell/hold recommendations on individual securities. The discussion of individual securities herein is meant to illustrate a broader point about investing generally. A few weeks ago, online retailer Amazon became the second...
Why Reinvestment Risk Matters for Fixed Interest Investors

Why Reinvestment Risk Matters for Fixed Interest Investors

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. Whilst debt issued by stable countries like the UK, US, Germany, France, Holland, Japan and others might have...
Productivity Doesn’t Drive the Economy or Markets

Productivity Doesn’t Drive the Economy or Markets

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 Englandi —view productivity’s slow growth as a national scourge, limiting the...
Asset Allocation for the Long Run

Asset Allocation for the Long Run

By Fisher Investments UK 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. But how do you choose an...
Rule, Britannia?

Rule, Britannia?

By Fisher Investments UK 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,...