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Global Investment Institute
Australia’s leading provider of conferences for capital allocators.
31 episodes
2 days ago
Global Investment Institute is Australia’s leading provider of conferences for capital allocators. We connect institutional investors, family office and private wealth investment leaders with peers and global investment experts to share knowledge and thought leadership in a private, collegiate and discussion-focussed setting, conducted under Chatham House Rule. Watch our exclusive interviews with the world’s leading investment experts and subscribe for the latest updates. YouTube: ⁠@gii_au Website: ⁠globalii.com.au⁠ LinkedIn: ⁠www.linkedin.com/company/global-investment-institute
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All content for Global Investment Institute is the property of Australia’s leading provider of conferences for capital allocators. and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Global Investment Institute is Australia’s leading provider of conferences for capital allocators. We connect institutional investors, family office and private wealth investment leaders with peers and global investment experts to share knowledge and thought leadership in a private, collegiate and discussion-focussed setting, conducted under Chatham House Rule. Watch our exclusive interviews with the world’s leading investment experts and subscribe for the latest updates. YouTube: ⁠@gii_au Website: ⁠globalii.com.au⁠ LinkedIn: ⁠www.linkedin.com/company/global-investment-institute
Show more...
Investing
Business
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Fisher Investments' Michael Hanson on top-down equity investing
Global Investment Institute
12 minutes 9 seconds
5 days ago
Fisher Investments' Michael Hanson on top-down equity investing

Michael Hanson, Senior Vice President of Research, Fisher Investments | Michael explains the benefits of a “top-down” approach to global equities investing and what’s been key to Fisher Investments’ 30 years of success navigating equity markets. He shares his views on US exceptionalism and how sentiment drives equity markets.

Listen to the full interview which covers:     

- Explain Fisher Investments’ top-down approach to global equity markets and how it came about?

- Why take a “top-down” approach to equities investing?

- What’s been the key to success for Fisher Investments in implementing a top-down approach to equities investing for over 30 years?

- How does sentiment drive equity markets and how does it impact performance outcomes?

- How do you view US exceptionalism?


Disclaimer

The views and opinions expressed in this recording are those of the individual contributors and their respective organisations at the time of recording. They do not necessarily reflect those of Global Investment Institute (GII). These views are not intended to be, and should not be construed as, investment advice or research. They are subject to change without notice, and no representation is made as to their ongoing accuracy or reliability. Forecasts, forward looking statements, or opinions are inherently uncertain and based on assumptions, risks, and external factors which may change over time. The individuals interviewed have no obligation to update any statements made.

International investments carry additional risks, including potential loss of capital, currency fluctuations, differences in accounting standards, and economic or political instability.

All information contained in this recording is general in nature and does not take into account the financial objectives, situation, or needs of any individual or organisation. It should not be used as the sole basis for making investment decisions. GII strongly recommends seeking independent, fee-for-service financial advice before acting on any information contained herein.

Contributors, guest speakers or interviewees may hold personal or professional financial interests in the investments discussed. The editorial team has assessed that these interests have not influenced the content of this recording.

All content featured in this recording is protected by copyright. No part may be reproduced, distributed, or transmitted in any form without prior written permission from the Global Investment Institute.

Global Investment Institute
Global Investment Institute is Australia’s leading provider of conferences for capital allocators. We connect institutional investors, family office and private wealth investment leaders with peers and global investment experts to share knowledge and thought leadership in a private, collegiate and discussion-focussed setting, conducted under Chatham House Rule. Watch our exclusive interviews with the world’s leading investment experts and subscribe for the latest updates. YouTube: ⁠@gii_au Website: ⁠globalii.com.au⁠ LinkedIn: ⁠www.linkedin.com/company/global-investment-institute