Ken Fisher

Fears that “strong currencies” will hammer corporate profits on exports or cause “deflationary” effects are likely to be unfounded, the author argues.
COMMENTARY

The benign truth hidden behind currency fears

Currencies of developed nations tend to even out in the long term; so their short-term volatility can be overlooked

Amid issues ranging from US President Donald Trump's tariffs to a potential AI bubble, investors have nothing to worry about, the writer argues.
COMMENTARY

5 key issues confronting investors now

Tariff fears, reshoring and AI bubble among worries for those on both sides of the Pacific

Performing well with gold requires epic market timing, the writer argues.
COMMENTARY

Don’t be fooled by gold’s recent gleam

Now is roughly the time to sell this alleged ‘safe haven’

Big cash holdings feel good, but they hurt overall returns, the writer argues.
COMMENTARY

The insidious risk in holding on to cash

Many investors say they do so ‘in case’ stocks tumble, but focusing on portfolio parts versus the whole is a dangerous mental...

The New York Stock Exchange (NYSE) in New York, US, on Wednesday, May 7, 2025. Federal Reserve officials are widely expected to leave interest rates unchanged Wednesday as they await clarity on the Trump administration's trade policies, a move likely to frustrate the president and anyone else seeking answers about the US central bank's next move. Photographer: Michael Nagle/Bloomberg
COMMENTARY

Hit the gas – stocks’ dashboard is working again

HAVE you ever noticed your ability to tune out background noise? So much, you don’t even hear when it stops? Investors do...

Stocks are seeing through the smoke and mirrors, the writer argues.
COMMENTARY

How the US market fell from 4th to 41st for returns – and what it means for stocks in 2025

Trump’s vacillations over trade tariffs and the lead taken by non-US stocks could provide opportunities for investors

What might US President Donald Trump do next? No one knows – maybe not even Trump himself, the writer says.
COMMENTARY

Lessons from Trump’s tariff tumult

In the absence of unpriced knowledge, investors have no basis for trading on tariffs

Virtually every global financial hub vies to be crypto’s capital. But the writer asks: can you stomach the volatility?
COMMENTARY

Should you go crazy for crypto?

A massive surge ahead is envisioned but before jumping in, take a look at the pluses and minuses of owning it

Even in a Europe-led year, investors should diversify their portfolios with stocks from outside Europe, the writer says.
COMMENTARY

How to unlock Europe’s super strong stock market year

Always use a benchmark, analyse its components – sector weightings, country weightings, style tilts – and how they intersect

city, travel, tourism, europe, st petersburg, lights, night, city, city, city, city, city, travel, travel, europe, europe, europe
COMMENTARY

Why Europe will power a big and beautiful 2025 for stocks

European sentiment is much uglier than reality warrants