Navigating the macro trends shaping today’s landscape

Explore Fisher Investments Europe’s latest outlook and insights into key macroeconomic trends and drivers shaping today’s investment landscape at one of the upcoming seminars. You’ll hear directly from the firm’s research team on:

• Energy Markets
• U.S. Midterm Elections
• Forecast: 2026 & Beyond
• Hyperscalers & Data Centers

Upcoming seminars

Join Fisher Investments Europe at one of the following events:

• 22 September – Reykjavík, Iceland
• 23 September – Dublin, Ireland
• 24 September – London, England

Learn more and register

Featured research

Why Inflation Should Remain Tame

Inflation remains a key concern for allocators and policy makers worldwide. However, there is plenty of evidence to suggest that inflationary forces should remain tame going forward.

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Why We Expect Health Care to Outperform

Health care is, traditionally, a defensive sector. There are, however, several underappreciated tailwinds that make certain healthcare companies attractive even in a fast-rising market environment.

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Market Perspectives Review & Outlook Q2

In Q2, global stocks notched their best quarter since the COVID rebound, with the MSCI ACWI Index gaining 15.1%, erasing Q1’s slide. This brought year-to-date returns to 11.5%. 1 Six months in, 2026 looks like a somewhat better-than-average but not atypical positive U.S. midterm election year, with the sweet spot still to come as stocks begin pricing in midterms’ gridlock. However, Fisher Investments sees signs of euphoria such as sentiment toward artificial intelligence and technology, suggesting this bull market is in its later stages. There is a long way to go to late euphoria, and skepticism elsewhere balances this somewhat. As a result, Fisher Investments thinks this bull market has plenty of room to run.

Source: FactSet, as of 07/01/2026. MSCI ACWI Index return with net dividends, 03/31/2026 – 06/30/2026 and 12/31/2025 – 06/30/2026.

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