Fisher Investments’ founder, Executive Chairman and Co-Chief Investment Officer Ken Fisher explains how you might position your portfolio for a new Bull Market bounce. Ken notes that historically, categories that drop the most during a bear market tend to bounce the most in the early stages of the subsequent bull market.
In his view, Ken believes stocks bottomed in October 2022 and thinks we are likely in the early stages of a new bull market. He expects sectors that were hurt the most last year, such as Information Technology and other growth oriented sectors, are more likely to perform well in the first part of this new bull market. Similarly, Ken says sectors and categories that did well during the recent bear market—such as Energy—tend to underperform during the initial bull market bounce. This might sound counterintuitive as people instinctively think that the stocks that have recently performed better will continue to do so. Whether a new bull market is already underway or not, Ken thinks investors should expect the market to bounce in the near future. Investing in categories that suffered the most during the downturn is one way to benefit during a market recovery.
For more of Ken Fisher and Fisher Investments’ thoughts on the markets, visit us at
Connect with Fisher Investments on:
– Facebook:
– Twitter:
– LinkedIn:
You can also follow Ken Fisher here:
– Facebook:
– Twitter:
– LinkedIn:
– Instagram:
Investing in securities involves a risk of loss. Past performance is never a guarantee of future returns. Investing in foreign stock markets involves additional risks, such as the risk of currency fluctuations. The foregoing constitutes the general views of Fisher Investments and should not be regarded as personalized investment advice. Nothing herein is intended to be a recommendation. The opinions expressed are subject to change without notice.
