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Informationen zum Autor Fisher Investments is a respected investment management company which serves the needs of investors demanding superior performance, low fees and exceptional service.?With over $45 billion under management, its clients include Fortune 500 companies, foundations and endowments, as well as thousands of high net worth investors. Unlike many money management firms who typically have little contact with individual investors, Fisher Investments' Private Client Group was specifically created to allow?the investment management company to deliver institutional-level capabilities to high net worth individuals. Brad W. Pyles (San Francisco, California) graduated from UCLA with a BA in Business Economics and a Minor in Mathematics. He regularly presents to audiences at investing seminars across the country and currently works as a Research Analyst at Fisher Investments with a focus on Materials and macroeconomic strategy.?Originally from Honolulu, he now lives in San Francisco with his wife. He has been with Fisher Investments since 2001. Andrew S. Teufel (Woodside, CA) is Co-President and Director of Research at Fisher Investments. He has been with Fisher Investments since 1995 and has been a member of the Investment Policy Committee since 1996. He is responsible for the supervision of the firm's research department. Prior to joining the firm, he worked at Bear, Stearns & Co. Inc. as a Corporate Finance Analyst in its Global Technology Group. Klappentext Through Fisher Investments on Materials, readers will gain a basic understanding of how the materials sector works, the macroeconomic drivers of metals, chemicals, construction material, paper, and packaging. The investment universe will be segmented by industries and individual securities within each industry.The book will begin with a discussion of Fisher Investment's investing philosophy as it applies to the Materials sector. Then, readers will be lead through a discussion of the basics within the sector, what drives the industries, and then specific analysis of various individual securities. Finally, the book will look at the industry fundamentals and discuss what investors should do to protect themselves in a down market. Zusammenfassung Through Fisher Investments on Materials, readers will gain a basic understanding of how the materials sector works, the macroeconomic drivers of metals, chemicals, construction material, paper, and packaging. The investment universe will be segmented by industries and individual securities within each industry.The book will begin with a discussion of Fisher Investment's investing philosophy as it applies to the Materials sector. Then, readers will be lead through a discussion of the basics within the sector, what drives the industries, and then specific analysis of various individual securities. Finally, the book will look at the industry fundamentals and discuss what investors should do to protect themselves in a down market. Inhaltsverzeichnis Foreword ix Preface xi Acknowledgments xv Part I Getting Started in Materials 1 Chapter 1 Materials Basics 3 Materials 101 4 Commodity Pricing Basics 9 The Production Process 13 Chapter 2 A Brief History of Materials 29 The Industrial Revolution 29 Structural Shifts in Metals Since the Industrial Revolution 33 Industrialization of the Emerging Markets 37 Chapter 3 Materials Sector Drivers 41 Key Drivers 42 Drivers at Work 46 Case Study: Copper 51 Part II Next Steps: Materials Details 63 Chapter 4 Materials Sector Breakdown 65 Global Industry Classification Standard (GICS) 66 Global Materials Benchmarks 67 Metals & Mining Industry 74 Chemicals 88 Construction Materials 96 Paper & Forest Products 96 Containers & Packaging 98 ...
