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PODCAST

Fidelity Viewpoints: Market Sense

Fidelity Investments

To help you navigate through current market conditions, Fidelity"s leaders have come together for a series called Fidelity Viewpoints®: Market Sense. Each week, they"ll cover the latest market happenings, actions you might consider, and answers to common questions. © 2025 FMR LLC. All rights reserved.

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All Episodes

00:25:30

04.14.26 - Q2 Economic outlook: will the bull market...

Fidelity Viewpoints: Market Sense ·

2026/04/15

With uncertainty in the Middle East still dominating headlines, the big question on investors' minds is: Has recent turmoil caused lasting damage, or is the economy still on its growth path? On this episode of Market Sense, Fidelity leaders react to headlines of a temporary ceasefire in Iran, a new blockade in the Strait of Hormuz, and how investors should think about navigating the months ahead. We’ll explore potential opportunities across stocks and bonds. Plus, when we could finally see some

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00:27:16

03.31.26 - AI: What you should be paying attention to

Fidelity Viewpoints: Market Sense ·

2026/03/31

What’s next in AI? On this special in-person edition of Market Sense, we sit down with Chris Lin, a Fidelity Portfolio Manager who manages more than $100 billion in large-cap growth strategies with a focus on technology. We’ll dig into what’s evolving in the world of AI—how the story is shifting from rapid expansion to execution, competition, and real-world impact. And we’ll explore the areas Chris is watching for innovation, opportunity, and potential risk as we head into 2026. If you want more

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00:30:07

03.24.26 - Are we headed for a recession?

Fidelity Viewpoints: Market Sense ·

2026/03/25

As the first quarter of 2026 comes to a close, this episode offers a timely status check on the economy and overall market sentiment. We’ll dig into how markets are absorbing major global headlines—from Middle East unrest to volatile oil prices and renewed concerns about supply chains. We’ll also break down the uncertainty surrounding inflation and central bank policy and highlight the key economic signals worth watching as the year unfolds.Bookmark the Fidelity Viewpoints Market Insights webpage

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00:25:44

03.17.26 - Energy: The global implications

Fidelity Viewpoints: Market Sense ·

2026/03/18

This episode of Market Sense dives into the unfolding conflict in Iran and how the tanker shutdown in the Strait of Hormuz is affecting global energy markets. You'll hear from a Fidelity portfolio manager about why a prolonged closure could disrupt everything from oil and gas prices to major supply chains. We also break down what’s driven the energy sector’s strong year‑to‑date performance, and what opportunities and risks might lie ahead in 2026. Plus, we’ll explore how higher fuel costs could

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00:28:23

03.10.26 - Ways to help reduce taxes on stocks & bonds

Fidelity Viewpoints: Market Sense ·

2026/03/10

As tax‑filing season approaches, this episode of Market Sense takes a look at ways investors can manage taxes more effectively throughout the year. We walk through investments that can offer tax-advantaged passive income. We break down how strategies like direct indexing, tax‑loss harvesting, and thoughtful asset location can influence after‑tax outcomes. Plus, we’ll get you caught up on the latest market headlines in about 20 minutes. Click here to learn more about direct indexing and if this

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00:28:15

03.03.26 - Iran conflict: investment strategies for...

Fidelity Viewpoints: Market Sense ·

2026/03/04

The headlines are moving fast, but this Market Sense special report will tackle the escalating conflict in Iran and what this new geopolitical risk could mean for the markets and the global economy. Our Fidelity leaders discuss the impact on oil prices, and how higher energy costs could affect consumers. We’ll also discuss why safe-haven assets like gold are climbing and how uncertainty is driving volatility across stocks and bonds. Bookmark the Fidelity Viewpoints Market Insights webpage for the

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00:25:55

02.24.26 - Supreme Court tariff ruling: what’s next?

Fidelity Viewpoints: Market Sense ·

2026/02/25

In a landmark ruling, The Supreme Court has struck down the sweeping global tariffs. On this episode of Market Sense, Fidelity leaders unpack the implications of this decision, explore possible next steps, and discuss what it could mean for the markets, the economy, and consumers.Bookmark the Fidelity Viewpoints Market Insights webpage for the latest on market headlines and volatility. Read the full transcript View the slides Watch the video replay

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00:28:55

02.10.26 - What’s going on with the prices of gold &...

Fidelity Viewpoints: Market Sense ·

2026/02/11

What’s really going on with gold and silver? Whether you’re just curious, feeling cautious, or feeling a little FOMO, this episode of Market Sense tackles the questions viewers keep asking about precious metals. A veteran portfolio manager joins us to talk about what he thinks is behind the record surge and recent volatility, why it’s happening now, and what it could mean for your investments going forward. Click here to research the latest stock pricing and performance as well as investment ideas

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00:23:14

02.03.26 - Up & coming stock opportunities

Fidelity Viewpoints: Market Sense ·

2026/02/03

What’s the next big stock? On this episode of Market Sense, we’re sitting down with a Fidelity portfolio manager who specializes in spotting opportunities in mid‑cap companies—the potential “sweet spot” of the market. These businesses have often moved beyond the risky startup stage but still have plenty of room to grow, offering a blend of stability and potential upside. We’ll dig into the trends shaping this space, from commercial aerospace and the evolving defense sector to the companies powering

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00:24:42

01.27.26 - Should I invest in bonds in 2026?

Fidelity Viewpoints: Market Sense ·

2026/01/27

On this episode of Market Sense, a veteran Fidelity bond manager explores how bond investors might navigate periods of geopolitical tension and uncertainty, how to use bonds for diversification in the current environment, and what changes at the Fed may mean for the outlook for interest rates. Plus, Fidelity’s Director of Global Macro breaks down what the latest headlines might mean for your portfolio. Want to research rates? Head here to look up CUSIP numbers, bonds yields, and CDs. Read the full

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00:27:28

01.13.26 - One of the smartest investing moves to...

Fidelity Viewpoints: Market Sense ·

2026/01/14

On this episode of Market Sense, Fidelity leaders discuss why diversification is especially important in today’s environment of geopolitical risks and concentrated exposure to tech and AI stocks. They highlight practical steps like rebalancing, adding international exposure, and considering bonds and alternatives to potentially reduce risk. Plus, all your latest market headlines in 20 minutes. We’d love to hear what you think! Take a minute to fill out our short feedback survey to help us make

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00:51:55

01.06.26 - Stock market outlook & investing ideas for...

Fidelity Viewpoints: Market Sense ·

2026/01/06

Discover how shifting risks can unlock new opportunities. Join the Market Sense team and Fidelity leaders for a practical playbook to help inform your investing strategy in the new year. Bookmark the Fidelity Viewpoints 2026 Investing Outlook page for the latest on market headlines, risks, opportunities, and ways to potentially safeguard your retirement. Read the full transcript View the slides Watch the video replay

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00:24:52

12.16.25 - Top performing stocks of 2025

Fidelity Viewpoints: Market Sense ·

2025/12/16

2025 was a standout year for investors, with the S&P 500 hitting record highs and AI growth leading the tech charge. On this episode of Market Sense, our Fidelity pros will issue their 2025 stock report cards. We will run through which sectors were the big winners, areas that underperformed, and whether more diversification may be needed in 2026. Plus, other takeaways for the new year and all your market and economic headlines. Discover how shifting risks can unlock new opportunities. Join

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00:24:23

12.09.25 - Interest rates & the Fed in 2026

Fidelity Viewpoints: Market Sense ·

2025/12/09

Despite little economic data, the Fed has approved another interest rate cut for December. A cooler job market was cited as the main concern, and now questions swirl about whether this rate cutting cycle will continue in 2026. On this episode of Market Sense, we discuss what’s next for the Fed and monetary policy as Chair Powell's term ends in May. Plus, we delve into the end of quantitative tightening and what it could mean for the bond market.Help make the most of your money in 2026 with

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00:28:21

12.02.25 - Gold, Bitcoin & Jurrien’s 2025 market...

Fidelity Viewpoints: Market Sense ·

2025/12/02

From gold to Bitcoin, to tariffs, 2025 has delivered some unique market headlines. On this episode of Market Sense, Fidelity’s Jurrien Timmer reveals what’s behind this year’s trends—and what investors should watch for next. On the go? Market Sense is also available as a podcast. Listen on Spotify, Apple, Amazon, or Pandora. Click here Read the full transcript View the slides Watch the video replay

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00:24:24

11.18.25 - How the new tax law could affect your taxes

Fidelity Viewpoints: Market Sense ·

2025/11/18

Ready to talk about taxes? On this episode of Market Sense, we dive into the new tax law, and how it could impact your 2025 taxes. A Fidelity branch leader and former tax preparer will highlight some of the changes and strategies for itemizing, charitable giving and Roth conversions. Plus, all the latest market headlines in 20 minutes.Want to keep up with the latest tax tips and strategies? Save this page so you can easily come back for fresh insights from our Fidelity Viewpoints team—whenever

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00:25:32

11.04.25 - Are we in an AI bubble?

Fidelity Viewpoints: Market Sense ·

2025/11/05

A seasoned Fidelity fund manager joins the Market Sense team to tackle the question everyone is asking: “Are we in an AI bubble or is this the beginning of a long-term tech transformation?" We’ll also discuss how to spot durable tech investments and explore what can make a company an AI "winner" or "loser."Want to research tech ETFs? Click here to search, filter, and analyze ETFs/ETPS using Fidelity’s free screener tool. Read the full transcript View the slides Watch the video replay

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00:29:13

10.28.25 - Should I invest in bonds when interest...

Fidelity Viewpoints: Market Sense ·

2025/10/29

Short-term bonds can offer income, flexibility, and stability in a diversified portfolio. This episode of Market Sense explores how short-term bonds have performed in the current economic environment, especially with more rate cuts on the table. A Fidelity bond fund manager will also discuss how inflation, tariffs, and Fed policy are shaping bond market dynamics.Want to research rates? Head here to look up CUSIP numbers, bonds yields, and CDs. Read the full transcript View the slides Watch the

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00:26:42

10.21.25 - What can I do with cash now?

Fidelity Viewpoints: Market Sense ·

2025/10/22

As the Federal Reserve shifts toward lower interest rates, investors face a new challenge: how to make their cash work harder in an economic landscape where traditional savings vehicles may soon offer diminishing returns. On this episode of Market Sense, we explore investments that can thrive when rates decline and offer strategies for investors looking for other ways to reinvest their cash. Want to research rates? Head here to look up CUSIP numbers, bonds yields, and CDs. Read the full

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00:27:38

10.14.25 - How a fund manager picks stocks in 2025

Fidelity Viewpoints: Market Sense ·

2025/10/15

On this episode of Market Sense, a veteran portfolio manager outlines his approach to blue chip investing in today’s unpredictable economic environment. We will also explore how artificial intelligence is creating new winners and losers among both established and emerging companies. Join us as we will break it all down with our Fidelity pros.Bookmark this Fidelity Viewpoints page to stay on top of the latest economic news and insights from Fidelity thought leaders. Read the full transcript View

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99 results

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