Fidelity Viewpoints: Market Sense

143 Episodes

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01.07.25 - Market Sense 2025 Outlook: Economy, Trump Administration & More

2025-01-0745:26

A new year brings a new president, potentially new policies, and a new opportunity to revisit your investing strategy. Join our roundtable of Fidelity professionals as we prep our portfolios for 2025. We’ll take an in-depth look at the risks and opportunities that come with changing interest rates, and the market segments that could shine in the new year. Plus, we’ll answer all your top questions about market momentum, the growing national debt, and geopolitics. Read the full transcript View the slides Watch the video replay

12.17.24 - 3 Kinds of Stocks to Consider Buying in 2025

2024-12-1826:16

Fidelity’s Director of Quantitative Market Strategy suggests 3 sectors that are among her top picks for 2025, as well as where she sees risks. We also reveal the best and worst performing sectors of 2024 and talk about whether “bounce back opportunity” strategies work (spoiler alert: they don’t—we’ll explain why!) Plus, the ongoing debate of stocks vs. bonds: Which seem to be better positioned for 2025? Read the full transcript View the slides Watch the video replay

12.10.24 - Investing in ETFs in 2025 and beyond

2024-12-1125:31

ETFs provide a lot of advantages, but how do they best fit into your portfolio? On this episode of Market Sense, a Fidelity investing coach shares strategies for building an ETF portfolio that's based on your risk tolerance and financial goals. Read the full transcript View the slides Watch the video replay

12.03.24 - 5 Ways to Help Reduce Your Taxes Now

2024-12-0525:32

Our Director of Global Macro unpacks the latest market headlines as we await the Fed’s December meeting. And, as the end of the year approaches, time is running out to make some tax savvy moves that could help lower your tax bill for 2024. A Fidelity branch leader walks us through 5 tax ideas his team shares with their clients, that must be considered before the end of 2024 in order to take advantage of them. Plus, he shares additional tax strategies that could set you up for success beyond April. Read the full transcript View the slides Watch the video replay © 2024 FMR LLC. All rights reserved

11.19.24 - Post-Election Investing Playbook

2024-11-2125:30

On this episode of Market Sense, Fidelity’s Director of Global Macro and the Managing Director of Fidelity’s Asset Allocation Research Team talk about key policy themes to watch with the incoming administration, how they might affect the economy and markets, and what it all might mean for investors. Read the full transcript View the slides Watch the video replay © 2024 FMR LLC. All rights reserved

11.12.24 - What Could The President-Elect’s Policy Mean for Stocks & Your Money?

2024-11-1527:18

Join us for our first post-election conversation. On this episode of Market Sense, Fidelity's government relations and public policy experts look ahead to the first 100 days of the new administration and examine the potential policies that could impact your finances over the next 4 years. They'll discuss market momentum, the Fed’s continued inflation fight, tax policy, tariffs, the national debt, geopolitics and what it all could mean for your investment strategy Read the full transcript View the slides Watch the video replay © 2024 FMR LLC. All rights reserved

10.29.24 - Reducing Capital Gains and Investment Taxes

2024-11-0123:01

Taxes can significantly reduce returns: it's not just what you earn but what you actually get to keep! Our Fidelity professionals discuss several tax-smart techniques and strategies. They also explain why mutual fund investors could get hit with high tax bills this year, even if they didn’t sell any funds, and offer strategies to help address those mutual fund bills. Read the full transcript View the slides Watch the video replay © 2024 FMR LLC. All rights reserved

10.22.24 - Top 5 Investing Mistakes To Avoid Now

2024-10-2422:51

On this episode of Market Sense, we’re pinpointing 5 of the biggest mistakes investors may be making right now, against the backdrop of mixed economic signals and the looming election. Our thought leaders explain the risks of those traps and offer alternative strategies. Read the full transcript View the slides Watch the video replay © 2024 FMR LLC. All rights reserved

10.15.24 - Mortgage Rate Forecast for Buyers, Sellers, Investors

2024-10-1825:08

On this episode of Market Sense, Fidelity's VP of Lending talks where mortgage rates may be headed, given the broad anticipation that the Fed will keep cutting rates. Our Director of Global Macro breaks down whether falling interest rates could thaw a frozen housing market. And both discuss opportunities for everyone from homebuyers to homeowners to investors. Read the full transcript View the slides Watch the video replay © 2024 FMR LLC. All rights reserved

10.08.24 - How Could the Election Affect the Stock Market? Your Election Q&A's

2024-10-0926:49

On this episode of Market Sense, our Fidelity pros are answering viewers' questions about the 2024 election and how proposed policies could affect your finances. Plus, Fidelity’s V.P. of Government Relations will recap what she’s seeing and hearing on Capitol Hill as we countdown to election day. Read the full transcript View the slides Watch the video replay © 2024 FMR LLC. All rights reserved

10.01.24 - Q4 2024 Market Outlook

2024-10-0224:25

Our Fidelity professionals deliver their quarterly market checkup, discussing the big takeaways from Q3 and sharing their thoughts about the strength of the markets and economy heading into Q4. Plus, they weigh in on the potential impact of the Fed’s rate-cutting cycle, the upcoming election, the latest on tech stocks, and breaking market news. Read the View the Watch the video replay © 2024 FMR LLC. All rights reserved

09.24.24 - What Will the Impact of the Fed's Interest-Rate Cut Be?

2024-09-2624:44

The guessing game is over. The Federal Reserve has cut interest rates by 50 basis points, more than 2 years after it started hiking rates to tame inflation. On this episode of Market Sense, we take a closer look at what the rate cut could mRead the View the slides Watch the video replay © 2024 FMR LLC. All rights reserved© 2024 FMR LLC. All rights reserved

09.17.24 - Investing Cash When Rates Go Down

2024-09-1923:31

On this episode of Market Sense, the Market Sense team is watching the Fed’s September meeting closely, with a rate cut expected at the conclusion. They’ll give their thoughts on how much of a cut to expect and what it might mean for you. Also, the 5% interest rates we’ve become accustomed to from cash-alternative vehicles, like Treasurys and Money Markets, is going away. The team discusses considerations if you’re over-allocated to cash alternatives, especially if you’re looking to fund shorter-term goals or generate income. Read the Watch the video replay © 2024 FMR LLC. All rights reserved

09.10.24 - Investing Ideas for Lower Interest Rates

2024-09-1126:02

The lower rates consumers and many investors have been waiting for are likely nearby. On this episode of Market Sense, which is just ahead of the Fed's September meeting, panelists discuss the asset classes that have historically performed well when rates fall. They also talk about how rate cuts could impact earnings growth and what history tells us about the risk of a recession. Read the View the slides Watch the video replay © 2024 FMR LLC. All rights reserved

08.27.24 - What the Current Job Market May Mean for the Stock Market, the Fed, and You

2024-08-2923:53

The red-hot labor market that followed the pandemic has cooled, but is it reason to worry? On this episode of Market Sense, we take a closer look at where the job market stands and what you can do if you're worried about the risk of layoffs. We'll also examine why unemployment numbers can have a big impact on the stock market and Fed’s plans. Read the View the slides Watch the video replay © 2024 FMR LLC. All rights reserved

08.20.24 - Paying for Health Care in Early Retirement and Retirement

2024-08-2222:29

Health care has become a major expense in retirement. On this episode of Market Sense, we’ll walk you through what Medicare covers, estimate how much you may need to put aside for future healthcare costs according to Fidelity’s annual estimate, and how you can develop a plan that fits your needs . Read the View the slides Watch the video replay © 2024 FMR LLC. All rights reserved

Paying for Health Care in Early Retirement and Retirement - 08.20.24

2024-08-2019:42

Health care has become a major expense in retirement. On this episode of Market Sense, we’ll walk you through what Medicare covers, estimate how much you may need to put aside for future healthcare costs according to Fidelity’s annual estimate, and how you can develop a plan that fits your needs. Download transcript (PDF) | Download slides (PDF)

08.13.24 - AI Investing Opportunities Outside of Tech

2024-08-1524:02

Artificial intelligence (AI) has the potential to reshape our lives, and has helped drive a substantial portion of the market's gains this year. On this episode of Market Sense, we are talking about AI investing opportunities and risks--with a focus on sectors and industries beyond tech that could benefit from AI, and could lead to future investing opportunities. Read the View the slides Watch the video replay © 2024 FMR LLC. All rights reserved

08.06.24 - Special Report: Market Volatility

2024-08-0828:39

Our team of Fidelity professionals weigh in on the stock sell off tied to AI and recent news of the US economy growing faster than expected. Plus, relatively high yields on investment-grade bonds have created a favorable environment for investors. Our pros discuss the role they could play in a diversified portfolio. Read the View the slides Watch the video replay © 2024 FMR LLC. All rights reserved

07.30.24 - A Goldilocks Moment for Bond Investing Opportunities

2024-07-3024:05

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