Dirk Hofschire, CFA, and Lars Schuster discuss rising long-term yields, shifting investor dynamics, and the Fed’s policy outlook amid growing fiscal pressures. Recorded September 3, 2025.
Dirk Hofschire, CFA, and Lars Schuster discuss rising long-term yields, shifting investor dynamics, and the Fed’s policy outlook amid growing fiscal pressures. Recorded September 3, 2025.
Denise Chisholm is joined by Fidelity portfolio manager, Rob Croce, to discuss the equity market outlook, the reconciliation bill, and the role of alternative investments—including Fidelity’s new managed futures fund. Recorded on July 21, 2025.
Dirk Hofschire, CFA, and Lars Schuster unpack the latest market trends, economic expansion signals, job market strength, Fed policy, interest rates, and the impact of global tariffs. Recorded August 6, 2025.
Denise Chisholm shares key tech insights with Adam Benjamin, Fidelity portfolio manager and industry expert, as they discuss AI, overlooked opportunities, and what’s ahead for the sector in this dynamic discussion. Recorded June 26, 2025.
Dirk Hofschire, CFA, and Lars Schuster unpack key market drivers—from U.S. equity rebounds to global gains and a weaker dollar. They also look ahead: What risks and opportunities lie in the second half of 2025? Recorded June 4, 2025.
In this episode, Denise Chisholm analyzes why lower energy prices are fueling stronger earnings growth in the tech sector, and is joined by portfolio manager, Alex Zavratsky, to discuss international fund strategies. The episode was recorded on May 22, 2025.
Dirk Hofschire, CFA, and Lars Schuster discuss ongoing market volatility, including U.S. tariff policies, a big market correction, nearly plunging to bear market territory, and much more in this episode recorded on May 5, 2025.
Denise Chisholm and Mark Dibble, Senior Technical Strategist at Fidelity, discuss historical implications of bear markets and highlight the Fidelity chart room, a market history repository. This episode was recorded on April 22, 2025.
In this episode, Denise Chisholm is joined by Bobby Barnes, Head of Fidelity's Quant Index Solutions, to discuss the latest market volatility and investing insights on dividend yield strategies. This episode was recorded on March 31, 2025.
In this episode, Denise Chisholm is joined by Matt Reed, financial analyst and fund manager at Fidelity, to discuss the current equity market backdrop and some highlights of the financial sector. This episode was recorded on February 28, 2025.
Dirk Hofschire, CFA, and Lars Schuster, discuss the flurry of news effecting markets so far in 2025, what factors are contributing to market volatility, and how this potentially impacts investors. This episode was recorded on March 4, 2025.
Dirk Hofschire, CFA, and Lars Schuster discuss market trends they’re seeing so far in 2025, recent U.S. tariffs, state of the labor market, and overall health of the U.S. economy. This episode was recorded on February 5, 2025.
In this episode, Denise Chisholm is joined by Rahul Bhargava, systematic credit analyst and portfolio manager at Fidelity. This episode was recorded on January 29, 2025.
Denise Chisholm looks at the current equity market backdrop and is joined by Jennifer Fo, manager of Fidelity's Advisor Small Cap Fund, as the two discuss their insights on small caps on this episode recorded November 21, 2024.
As 2024 comes to an end, Dirk Hofschire, CFA, and Lars Schuster discuss ongoing market conditions, while also recapping the past year and its broadly positive results from an asset management performance. They also discuss their outlooks for 2025 and what investors should look out for in the upcoming year. This episode was recorded on December 4, 2024.
Dirk Hofschire, CFA, and Lars Schuster discuss and analyze the outcome of the 2024 U.S. election, the effects on the market, how this time compares to the 2016 election results, and other topics top of mind for investors. This episode was recorded on November 12, 2024.
In this episode, Denise Chisholm talks about uncertainty in the markets -- and factors such as elections, tax sunsets, inflation, interest rates, geopolitics that may be contributing to it. Danielle Lawson, Institutional Portfolio Manager at Fidelity, joins Denise for an insightful conversation on custom SMAs.
Denise Chisholm and Nidhi Gupta, portfolio manager of our flagship Fidelity® Fund, discuss ongoing market conditions, including the recent Fed rate cuts, what differentiators Nidhi looks at in a company as a portfolio manager, and secular growth areas (outside of just tech) in this recent episode recorded on September 23, 2024.
Dirk Hofschire, CFA, and Lars Schuster discuss ongoing market conditions, including a decline in interest rates in bond yields, update on the labor markets, and the anticipated rate cuts from the Federal Reserve, in this recent episode recorded on September 5, 2024.