Fidelity Viewpoints: Market Sense

It made its name by looking beyond the crowd, and today Fidelity Contrafund® has grown into one of the world's largest actively managed large-cap growth mutual funds. On this episode of Market Sense, Contrafund co-manager Asher Anolic shares key investment themes shaping today's market and discusses how he helps manage this $170 billion portfolio. Hear how his team searches for innovative companies, evaluates emerging trends, and uncovers opportunities that others may overlook. Plus, get caught up on the latest market headlines, all in just 20 minutes. If you would like to research or learn more about the fund managed by this week’s Market Sense guest, click here. Read the full transcript Watch the video replay

Why have ETFs become one of the most popular investment vehicles among investors today? On this episode of Market Sense, a Fidelity ETF strategist explores how investors are using ETFs to pursue a wide range of financial goals and the key advantages they can offer, including diversification, flexibility, and tax efficiency. We'll also take a closer look at the latest ETF trends and the market forces behind them. New Investor? Seasoned pro? Either way, Fidelity's research tools can help make it easier to find the right ETFs/ETPs for your portfolio. Get Started. Read the full transcript View the slides Watch the video replay

What signals are the bond markets sending? Some investors have been on edge as long-term bond yields around the world climb to levels not seen in decades. At the same time, the markets are awaiting the Federal Reserve's September interest rate decision, which is adding another layer of uncertainty. On this episode of Market Sense, Fidelity portfolio manager Julian Potenza, co-manager of the Fidelity Total Bond Fund, shares his unique perspective on the current environment that may surprise you, and discusses where investors may find opportunities in the months ahead. Want to research rates? Head here to look up CUSIP numbers, bonds yields, and CDs. Read the full transcript View the slides Watch the video replay

Everyone knows the AI story, but fewer people are talking about what's standing in its way. On this episode of Market Sense, we explore the less talked about side of the AI boom: the bottlenecks that are shaping the next phase of growth. A Fidelity portfolio manager discusses where demand is outpacing supply across the AI ecosystem, why those pressure points matter, and how they can create potential investment opportunities. We'll also examine how quickly these bottlenecks can shift and what that could mean as the AI buildout continues. If you would like to research or learn more about the fund managed by this week’s Market Sense guest, click here. Read the full transcript View the slides Watch the video replay

A surprisingly strong Q2 earnings season is helping to drive the market to new highs, with leadership once again expanding beyond the biggest tech names. On this episode of Market Sense, our Fidelity leaders will explore how the AI story is evolving and why a broader group of sectors like financials, health care, and industrials are benefitting from the new technology. They'll also examine how uncertainty surrounding interest rates, inflation and energy prices could impact the markets in the months ahead. Your questions answered. Our Fidelity leaders tackle the most common questions from viewers about investing themes, the economy, and the markets. Read the full transcript View the slides Watch the video replay