Fidelity Viewpoints: Market Sense

Hosted by Fidelity Investments

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Latest episode

Jun 2026

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EN-US

About the show

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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6 recent

June 11, 202647 min

06.09.26 - 2026 Midyear Outlook: Can the bull market continue?

Change can happen in an instant and 2026 has already reminded us how quickly the financial landscape can shift and create volatility. Yet through it all, the bull market has remained remarkably resilient. So, the question remains: can the momentum continue? Join the Market Sense team for a timely midyear conversation with Fidelity leaders about what’s driving the current environment, and how the economic backdrop may shape the rest of the year. Bookmark the Fidelity Viewpoints 2026 Midyear Investing Outlook <a href=https://www.fidelity.com/learning-center/trading-investing/investing-outlook?ccsource=marketsenseCTA>page</a> for the latest on market headlines, risks, opportunities, and ways to potentially safeguard your retirement. View the <a href=https://www.fidelity.com/bin-public/600_Fidelity_Com_English/documents/learning-center/060926_Market-Sense_download.pdf>slides</a> Watch the <a href=https://www.fidelity.com/learning-center/live-pi?ccsource=060926podcast>video replay</a>

June 2, 202626 min

06.02.26 - Are you overlooking these health care stocks?

Are health care stocks poised for a comeback? In this episode of Market Sense, a veteran Fidelity portfolio manager breaks down the sector’s strong fundamentals and explains why he believes this sector has long been overlooked and undervalued. From the growing impact of AI to breakthroughs in biotech and diagnostic technology, we explore the key trends reshaping the industry and why investors should be paying attention. Plus, all the latest market news, all in just 20 minutes. If you want more insights from our Fidelity portfolio managers regarding potential investing opportunities and risks, bookmark <a href=https://www.fidelity.com/viewpoints/investing-ideas/portfolio-manager-insights?ccsource=marketsenseCTA>this page</a> for the latest articles and videos. Read the <a href=https://media.fidelity.com/assets/Fidelity.com_VMS/369/655/060226_PODCAST_MarketSense.pdf>full transcript</a> View the <a href=https://www.fidelity.com/bin-public/600_Fidelity_Com_English/documents/learning-center/060226_Market-Sense_download.pdf>slides</a> Watch the <a href=https://www.fidelity.com/learning-center/live-pi?ccsource=060226podcast>video replay</a>

May 21, 202628 min

05.19.26 - Is it a good time to buy bonds?

Is it a good time to buy bonds? On this episode of Market Sense, Fidelity portfolio manager Julian Potenza. who co-manages the Fidelity Total Bond Fund weighs in on the latest bond market trends amid a backdrop of geopolitical tensions and higher oil prices. He will also discuss what central bank policy could look like under new leadership at the Federal Reserve and what this all could mean for bond investors. Want to research rates? Head <a href=https://fixedincome.fidelity.com/ftgw/fi/FILanding?ccsource=marketsenseCTA>here</a> to look up CUSIP numbers, bonds yields, and CDs. Read the <a href=https://media.fidelity.com/assets/Fidelity.com_VMS/148/535/051926_PODCAST_MarketSense.pdf>full transcript</a> View the <a href=https://www.fidelity.com/bin-public/600_Fidelity_Com_English/documents/learning-center/051926_Market-Sense-download.pdf>slides</a> Watch the <a href=https://www.fidelity.com/learning-center/live-pi?ccsource=051926podcast>video replay</a>

May 12, 202624 min

05.12.26 - Have you missed these income investing ideas?

When markets move fast, nimble investors often see opportunity, not just noise. On this episode of Market Sense, Fidelity portfolio manager Adam Kramer reveals where recent volatility has created unusual potential opportunity among income-paying investments. Whether you’re focused on generating income or managing risk, Adam explains how to spot unique mispricings when there's market dislocation. Plus, we dig into the headlines around the leadership transition at the Federal Reserve and what it could mean for markets going forward. Interested in researching mutual funds? <a href=https://fundresearch.fidelity.com/fund-screener/results/table/overview/averageAnnualReturnsYear3/desc/1?assetClass=&category=&order=assetClass%2Ccategory?ccsource=marketsenseCTA>Choose your criteria</a> and get fund picks from Fidelity and independent experts. Read the <a href=https://media.fidelity.com/assets/Fidelity.com_VMS/78/790/051226_PODCAST_MarketSense.pdf>full transcript</a> View the <a href=https://www.fidelity.com/bin-public/600_Fidelity_Com_English/documents/learning-center/051226_Market-Sense-download.pdf>slides</a> Watch the <a href=https://www.fidelity.com/learning-center/live-pi?ccsource=051226podcast>video replay</a>

May 5, 202627 min

05.05.26 - Should you buy or refinance now?

Is the housing market finally ready to rebound? On this episode of Market Sense, Fidelity leaders break down what’s driving mortgage rates, pricing and inventory across the country. Plus, we’ll dig into some viewer questions about adjustable-rate mortgage loans and rental properties all in 20 minutes. Buying or selling a home? From negotiation to closing, learn about all the steps along the way. Click <a href=https://www.fidelity.com/learning-center/life-events/selling-and-buying-house?ccsource=marketsenseCTA>here</a> to get started. Read the <a href=https://media.fidelity.com/assets/Fidelity.com_VMS/294/683/050526_PODCAST_MarketSense.pdf>full transcript</a> View the <a href=https://www.fidelity.com/bin-public/600_Fidelity_Com_English/documents/learning-center/050526_Market-Sense_download.pdf>slides</a> Watch the <a href=https://www.fidelity.com/learning-center/live-pi?ccsource=050526podcast>video replay</a>

April 28, 202628 min

04.28.26 - Top 3 kinds of stocks to watch

On this episode of Market Sense, Fidelity leaders unpack what’s moving the markets as the conflict in Iran continues, and oil prices continue to fluctuate with each new headline. We’ll also look at how recent volatility has reshaped the landscape and where some new investment opportunities may be emerging. Plus, we are keeping an eye on Washington, as investors await updates from the Federal Reserve’s April meeting on the future direction of interest rates. Click <a href=https://digital.fidelity.com/prgw/digital/research/sector?ccsource=marketsenseCTA>here</a> to research current and historical sector performance. Read the <a href=https://media.fidelity.com/assets/Fidelity.com_VMS/507/647/042826_PODCAST_MarketSense.pdf>full transcript</a> View the <a href=https://www.fidelity.com/bin-public/600_Fidelity_Com_English/documents/learning-center/042826_Market-Sense_download.pdf>slides</a> Watch the <a href=https://www.fidelity.com/learning-center/live-pi?ccsource=042826podcast>video replay</a>