Fidelity Viewpoints: Market Sense

Hosted by Fidelity Investments

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Latest episode

Aug 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

August 19, 202629 min

08.18.26 - Who are the new winners in the stock market?

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 <a href=http://fidelity.com/learning-center/personal-finance/market-sense-investor-questions?ccsource=marketsenseCTA>answered</a>. Our Fidelity leaders tackle the most common questions from viewers about investing themes, the economy, and the markets. Read the <a href=https://media.fidelity.com/assets/Fidelity.com_VMS/960/863/8.18_Market_Sense_PODCAST_Transcript_FINAL.pdf>full transcript</a> View the <a href=https://www.fidelity.com/bin-public/600_Fidelity_Com_English/documents/learning-center/081826_MarketSense-download.pdf>slides</a> Watch the <a href=https://www.fidelity.com/learning-center/live-pi?ccsource=081826podcast>video replay</a>

August 11, 202629 min

08.11.26 - Is it too late to invest in Biotech stocks?

Biotech stocks have been quietly outperforming technology companies for over a year now, and some investors believe the rally is just getting started! On this episode of Market Sense, a Fidelity portfolio manager joins us to discuss the innovation driving this industry, including advances in obesity drugs, cancer treatments, and other cutting-edge therapies. We'll also examine the impact of AI in the biotech space, and the growing wave of mergers and acquisitions that have created new opportunities across the industry. If you would like to research or learn more about the fund managed by this week’s Market Sense guest, <a href=https://fundresearch.fidelity.com/mutual-funds/summary/315912303?ccsource=splashemail3>click here</a> Read the <a href=https://media.fidelity.com/assets/Fidelity.com_VMS/175/703/081126_MS_Podcast_Transcript.pdf>full transcript</a> View the <a href=https://www.fidelity.com/bin-public/600_Fidelity_Com_English/documents/learning-center/081126_Market-Sense_download.pdf>slides</a> Watch the <a href=https://www.fidelity.com/learning-center/live-pi?ccsource=081126podcast>video replay</a>

August 4, 202626 min

08.04.26 - Should I retire during market volatility?

Market volatility is unavoidable in retirement. The goal isn't to change your lifestyle or take from your portfolio downturns; it's to build a retirement income and investment strategy that allows you to stay invested through the ups and downs. On this episode of Market Sense, we explore ways to cover essential expenses, how to help keep your money growing, and strategies for managing RMDs. Plus, get the latest market news and insights, all in just 20 minutes. Whether you're about to retire or already enjoying retirement, explore <a href=https://www.fidelity.com/retirement/transition-to-retirement/investing-retirement?ccsource=marketsenseCTA>investment strategies</a> that can help make your savings last by managing inflation, covering expenses and potentially grow your wealth. Read the <a href=https://media.fidelity.com/assets/Fidelity.com_VMS/485/339/080426_Market-Sense_PODCAST.pdf>full transcript</a> View the <a href=https://www.fidelity.com/bin-public/600_Fidelity_Com_English/documents/learning-center/080426_Market-Sense-download.pdf>slides</a> Watch the <a href=https://www.fidelity.com/learning-center/live-pi?ccsource=080426podcast>video replay</a>

July 28, 202630 min

07.28.26 - Is it time to buy bonds with these interest rates?

Investors are looking for clues about the future of interest rates under new Fed Chair Kevin Warsh. On this episode of Market Sense, we discuss Warsh’s new initiatives and priorities and what they could mean for the markets. Plus, Fidelity Total Bond Fund Co-Manager Julian Potenza shares where he sees opportunity across the bond market, whether it may make sense to move from cash into bonds, and how bonds can help provide income and diversification in the second half of 2026. If you want more insights from our Fidelity portfolio managers, regarding potential investing opportunities and risks, bookmark this <a href=https://www.fidelity.com/viewpoints/investing-ideas/portfolio-manager-insights?ccsource=marketsenseCTA>page</a> for the latest articles and videos. Read the <a href=https://media.fidelity.com/assets/Fidelity.com_VMS/480/34/072826_Market-Sense-PODCAST.pdf>full transcript</a> View the <a href=https://www.fidelity.com/bin-public/600_Fidelity_Com_English/documents/learning-center/072826_Market-Sense_download.pdf>slides</a> Watch the <a href=https://www.fidelity.com/learning-center/live-pi?ccsource=072826podcast>video replay</a>

July 23, 202626 min

07.21.26 - Why Emerging Markets stocks are so strong right now

2026 has been the year of emerging markets, with the asset class among one of the strongest-performing areas of the market so far. But is this resurgence just a short-term rally, or could it signal the start of a longer-term opportunity? On this episode of Market Sense, a Fidelity portfolio manager explains the forces driving emerging markets higher, from the critical role Asian semiconductors are playing in the AI buildout to innovation trends happening in China. We also discuss the key opportunities, risks, and diversification benefits investors should consider when evaluating emerging markets in their portfolio. If you want more insights from our Fidelity portfolio managers regarding potential investing opportunities and risks, bookmark this <a href=https://www.fidelity.com/viewpoints/investing-ideas/portfolio-manager-insights?ccsource=marketsenseCTA>page</a> for the latest articles and videos. Read the <a href=https://media.fidelity.com/assets/Fidelity.com_VMS/797/3/072126_PODCAST_MarketSense.pdf>full transcript</a> View the <a href=https://www.fidelity.com/bin-public/600_Fidelity_Com_English/documents/learning-center/072126_Market-Sense_download.pdf>slides</a> Watch the <a href=https://www.fidelity.com/learning-center/live-pi?ccsource=072126podcast>video replay</a>

July 13, 202623 min

07.14.26 - Why you should consider investing in small caps now

The first half of 2026 has been a historic year for small-cap stocks, which have delivered their best performance in 35 years! On this episode of Market Sense, a Fidelity portfolio manager breaks down the key forces behind the small-cap comeback, and how trends like infrastructure spending and reshoring can benefit from this asset class, and how small-cap stocks can enhance portfolio diversification. If you want more insights from our Fidelity portfolio managers regarding potential investing opportunities and risks, bookmark this <a href=https://www.fidelity.com/viewpoints/investing-ideas/portfolio-manager-insights?ccsource=marketsenseCTA>page</a> for the latest articles and videos. Read the <a href=https://media.fidelity.com/assets/Fidelity.com_VMS/274/631/071426_PODCAST_MarketSense.pdf>full transcript</a> View the <a href=https://www.fidelity.com/bin-public/600_Fidelity_Com_English/documents/learning-center/071426_Market-Sense_download.pdf>slides</a> Watch the <a href=https://www.fidelity.com/learning-center/live-pi?ccsource=071426podcast>video replay</a>