Fidelity Viewpoints: Market Sense

Hosted by Fidelity Investments

Business

Website RSS feed

Episodes

Latest episode

Oct 2026

Language

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.

Listen to episodes

6 recent

October 26, 202625 min

10.27.26 - Why a recession may be farther away than you think

What do higher interest rates mean for the markets? On this episode of Market Sense, Fidelity leaders break down the latest Fed meeting, persistent inflation, and the health of the consumer. Plus, we'll explore how a higher-rate environment is affecting financial stocks and how powerful trends like AI and private credit are reshaping the industry. If the headlines feel noisy, visit our <a href=https://www.fidelity.com/viewpoints/market-and-economic-insights/market-volatility-overview?ccsource=marketsenseCTA>Market Insights page</a> for timely perspectives from Fidelity leaders on the latest market developments and guidance on navigating periods of volatility. Read the <a href=https://media.fidelity.com/assets/Fidelity.com_VMS/653/199/102726_Market-Sense_PODCAST.pdf>full transcript</a> View the <a href=https://www.fidelity.com/bin-public/600_Fidelity_Com_English/documents/learning-center/102726_Market-Sense-download.pdf>slides</a> Watch the <a href=https://www.fidelity.com/learning-center/live-pi?ccsource=102726podcast>video replay</a>

October 20, 202631 min

10.20.26 - How to spot hidden value stock opportunities

What if some of the most compelling opportunities aren't the stocks making headlines every day? On this episode of Market Sense, Fidelity portfolio manager Ramona Persaud shares how she searches for dividend paying companies with attractive valuations, strong fundamentals and long-term resilience. She explains where she sees potential opportunities beyond today's AI-driven market and highlights the sectors and companies that may be getting overlooked by investors. Plus, we’ll break down all the latest market headlines in 20 minutes. 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/24/795/102026_Market-Sense_PODCAST.pdf>full transcript</a> Watch the <a href=https://www.fidelity.com/learning-center/live-pi?ccsource=102026podcast>video replay</a>

October 6, 202628 min

10.06.26 - How has the market performed during midterm elections?

Elections dominate the headlines, but should they change your investment strategy? On this episode of Market Sense, Fidelity leaders break down the financial policy issues shaping the 2026 midterm election. From taxes and trade to government spending and regulation, they’ll discuss the proposals investors are watching most closely and what they could mean for the economy and markets. Plus, we’ll take a closer look at how the markets have historically performed around midterm elections. If you're curious about how the upcoming midterm elections might move the crypto markets and why, we've got an excellent webinar available now. Fidelity's Covering Crypto Livestream recently hosted a candid conversation about how pending and existing laws and policies affect the digital assets space. <a href=https://www.fidelity.com/learning-center/trading-investing/crypto/ccl-whats-happening-with-crypto-regulations?ccsource=CrossPromo_Market_Sense_10-06-2026>Click here</a> to watch. Read the <a href=https://media.fidelity.com/assets/Fidelity.com_VMS/621/618/10.6_Market_Sense_PODCAST_Transcript_V1_FINAL.pdf>full transcript</a> View the <a href=https://www.fidelity.com/bin-public/600_Fidelity_Com_English/documents/learning-center/100626_Market-Sense-download.pdf>slides</a> Watch the <a href=https://www.fidelity.com/learning-center/live-pi?ccsource=100626podcast>video replay</a> Investing involves risk, including risk of total loss. Crypto as an asset class is highly volatile, can become illiquid at any time, and is for investors with a high risk tolerance. Crypto may also be more susceptible to market manipulation than securities. Crypto is not insured by the Federal Deposit Insurance Corporation or the Securities Investor Protection Corporation. Investors in crypto do not benefit from the same regulatory protections applicable to registered securities. Neither FBS nor NFS offer a direct investment in crypto nor provide trading or custody services for such assets.

September 29, 202634 min

09.29.26 - Investing ideas from one of the world's largest funds

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, <a href=https://fundresearch.fidelity.com/mutual-funds/summary/316071109?ccsource=marketsenseCTA>click here</a>. Read the <a href=https://media.fidelity.com/assets/Fidelity.com_VMS/963/487/092926_Market-Sense_PODCAST.pdf>full transcript</a> Watch the <a href=https://www.fidelity.com/learning-center/live-pi?ccsource=092926podcast>video replay</a>

September 23, 202632 min

09.22.26 - The biggest ETF trends investors should know now

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. <a href=https://www.fidelity.com/etfs/etfs-investing?ccsource=marketsenseCTA>Get Started</a>. Read the <a href=https://media.fidelity.com/assets/Fidelity.com_VMS/389/263/092226_Market-Sense_PODCAST.pdf>full transcript</a> View the <a href=https://www.fidelity.com/bin-public/600_Fidelity_Com_English/documents/learning-center/092226_Market-Sense-download.pdf>slides</a> Watch the <a href=https://www.fidelity.com/learning-center/live-pi?ccsource=092226podcast>video replay</a>

September 15, 202634 min

09.15.26 - The best time to buy bonds in years?

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 <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/545/95/091526_Market-Sense_PODCAST.pdf>full transcript</a> View the <a href=https://www.fidelity.com/bin-public/600_Fidelity_Com_English/documents/learning-center/091526_Market-Sense-download.pdf>slides</a> Watch the <a href=https://www.fidelity.com/learning-center/live-pi?ccsource=091526podcast>video replay</a>