Advertise on podcast: Fidelity Viewpoints: Market Sense

What’s the next big stock? On this episode of Market Sense, we’re sitting down with a Fidelity portfolio manager who specializes in spotting opportunities in mid‑cap companies—the potential “sweet spot” of the market. These businesses have often moved beyond the risky startup stage but still have plenty of room to grow, offering a blend of stability and potential upside. We’ll dig into the trends shaping this space, from commercial aerospace and the evolving defense sector to the companies powering the AI build‑out. And of course, we’ll bring you all the latest market headlines—all in just 20 minutes. If you want more insights from our Fidelity portfolio managers, bookmark this page for the latest articles and videos regarding potential investing opportunities and risks. Read the full transcript View the slides Watch the video replay

On this episode of Market Sense, a veteran Fidelity bond manager explores how bond investors might navigate periods of geopolitical tension and uncertainty, how to use bonds for diversification in the current environment, and what changes at the Fed may mean for the outlook for interest rates. Plus, Fidelity’s Director of Global Macro breaks down what the latest headlines might mean for your portfolio. Want to research rates? Head here to look up CUSIP numbers, bonds yields, and CDs. Read the full transcript Watch the video replay

On this episode of Market Sense, Fidelity leaders discuss why diversification is especially important in today’s environment of geopolitical risks and concentrated exposure to tech and AI stocks. They highlight practical steps like rebalancing, adding international exposure, and considering bonds and alternatives to potentially reduce risk. Plus, all your latest market headlines in 20 minutes. We’d love to hear what you think! Take a minute to fill out our short feedback survey to help us make Market Sense even more valuable to you. Read the full transcript View the slides Watch the video replay

Discover how shifting risks can unlock new opportunities. Join the Market Sense team and Fidelity leaders for a practical playbook to help inform your investing strategy in the new year. Bookmark the Fidelity Viewpoints 2026 Investing Outlook page for the latest on market headlines, risks, opportunities, and ways to potentially safeguard your retirement. Read the full transcript View the slides Watch the video replay

2025 was a standout year for investors, with the S&P 500 hitting record highs and AI growth leading the tech charge. On this episode of Market Sense, our Fidelity pros will issue their 2025 stock report cards. We will run through which sectors were the big winners, areas that underperformed, and whether more diversification may be needed in 2026. Plus, other takeaways for the new year and all your market and economic headlines. Discover how shifting risks can unlock new opportunities. Join Fidelity leaders for a practical playbook to help inform your investing strategy in the new year. Click here to claim your spot. Read the full transcript View the slides Watch the video replay

Despite little economic data, the Fed has approved another interest rate cut for December. A cooler job market was cited as the main concern, and now questions swirl about whether this rate cutting cycle will continue in 2026. On this episode of Market Sense, we discuss what’s next for the Fed and monetary policy as Chair Powell's term ends in May. Plus, we delve into the end of quantitative tightening and what it could mean for the bond market. Help make the most of your money in 2026 with insights on the markets, investing and taxes from our Fidelity pros. Click here to check out the 2026 Financial Preview. Read the full transcript View the slides Watch the video replay