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Fidelity Viewpoints: Market Sense
Fidelity Investments
6 episodes
3 days ago
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.
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Investing
Business
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All content for Fidelity Viewpoints: Market Sense is the property of Fidelity Investments and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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
Show more...
Investing
Business
Episodes (6/6)
Fidelity Viewpoints: Market Sense
01.06.26 - Stock market outlook & investing ideas for 2026
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
Show more...
3 days ago
51 minutes 55 seconds

Fidelity Viewpoints: Market Sense
12.16.25 - Top performing stocks of 2025
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.
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3 weeks ago
24 minutes 52 seconds

Fidelity Viewpoints: Market Sense
12.09.25 - Interest rates & the Fed in 2026
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.
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1 month ago
24 minutes 23 seconds

Fidelity Viewpoints: Market Sense
12.02.25 - Gold, Bitcoin & Jurrien’s 2025 market takeaways
From gold to Bitcoin, to tariffs, 2025 has delivered some unique market headlines. On this episode of Market Sense, Fidelity’s Jurrien Timmer reveals what’s behind this year’s trends—and what investors should watch for next.
On the go? Market Sense is also available as a podcast. Listen on Spotify, Apple, Amazon, or Pandora. Click here
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1 month ago
28 minutes 21 seconds

Fidelity Viewpoints: Market Sense
11.18.25 - How the new tax law could affect your taxes
Ready to talk about taxes? On this episode of Market Sense, we dive into the new tax law, and how it could impact your 2025 taxes. A Fidelity branch leader and former tax preparer will highlight some of the changes and strategies for itemizing, charitable giving and Roth conversions. Plus, all the latest market headlines in 20 minutes.
Want to keep up with the latest tax tips and strategies? Save this page so you can easily come back for fresh insights from our Fidelity Viewpoints team—whenever you're ready to dive in.
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1 month ago
24 minutes 24 seconds

Fidelity Viewpoints: Market Sense
11.04.25 - Are we in an AI bubble?
A seasoned Fidelity fund manager joins the Market Sense team to tackle the question everyone is asking: “Are we in an AI bubble or is this the beginning of a long-term tech transformation?" We’ll also discuss how to spot durable tech investments and explore what can make a company an AI "winner" or "loser."
Want to research tech ETFs? Click here to search, filter, and analyze ETFs/ETPS using Fidelity’s free screener tool.
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2 months ago
25 minutes 32 seconds

Fidelity Viewpoints: Market Sense
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