Fidelity Viewpoints: Market Sense

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.

Episodes

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

September 29, 2026 • 34 mins

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, ...

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09.22.26 - The biggest ETF trends investors should know now

September 23, 2026 • 32 mins

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.
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09.15.26 - The best time to buy bonds in years?

September 15, 2026 • 34 mins

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 u...

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09.01.26 - How supply problems in AI can create opportunity

September 1, 2026 • 26 mins

Everyone knows the AI story, but fewer people are talking about what's standing in its way. On this episode of Market Sense, we explore the less talked about side of the AI boom: the bottlenecks that are shaping the next phase of growth. A Fidelity portfolio manager discusses where demand is outpacing supply across the AI ecosystem, why those pressure points matter, and how they can create potential investment opportunities. We'l...

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

August 19, 2026 • 29 mins

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 rate...

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

August 11, 2026 • 29 mins

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 growin...

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Fidelity Viewpoints: Market Sense

Episodes

.css-14f5ked{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:2;overflow:hidden;}09.29.26 - Investing ideas from one of the world's largest funds

.css-r6mb8g{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:1;overflow:hidden;}09.22.26 - The biggest ETF trends investors should know now

09.15.26 - The best time to buy bonds in years?

09.01.26 - How supply problems in AI can create opportunity

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

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

Popular Podcasts

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

09.22.26 - The biggest ETF trends investors should know now