Fidelity Viewpoints: Market Sense

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

October 26, 2026 • 25 mins
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 Market Insights page for timely perspecti...
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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 ...
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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 h...
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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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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? ...
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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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