Market Insights

Feb 18 2025 8 ep. 15 mins 266
Market Insights Podcast artwork

Hear Fidelity’s insight on the current market and global economy. For legal info go to go.fidelity.com/legal

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Market Insights: Tariffs, Labor Markets, and U.S. Economic Health

Feb 18 2025 16 mins  
Dirk Hofschire, CFA, and Lars Schuster discuss market trends they’re seeing so far in 2025, recent U.S. tariffs, state of the labor market, and overall health of the U.S. economy. This episode was recorded on February 5, 2025.

Market Insights: Investing in systemically driven credit strategies

Feb 18 2025 16 mins  
In this episode, Denise Chisholm is joined by Rahul Bhargava, systematic credit analyst and portfolio manager at Fidelity. This episode was recorded on January 29, 2025.

Market Insights: 2024 recap and 2025 investor outlook

Dec 19 2024 11 mins  
As 2024 comes to an end, Dirk Hofschire, CFA, and Lars Schuster discuss ongoing market conditions, while also recapping the past year and its broadly positive results from an asset management performance. They also discuss their outlooks for 2025 and what investors should look out for in the upcoming year. This episode was recorded on December 4, 2024.

Market Insights: Equity Market Outlooks & Small Caps

Dec 19 2024 20 mins  
Denise Chisholm looks at the current equity market backdrop and is joined by Jennifer Fo, manager of Fidelity's Advisor Small Cap Fund, as the two discuss their insights on small caps on this episode recorded November 21, 2024.

Market Insights: Post U.S. Election Market Recap

Dec 04 2024 16 mins  
Dirk Hofschire, CFA, and Lars Schuster discuss and analyze the outcome of the 2024 U.S. election, the effects on the market, how this time compares to the 2016 election results, and other topics top of mind for investors. This episode was recorded on November 12, 2024.

Market Insights: Market uncertainty and custom SMAs

Nov 21 2024 15 mins  
In this episode, Denise Chisholm talks about uncertainty in the markets -- and factors such as elections, tax sunsets, inflation, interest rates, geopolitics that may be contributing to it. Danielle Lawson, Institutional Portfolio Manager at Fidelity, joins Denise for an insightful conversation on custom SMAs.

Market Insights: Fed rate cuts and portfolio manager insights

Oct 15 2024 15 mins  
Denise Chisholm and Nidhi Gupta, portfolio manager of our flagship Fidelity® Fund, discuss ongoing market conditions, including the recent Fed rate cuts, what differentiators Nidhi looks at in a company as a portfolio manager, and secular growth areas (outside of just tech) in this recent episode recorded on September 23, 2024.

Market Insights: Signs of a slowing economy, impending rate cuts, and the labor market

Sep 13 2024 15 mins  
Dirk Hofschire, CFA, and Lars Schuster discuss ongoing market conditions, including a decline in interest rates in bond yields, update on the labor markets, and the anticipated rate cuts from the Federal Reserve, in this recent episode recorded on September 5, 2024.