Fidelity Viewpoints: Market Sense

You asked, we answer! On this episode of Market Sense, we are compiling all the top questions submitted by viewers every week and taking them to our guests. From the many different ways to consider thinking about the AI buildout, to potential opportunities in emerging markets, to questions about how much cash to set aside in retirement. Fidelity leaders will tackle it all. Plus, the latest market...

Is this bull market too good to be true? On this episode of Market Sense, our Fidelity leaders dig into the data points driving the recent solid economic growth and resilient earnings. We’ll also discuss the potential peace agreement with Iran, the historic SpaceX IPO, and the forecast for interest rates as new Fed Chair Kevin Warsh presides over his first FOMC meeting. Position your portfolios fo...

Change can happen in an instant and 2026 has already reminded us how quickly the financial landscape can shift and create volatility. Yet through it all, the bull market has remained remarkably resilient. So, the question remains: can the momentum continue? Join the Market Sense team for a timely midyear conversation with Fidelity leaders about what’s driving the current environment, and how the e...

Are health care stocks poised for a comeback? In this episode of Market Sense, a veteran Fidelity portfolio manager breaks down the sector’s strong fundamentals and explains why he believes this sector has long been overlooked and undervalued. From the growing impact of AI to breakthroughs in biotech and diagnostic technology, we explore the key trends reshaping the industry and why investors shou...

Is it a good time to buy bonds? On this episode of Market Sense, Fidelity portfolio manager Julian Potenza. who co-manages the Fidelity Total Bond Fund weighs in on the latest bond market trends amid a backdrop of geopolitical tensions and higher oil prices. He will also discuss what central bank policy could look like under new leadership at the Federal Reserve and what this all could mean for bo...

When markets move fast, nimble investors often see opportunity, not just noise. On this episode of Market Sense, Fidelity portfolio manager Adam Kramer reveals where recent volatility has created unusual potential opportunity among income-paying investments. Whether you’re focused on generating income or managing risk, Adam explains how to spot unique mispricings when there's market dislocation. P...