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.

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.

Denise Chisholm and Roy Justice, Fidelity’s global technical strategist, discuss the equity market backdrop, additional insights on market concentration, and the technical backdrop.

Denise Chisholm analyzes the equity markets and discusses the labor market and recession risk. Quantitative analyst Anastasia Zabolotnikova joins Denise to discuss the challenges facing value investors in this episode recorded on July 15, 2024.

Denise Chisholm takes a look at current equity indicators and uncovers insights on the rise of active ETFs with Dominic Maister, Head of U.S. ETF product strategy at Fidelity, in this episode recorded on June 20, 2024.

Dirk Hofschire, CFA, and Lars Schuster discuss ongoing market conditions, including interest rates, the Fed, and where we are in the business cycle in this episode recorded on June 5, 2024.

Denise Chisholm takes a look at current equity indicators and uncovers insights on the bond market with David DeBiase, Portfolio Manager at Fidelity, in this episode recorded on May 2, 2024.

Dirk Hofschire, CFA, and Lars Schuster discuss ongoing market conditions, including softness in asset prices, sticky inflation, corporate earnings, and the upcoming election in this episode recorded on May 1, 2024.

Denise Chisholm analyzes the current equity market and offers some insights on Fidelity's fundamental active ETF lineup with Gil Haddad, Head of Advanced Strategies & Research at Fidelity, in this episode recorded on March 29, 2024.

Dirk Hofschire, CFA, and Lars Schuster discuss the current optimism in the market and the effects of an election year, in this episode recorded on March 7, 2024.

Dirk Hofschire, CFA, and Lars Schuster discuss the Federal Reserve's potential to cut rates this year and the inflation outlook, in this episode recorded on February 6, 2024.

Denise Chisholm analyzes if the market is ahead of itself after the 25% increase in equity markets over the last year and discusses quant strategies with Jessica Stauth, CIO of Active Strategies at Fidelity, in this episode recorded on January 25, 2023.

Denise Chisholm analyzes the potential for earnings growth in 2024 and discusses systemic strategy and factors for international markets with Anna Lester, Senior Portfolio Manager, in this episode recorded on December 22, 2023.

Dirk Hofschire, CFA, and Lars Schuster discuss the current late cycle expansion phase, inflation and the policy implications of 2023, and its potential impact on 2024, in this episode recorded on December 5, 2023

Denise Chisholm analyzes the impact of real rates and earnings growth and dives into the investment philosophy of one of Fidelity's most tenured Portfolio Managers, Sonu Kalra, in this episode recorded on October 30, 2023.

Dirk Hofschire, CFA, and Lars Schuster discuss key drivers of the continuous resilient market and take a look at the geopolitical environment in this episode recorded on November 2, 2023.

Denise Chisholm analyzes the data behind current market news headlines and dives into fixed income market with Imer Orhan, Quantitative Portfolio Manager at Fidelity, in this episode recorded on September 28, 2023.

Denise Chisholm analyzes market rate movements in this episode recorded on August 31, 2023

Dirk Hofschire, CFA, and Lars Schuster discuss the key drivers in international markets in this episode recorded on September 6, 2023.

Dirk Hofschire, CFA, and Lars Schuster discuss the positive trends in the markets and their impact on the U.S. economy in this episode recorded on August 1, 2023.

Denise Chisholm analyzes improvements in the risk-reward of the market and discusses the market breadth with Roy Justice, Global Technical Strategist at Fidelity, in this episode recorded on July 28, 2023.

Denise Chisholm analyzes current market indicators and discusses additional insights on the high yield market with Michael Cheng, Quantitative Portfolio Manager at Fidelity, in this episode recorded on June 29, 2023.

Denise Chisholm analyzes big and small market caps and looks into how you can use quantitative techniques for portfolio optimization with Corey Winton, Senior Quant Developer at Fidelity, in this episode recorded on May 30, 2023.

Dirk Hofschire, CFA, and Lars Schuster discuss the Fed’s outlook on liquidity and interest rates and assess China's reopening, in this episode recorded on May 31, 2023.