Market Insights: A backdrop for the current market factors and the outlook of a growth investor
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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.
More Episodes
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...
Published 10/15/24
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.
Published 09/13/24
Published 09/13/24