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Market Insights: Revisions, Confidence, and the Secular Bull Market
Dirk Hofschire, CFA, and Lars Schuster discuss rising long-term yields, shifting investor dynamics, and the Fed’s policy outlook amid growing fiscal pressures. Recorded September 3, 2025.
Published on 16 hours ago
Market Insights: Managed futures and the new tax bill
Denise Chisholm is joined by Fidelity portfolio manager, Rob Croce, to discuss the equity market outlook, the reconciliation bill, and the role of alternative investments—including Fidelity’s new man…
Published on 2 weeks, 2 days ago
Market Insights: Jobs, Interest Rates, and Trade: What’s Moving the Market?
Dirk Hofschire, CFA, and Lars Schuster unpack the latest market trends, economic expansion signals, job market strength, Fed policy, interest rates, and the impact of global tariffs. Recorded August …
Published on 3 weeks ago
Market Insights: Tech Sector Outlook: What’s Next?
Denise Chisholm shares key tech insights with Adam Benjamin, Fidelity portfolio manager and industry expert, as they discuss AI, overlooked opportunities, and what’s ahead for the sector in this dyna…
Published on 1 month, 3 weeks ago
Market Insights: Midyear Market Pulse
Dirk Hofschire, CFA, and Lars Schuster unpack key market drivers—from U.S. equity rebounds to global gains and a weaker dollar. They also look ahead: What risks and opportunities lie in the second ha…
Published on 2 months, 3 weeks ago
Market Insights: International Markets and Tech’s Resilience
In this episode, Denise Chisholm analyzes why lower energy prices are fueling stronger earnings growth in the tech sector, and is joined by portfolio manager, Alex Zavratsky, to discuss international…
Published on 3 months ago
Market Insights: Tariffs and Market Turbulence. A Month of Economic Ups and Downs
Dirk Hofschire, CFA, and Lars Schuster discuss ongoing market volatility, including U.S. tariff policies, a big market correction, nearly plunging to bear market territory, and much more in this epis…
Published on 3 months, 3 weeks ago
Market Insights: Historical Insights on Bear Markets
Denise Chisholm and Mark Dibble, Senior Technical Strategist at Fidelity, discuss historical implications of bear markets and highlight the Fidelity chart room, a market history repository. This epis…
Published on 3 months, 3 weeks ago