We stand at the halfway mark of what’s been a significant year in the markets so far. Severe tariff changes globally, a shift from U.S. exceptionalism to international investments, and government and policy changes in the U.S. and Canada, have all caused notable fluctuations in markets and currencies. So as it stands now, what changes in the economic landscape and what factors may drive investment opportunities in the second half of 2025? On today's episode, to share his overall thoughts on the market and what trends he’s keeping an eye is Fidelity Chief Investment Officer and Portfolio Manager Andrew Marchese.

Recorded on June 3, 2025.

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