Fidelity Viewpoints: Market Sense

It made its name by looking beyond the crowd, and today Fidelity Contrafund® has grown into one of the world's largest actively managed large-cap growth mutual funds.

On this episode of Market Sense, Contrafund co-manager Asher Anolic shares key investment themes shaping today's market and discusses how he helps manage this $170 billion portfolio. Hear how his team searches for innovative companies, evaluates emerging trends, and uncovers opportunities that others may overlook. Plus, get caught up on the latest market headlines, all in just 20 minutes.

If you would like to research or learn more about the fund managed by this week’s Market Sense guest, click here.

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Why have ETFs become one of the most popular investment vehicles among investors today? On this episode of Market Sense, a Fidelity ETF strategist explores how investors are using ETFs to pursue a wide range of financial goals and the key advantages they can offer, including diversification, flexibility, and tax efficiency. We'll also take a closer look at the latest ETF trends and the market forces behind them.

New Investor? Seasoned pro? Either way, Fidelity's research tools can help make it easier to find the right ETFs/ETPs for your portfolio. Get Started.

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What signals are the bond markets sending? Some investors have been on edge as long-term bond yields around the world climb to levels not seen in decades. At the same time, the markets are awaiting the Federal Reserve's September interest rate decision, which is adding another layer of uncertainty. On this episode of Market Sense, Fidelity portfolio manager Julian Potenza, co-manager of the Fidelity Total Bond Fund, shares his unique perspective on the current environment that may surprise you, and discusses where investors may find opportunities in the months ahead.

Want to research rates? Head here to look up CUSIP numbers, bonds yields, and CDs.

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Everyone knows the AI story, but fewer people are talking about what's standing in its way. On this episode of Market Sense, we explore the less talked about side of the AI boom: the bottlenecks that are shaping the next phase of growth. A Fidelity portfolio manager discusses where demand is outpacing supply across the AI ecosystem, why those pressure points matter, and how they can create potential investment opportunities. We'll also examine how quickly these bottlenecks can shift and what that could mean as the AI buildout continues.

If you would like to research or learn more about the fund managed by this week’s Market Sense guest, click here.

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A surprisingly strong Q2 earnings season is helping to drive the market to new highs, with leadership once again expanding beyond the biggest tech names. On this episode of Market Sense, our Fidelity leaders will explore how the AI story is evolving and why a broader group of sectors like financials, health care, and industrials are benefitting from the new technology. They'll also examine how uncertainty surrounding interest rates, inflation and energy prices could impact the markets in the months ahead.

Your questions answered. Our Fidelity leaders tackle the most common questions from viewers about investing themes, the economy, and the markets.

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Biotech stocks have been quietly outperforming technology companies for over a year now, and some investors believe the rally is just getting started! On this episode of Market Sense, a Fidelity portfolio manager joins us to discuss the innovation driving this industry, including advances in obesity drugs, cancer treatments, and other cutting-edge therapies. We'll also examine the impact of AI in the biotech space, and the growing wave of mergers and acquisitions that have created new opportunities across the industry.

If you would like to research or learn more about the fund managed by this week’s Market Sense guest, click here

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Market volatility is unavoidable in retirement. The goal isn't to change your lifestyle or take from your portfolio downturns; it's to build a retirement income and investment strategy that allows you to stay invested through the ups and downs. On this episode of Market Sense, we explore ways to cover essential expenses, how to help keep your money growing, and strategies for managing RMDs. Plus, get the latest market news and insights, all in just 20 minutes.

Whether you're about to retire or already enjoying retirement, explore investment strategies that can help make your savings last by managing inflation, covering expenses and potentially grow your wealth.

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Investors are looking for clues about the future of interest rates under new Fed Chair Kevin Warsh. On this episode of Market Sense, we discuss Warsh’s new initiatives and priorities and what they could mean for the markets. Plus, Fidelity Total Bond Fund Co-Manager Julian Potenza shares where he sees opportunity across the bond market, whether it may make sense to move from cash into bonds, and how bonds can help provide income and diversification in the second half of 2026.

If you want more insights from our Fidelity portfolio managers, regarding potential investing opportunities and risks, bookmark this page for the latest articles and videos.

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2026 has been the year of emerging markets, with the asset class among one of the strongest-performing areas of the market so far. But is this resurgence just a short-term rally, or could it signal the start of a longer-term opportunity?

On this episode of Market Sense, a Fidelity portfolio manager explains the forces driving emerging markets higher, from the critical role Asian semiconductors are playing in the AI buildout to innovation trends happening in China. We also discuss the key opportunities, risks, and diversification benefits investors should consider when evaluating emerging markets in their portfolio.

If you want more insights from our Fidelity portfolio managers regarding potential investing opportunities and risks, bookmark this page for the latest articles and videos.

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The first half of 2026 has been a historic year for small-cap stocks, which have delivered their best performance in 35 years! On this episode of Market Sense, a Fidelity portfolio manager breaks down the key forces behind the small-cap comeback, and how trends like infrastructure spending and reshoring can benefit from this asset class, and how small-cap stocks can enhance portfolio diversification.

If you want more insights from our Fidelity portfolio managers regarding potential investing opportunities and risks, bookmark this page for the latest articles and videos.

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