Fidelity Viewpoints: Market Sense

What’s next in AI?

On this special in-person edition of Market Sense, we sit down with Chris Lin, a Fidelity Portfolio Manager who manages more than $100 billion in large-cap growth strategies with a focus on technology. We’ll dig into what’s evolving in the world of AI—how the story is shifting from rapid expansion to execution, competition, and real-world impact. And we’ll explore the areas Chris is watching for innovation, opportunity, and potential risk as we head into 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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As the first quarter of 2026 comes to a close, this episode offers a timely status check on the economy and overall market sentiment. We’ll dig into how markets are absorbing major global headlines—from Middle East unrest to volatile oil prices and renewed concerns about supply chains. We’ll also break down the uncertainty surrounding inflation and central bank policy and highlight the key economic signals worth watching as the year unfolds.

Bookmark the Fidelity Viewpoints Market Insights webpage for the latest on market headlines and volatility.

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This episode of Market Sense dives into the unfolding conflict in Iran and how the tanker shutdown in the Strait of Hormuz is affecting global energy markets. You'll hear from a Fidelity portfolio manager about why a prolonged closure could disrupt everything from oil and gas prices to major supply chains. We also break down what’s driven the energy sector’s strong year‑to‑date performance, and what opportunities and risks might lie ahead in 2026. Plus, we’ll explore how higher fuel costs could influence inflation and the Fed’s thinking about interest rates.

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

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As tax‑filing season approaches, this episode of Market Sense takes a look at ways investors can manage taxes more effectively throughout the year. We walk through investments that can offer tax-advantaged passive income. We break down how strategies like direct indexing, tax‑loss harvesting, and thoughtful asset location can influence after‑tax outcomes. Plus, we’ll get you caught up on the latest market headlines in about 20 minutes.

Click here to learn more about direct indexing and if this strategy is right for you.

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The headlines are moving fast, but this Market Sense special report will tackle the escalating conflict in Iran and what this new geopolitical risk could mean for the markets and the global economy. Our Fidelity leaders discuss the impact on oil prices, and how higher energy costs could affect consumers. We’ll also discuss why safe-haven assets like gold are climbing and how uncertainty is driving volatility across stocks and bonds.

Bookmark the Fidelity Viewpoints Market Insights webpage for the latest on market headlines and volatility.

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In a landmark ruling, The Supreme Court has struck down the sweeping global tariffs. On this episode of Market Sense, Fidelity leaders unpack the implications of this decision, explore possible next steps, and discuss what it could mean for the markets, the economy, and consumers.

Bookmark the Fidelity Viewpoints Market Insights webpage for the latest on market headlines and volatility.

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What’s really going on with gold and silver? Whether you’re just curious, feeling cautious, or feeling a little FOMO, this episode of Market Sense tackles the questions viewers keep asking about precious metals. A veteran portfolio manager joins us to talk about what he thinks is behind the record surge and recent volatility, why it’s happening now, and what it could mean for your investments going forward.

Click here to research the latest stock pricing and performance as well as investment ideas using Fidelity's free stock screener tool.

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What’s the next big stock? On this episode of Market Sense, we’re sitting down with a Fidelity portfolio manager who specializes in spotting opportunities in mid‑cap companies—the potential “sweet spot” of the market. These businesses have often moved beyond the risky startup stage but still have plenty of room to grow, offering a blend of stability and potential upside. We’ll dig into the trends shaping this space, from commercial aerospace and the evolving defense sector to the companies powering the AI build‑out. And of course, we’ll bring you all the latest market headlines—all in just 20 minutes.

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

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On this episode of Market Sense, a veteran Fidelity bond manager explores how bond investors might navigate periods of geopolitical tension and uncertainty, how to use bonds for diversification in the current environment, and what changes at the Fed may mean for the outlook for interest rates. Plus, Fidelity’s Director of Global Macro breaks down what the latest headlines might mean for your portfolio.

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

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On this episode of Market Sense, Fidelity leaders discuss why diversification is especially important in today’s environment of geopolitical risks and concentrated exposure to tech and AI stocks. They highlight practical steps like rebalancing, adding international exposure, and considering bonds and alternatives to potentially reduce risk. Plus, all your latest market headlines in 20 minutes.

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