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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Discover how shifting risks can unlock new opportunities. Join the Market Sense team and Fidelity leaders for a practical playbook to help inform your investing strategy in the new year.

Bookmark the Fidelity Viewpoints 2026 Investing Outlook page for the latest on market headlines, risks, opportunities, and ways to potentially safeguard your retirement.

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2025 was a standout year for investors, with the S&P 500 hitting record highs and AI growth leading the tech charge. On this episode of Market Sense, our Fidelity pros will issue their 2025 stock report cards. We will run through which sectors were the big winners, areas that underperformed, and whether more diversification may be needed in 2026. Plus, other takeaways for the new year and all your market and economic headlines.

Discover how shifting risks can unlock new opportunities. Join Fidelity leaders for a practical playbook to help inform your investing strategy in the new year. Click here to claim your spot.

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Despite little economic data, the Fed has approved another interest rate cut for December. A cooler job market was cited as the main concern, and now questions swirl about whether this rate cutting cycle will continue in 2026. On this episode of Market Sense, we discuss what’s next for the Fed and monetary policy as Chair Powell's term ends in May. Plus, we delve into the end of quantitative tightening and what it could mean for the bond market.

Help make the most of your money in 2026 with insights on the markets, investing and taxes from our Fidelity pros. Click here to check out the 2026 Financial Preview.

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From gold to Bitcoin, to tariffs, 2025 has delivered some unique market headlines. On this episode of Market Sense, Fidelity’s Jurrien Timmer reveals what’s behind this year’s trends—and what investors should watch for next.

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Ready to talk about taxes? On this episode of Market Sense, we dive into the new tax law, and how it could impact your 2025 taxes. A Fidelity branch leader and former tax preparer will highlight some of the changes and strategies for itemizing, charitable giving and Roth conversions. Plus, all the latest market headlines in 20 minutes.

Want to keep up with the latest tax tips and strategies? Save this page so you can easily come back for fresh insights from our Fidelity Viewpoints team—whenever you're ready to dive in.

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A seasoned Fidelity fund manager joins the Market Sense team to tackle the question everyone is asking: “Are we in an AI bubble or is this the beginning of a long-term tech transformation?" We’ll also discuss how to spot durable tech investments and explore what can make a company an AI "winner" or "loser."

Want to research tech ETFs? Click here to search, filter, and analyze ETFs/ETPS using Fidelity’s free screener tool.

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Short-term bonds can offer income, flexibility, and stability in a diversified portfolio. This episode of Market Sense explores how short-term bonds have performed in the current economic environment, especially with more rate cuts on the table. A Fidelity bond fund manager will also discuss how inflation, tariffs, and Fed policy are shaping bond market dynamics.

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

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