2025 is off to a sluggish start in the markets, as investors try to anticipate what type of fiscal policy will be implemented under a new Trump administration. On this episode of Market Sense, Fidelity’s VP of Government Relations joins us with her expectations for the first 100 days, potential cabinet picks, and what this could all mean for future policy and your money.

Read the full transcript

View the slides

Watch the video replay

A new year brings a new president, potentially new policies, and a new opportunity to revisit your investing strategy. Join our roundtable of Fidelity professionals as we prep our portfolios for 2025. We’ll take an in-depth look at the risks and opportunities that come with changing interest rates, and the market segments that could shine in the new year. Plus, we’ll answer all your top questions about market momentum, the growing national debt, and geopolitics.

Read the full transcript

View the slides

Watch the video replay

Fidelity’s Director of Quantitative Market Strategy suggests 3 sectors that are among her top picks for 2025, as well as where she sees risks. We also reveal the best and worst performing sectors of 2024 and talk about whether “bounce back opportunity” strategies work (spoiler alert: they don’t—we’ll explain why!) Plus, the ongoing debate of stocks vs. bonds: Which seem to be better positioned for 2025?

Read the full transcript

View the slides

Watch the video replay

ETFs provide a lot of advantages, but how do they best fit into your portfolio? On this episode of Market Sense, a Fidelity investing coach shares strategies for building an ETF portfolio that's based on your risk tolerance and financial goals.

Read the full transcript

View the slides

Watch the video replay

Our Director of Global Macro unpacks the latest market headlines as we await the Fed’s December meeting. And, as the end of the year approaches, time is running out to make some tax savvy moves that could help lower your tax bill for 2024. A Fidelity branch leader walks us through 5 tax ideas his team shares with their clients, that must be considered before the end of 2024 in order to take advantage of them. Plus, he shares additional tax strategies that could set you up for success beyond April.

Read the full transcript

View the slides

Watch the video replay

© 2024 FMR LLC. All rights reserved

On this episode of Market Sense, Fidelity’s Director of Global Macro and the Managing Director of Fidelity’s Asset Allocation Research Team talk about key policy themes to watch with the incoming administration, how they might affect the economy and markets, and what it all might mean for investors.

Read the full transcript

View the slides

Watch the video replay

© 2024 FMR LLC. All rights reserved

Join us for our first post-election conversation. On this episode of Market Sense, Fidelity's government relations and public policy experts look ahead to the first 100 days of the new administration and examine the potential policies that could impact your finances over the next 4 years. They'll discuss market momentum, the Fed’s continued inflation fight, tax policy, tariffs, the national debt, geopolitics and what it all could mean for your investment strategy

Read the full transcript

View the slides

Watch the video replay

© 2024 FMR LLC. All rights reserved

Taxes can significantly reduce returns: it's not just what you earn but what you actually get to keep! Our Fidelity professionals discuss several tax-smart techniques and strategies. They also explain why mutual fund investors could get hit with high tax bills this year, even if they didn’t sell any funds, and offer strategies to help address those mutual fund bills.

Read the full transcript

View the slides

Watch the video replay

© 2024 FMR LLC. All rights reserved

On this episode of Market Sense, we’re pinpointing 5 of the biggest mistakes investors may be making right now, against the backdrop of mixed economic signals and the looming election. Our thought leaders explain the risks of those traps and offer alternative strategies.

Read the full transcript

View the slides

Watch the video replay

© 2024 FMR LLC. All rights reserved

On this episode of Market Sense, Fidelity's VP of Lending talks where mortgage rates may be headed, given the broad anticipation that the Fed will keep cutting rates. Our Director of Global Macro breaks down whether falling interest rates could thaw a frozen housing market. And both discuss opportunities for everyone from homebuyers to homeowners to investors.

Read the full transcript

View the slides

Watch the video replay

© 2024 FMR LLC. All rights reserved