Fidelity Viewpoints: Market Sense

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.

On the go? Market Sense is also available as a podcast. Listen on Spotify, Apple, Amazon, or Pandora. Click here

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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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As the Federal Reserve shifts toward lower interest rates, investors face a new challenge: how to make their cash work harder in an economic landscape where traditional savings vehicles may soon offer diminishing returns.  On this episode of Market Sense, we explore investments that can thrive when rates decline and offer strategies for investors looking for other ways to reinvest their cash.

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, a veteran portfolio manager outlines his approach to blue chip investing in today’s unpredictable economic environment. We will also explore how artificial intelligence is creating new winners and losers among both established and emerging companies. Join us as we will break it all down with our Fidelity pros.

Bookmark this Fidelity Viewpoints page to stay on top of the latest economic news and insights from Fidelity thought leaders.

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Q3 closed on a high note, with the S&P 500 up 13% year-to-date—driven by strong earnings and continued momentum in big tech. As we head into Q4, questions around Washington, rate cuts, valuations, and consumer sentiment remain, but signals point to opportunity. In this episode of Market Sense, Fidelity leaders break down the trends shaping the final stretch of 2025 and what investors should keep an eye on.

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