Dirk Hofschire, CFA, and Lars Schuster discuss market trends they’re seeing so far in 2025, recent U.S. tariffs, state of the labor market, and overall health of the U.S. economy. This episode was recorded on February 5, 2025.

In this episode, Denise Chisholm is joined by Rahul Bhargava, systematic credit analyst and portfolio manager at Fidelity. This episode was recorded on January 29, 2025.

Denise Chisholm looks at the current equity market backdrop and is joined by Jennifer Fo, manager of Fidelity's Advisor Small Cap Fund, as the two discuss their insights on small caps on this episode recorded November 21, 2024.

As 2024 comes to an end, Dirk Hofschire, CFA, and Lars Schuster discuss ongoing market conditions, while also recapping the past year and its broadly positive results from an asset management performance. They also discuss their outlooks for 2025 and what investors should look out for in the upcoming year. This episode was recorded on December 4, 2024.

Dirk Hofschire, CFA, and Lars Schuster discuss and analyze the outcome of the 2024 U.S. election, the effects on the market, how this time compares to the 2016 election results, and other topics top of mind for investors. This episode was recorded on November 12, 2024.

In this episode, Denise Chisholm talks about uncertainty in the markets -- and factors such as elections, tax sunsets, inflation, interest rates, geopolitics that may be contributing to it. Danielle Lawson, Institutional Portfolio Manager at Fidelity, joins Denise for an insightful conversation on custom SMAs.

Denise Chisholm and Nidhi Gupta, portfolio manager of our flagship Fidelity® Fund, discuss ongoing market conditions, including the recent Fed rate cuts, what differentiators Nidhi looks at in a company as a portfolio manager, and secular growth areas (outside of just tech) in this recent episode recorded on September 23, 2024.

Dirk Hofschire, CFA, and Lars Schuster discuss ongoing market conditions, including a decline in interest rates in bond yields, update on the labor markets, and the anticipated rate cuts from the Federal Reserve, in this recent episode recorded on September 5, 2024.

Denise Chisholm and Roy Justice, Fidelity’s global technical strategist, discuss the equity market backdrop, additional insights on market concentration, and the technical backdrop.

Denise Chisholm analyzes the equity markets and discusses the labor market and recession risk. Quantitative analyst Anastasia Zabolotnikova joins Denise to discuss the challenges facing value investors in this episode recorded on July 15, 2024.