Market Insights

What could rising bond yields mean for investors and where might opportunities exist outside of mega-cap stocks? Denise Chisholm is joined by Brad Pineault on this episode of Market Insights. Recorded September 1st, 2026.

View transcript: https://media.fidelity.com/assets/Fidelity.com_VMS/679/378/Market-Insights-Podcast_Sept-2026.pdf

Is the market overheating or catching up? Denise Chisholm uses data to challenge late-cycle fears, showing why strong earnings, muted inflation risks, and persistent skepticism may signal more runway ahead. Recorded on June 23, 2026.

View transcript: https://media.fidelity.com/assets/Fidelity.com_VMS/561/742/Denise_Monthly_Market_Insights_Podcast_Vodcast_JUNE_2026.pdf

Are rising rates a threat or a sign of strength? Denise Chisholm explains why growth-driven hikes have historically supported equities and why tech and semiconductors may be more resilient than investors think. Recorded on May 26, 2026.

View transcript: https://www.fidelity.com/bin-public/600_Fidelity_Com_English/documents/video-transcripts/Market-Insights-Podcast_May2026.pdf

Denise Chisholm explores oil price shocks, market expectations, and valuation signals—showing how today’s economy and equity markets differ from past periods of volatility. Recorded on April 21, 2026.

Denise Chisholm breaks down geopolitical tensions, oil price moves, and tech valuation resets, highlighting what history suggests for markets and where risks and opportunities may lie. Recorded on March 12, 2026.

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Dirk Hofschire and Lars Schuster explore the impact of Middle East tensions on oil, inflation, interest rates, and investor sentiment, plus why diversification remains essential. Recorded on March 5.

Download the full transcript: https://media.fidelity.com/assets/Fidelity.com_VMS/1010/455/March_Monthly_Market_Insights_Podcast_030526.pdf

Denise Chisholm unpacks the data behind dollar weakness, market concentration, and sector signals. Learn why earnings trends matter more than currency moves and what today’s conditions may mean for equity opportunities. Recorded Feb. 2, 2026.

Dirk Hofschire breaks down the early 2026 market story, from global equity rotation and strong earnings to volatility in commodities and the implications of the new Fed chair. Recorded on Feb. 2, 2026.

Markets soared in 2025, driven by global equities, AI investment, and consumer resilience. Lars Schuster and Dirk Hofschire share key takeaways and what these trends could mean for investors heading into 2026. Recorded on Dec. 4, 2025.

Denise Chisholm and Fidelity’s Anthony Zhu discuss tech fundamentals vs. the 2000 bubble, what low sentiment could mean for markets, and how quant strategies aim to uncover alpha and manage risk. Recorded Nov. 20, 2025.