Market Insights

Market Insights episodes:

• 04.16.2024

  Market Insights: A look into the durability of the equity market recovery and a dive into a new suite of fundamental active ETFs

  Denise Chisholm analyzes the current equity market and offers some insights on Fidelity's fundamental active ETF lineup with Gil Haddad, Head of Advanced Strategies & Research at Fidelity, in this episode recorded on March 29, 2024.

  
• 03.21.2024

  Market Insights: Crosscurrents in the markets into 2024

  Dirk Hofschire, CFA, and Lars Schuster discuss the current optimism in the market and the effects of an election year, in this episode recorded on March 7, 2024.

  
• 02.28.2024

  Market Insights: A look into the markets and economy in the start of 2024

  Dirk Hofschire, CFA, and Lars Schuster discuss the Federal Reserve's potential to cut rates this year and the inflation outlook, in this episode recorded on February 6, 2024.

  
• 02.21.2024

  Market Insights: Equity market backdrop and quant strategies

  Denise Chisholm analyzes if the market is ahead of itself after the 25% increase in equity markets over the last year and discusses quant strategies with Jessica Stauth, CIO of Active Strategies at Fidelity, in this episode recorded on January...

  
• 01.22.2024

  Market Insights: A look into earnings growth and the international markets

  Denise Chisholm analyzes the potential for earnings growth in 2024 and discusses systemic strategy and factors for international markets with Anna Lester, Senior Portfolio Manager, in this episode recorded on December 22, 2023.

  
• 12.19.2023

  Market Insights: A recap of 2023 and a look into 2024

  Dirk Hofschire, CFA, and Lars Schuster discuss the current late cycle expansion phase, inflation and the policy implications of 2023, and its potential impact on 2024, in this episode recorded on December 5, 2023

  
• 11.29.2023

  Market Insights: A backdrop for the current market factors and the outlook of a growth investor

  Denise Chisholm analyzes the impact of real rates and earnings growth and dives into the investment philosophy of one of Fidelity's most tenured Portfolio Managers, Sonu Kalra, in this episode recorded on October 30, 2023.

  
• 11.16.2023

  Market Insights Podcast: Backdrop on a Resilient Economy

  Dirk Hofschire, CFA, and Lars Schuster discuss key drivers of the continuous resilient market and take a look at the geopolitical environment in this episode recorded on November 2, 2023.

  
• 10.12.2023

  Market Insights: Market Recap and the Fixed Income Strategies

  Denise Chisholm analyzes the data behind current market news headlines and dives into fixed income market with Imer Orhan, Quantitative Portfolio Manager at Fidelity, in this episode recorded on September 28, 2023.

  
• 09.21.2023

  Market Insights Podcast: All things rates.

  Denise Chisholm analyzes market rate movements in this episode recorded on August 31, 2023

  
• 09.20.2023

  Market Insights Podcast: A perspective on the global market

  Dirk Hofschire, CFA, and Lars Schuster discuss the key drivers in international markets in this episode recorded on September 6, 2023.

  
• 08.15.2023

  Market Insights Podcast: The possibility of a soft landing for recession

  Dirk Hofschire, CFA, and Lars Schuster discuss the positive trends in the markets and their impact on the U.S. economy in this episode recorded on August 1, 2023.

  
• 08.11.2023

  Market Insights Podcast: Market analysis: Risk-Reward and Breadth

  Denise Chisholm analyzes improvements in the risk-reward of the market and discusses the market breadth with Roy Justice, Global Technical Strategist at Fidelity, in this episode recorded on July 28, 2023.

  
• 07.14.2023

  Market Insights Podcast: Indicators of relative performance and the high yield market

  Denise Chisholm analyzes current market indicators and discusses additional insights on the high yield market with Michael Cheng, Quantitative Portfolio Manager at Fidelity, in this episode recorded on June 29, 2023.

  
• 06.21.2023

  Market Insights: Market Caps and Quant Techniques

  Denise Chisholm analyzes big and small market caps and looks into how you can use quantitative techniques for portfolio optimization with Corey Winton, Senior Quant Developer at Fidelity, in this episode recorded on May 30, 2023.

  
• 06.14.2023

  Market Insights Podcast: A look into the Fed's policies and China's economy

  Dirk Hofschire, CFA, and Lars Schuster discuss the Fed’s outlook on liquidity and interest rates and assess China's reopening, in this episode recorded on May 31, 2023.

  
• 06.05.2023

  Market Insights: Current market indicators in the face of volatility and a look into Direct Indexing

  Denise Chisholm analyzes the market optimism given current volatility and dives into direct indexing and custom SMA with Nick Panitsas, Head of Direct Indexing at Fidelity, in this episode recorded on May 9, 2023

  
• 05.09.2023

  Market Insights Podcast: Is recession right around the corner?

  Dirk Hofschire, CFA, and Lars Schuster look into the resilient markets and discuss key economic indicators in this episode recorded on May 2, 2023.

  
• 04.10.2023

  Market Insights Podcast: The impact of the banking crisis on the financial sector and the current Crypto scenario.

  Denise Chisholm discusses the potential effects of the banking crisis based on what history suggests and dives into the impact on Crypto adoption with Coby Powers, Equity Research Analyst at Fidelity, in this episode recorded on March 27, 2023.

  
• 03.16.2023

  Market Insights Podcast: The Latest on Current Market Volatility

  Dirk Hofschire, CFA, and Lars Schuster discuss current levels of inflation, employment and interest rates and their effect on the volatile environment, in this episode recorded on March 3, 2023.

  
• 03.16.2023

  Market Insights Podcast: Defensive Sectors Performance and a Look into Fixed Income Investing.

  Denise Chisholm analyzes the odds of defensive sectors outperforming in a recession and dives into active fixed income strategies with Karishma Kaul, Head of Systematic Fixed Income Strategies at Fidelity, in this episode recorded on February 28, 2023.

  
• 02.16.2023

  Market Insights: The Current Market from a Sectors Perspective and a Look into Thematic Products

  Denise Chisholm discusses sectors performance relative to past recession patterns and uncovers insights on Thematic Investing with Lubna Lundy, Director of Investment Product at Fidelity, in this episode recorded on January 24, 2023.

  
• 02.10.2023

  Market Insights: A look into the market indicators for the beginning of 2023

  Dirk Hofschire, CFA, and Lars Schuster discuss the current market environment and the outlook for 2023, in this episode recorded on February 1, 2023

  
• 01.30.2023

  Market Insights: The latest on Fidelity's Quantitative Research team and what processes the team uses to analyze market

  Denise Chisholm discusses quantitative research and the use of alpha models with Satyajit Chandrashekar, in this episode recorded on December 20, 2022.

  
• 01.30.2023

  Market Insights: A download on the current bond market and a look into income investing at Fidelity

  Denise Chisholm discusses market indicators with a focus on the bond market and describes the income investing process with Ramona Persaud, Portfolio Manager at Fidelity, in this episode recorded on November 29.

  
• 12.16.2022

  Market Insights: The latest on tightening monetary policy and high inflation

  Dirk Hofschire, CFA, and Lars Schuster discuss the odds of recession and the inflation outlook in the US and globally, in this episode recorded on November 2, 2022.

  
• 11.10.2022

  Market Insights: A look into the current economic environment

  Dirk Hofschire, CFA, and Lars Schuster discuss the odds of recession and the inflation outlook in the US and globally, in this episode recorded on November 2, 2022.

  
• 11.07.2022

  Market Insights: Current Market Indicators and Fidelity's Disruptive Fund Suite

  Denise Chisholm discusses key market indicators and describes the fundamentals of Fidelity's disruptive funds suite with Michael Kim, Portfolio Manager for Fidelity's Disruptive Fund Suite.

  
• 10.11.2022

  Market Insights: Relative Valuation and Systematic Equity Strategies

  Denise Chisholm discusses the importance of valuation starting points and systematic solutions applied to today's market with Victor Liu, Research Director at Fidelity, in this episode recorded on September 28, 2022.

  
• 09.20.2022

  Market Insights: Current Fiscal Policy and the Upcoming Midterm Election

  Dirk Hofschire, CFA, and Lars Schuster discuss the impact of current fiscal legislation and the upcoming midterm election on the prospects of recession and high inflation, in this episode recorded on September 8, 2022.

  
• 09.02.2022

  Market Insights: A look into GDP and Technical Analysis

  Denise Chisholm analyzes current GDP and the consumer discretionary sector with Roy Justice, Global Technical Strategist in this episode recorded on August 23, 2022

  
• 08.24.2022

  Market Insights: The Latest on Recession Prospects

  Dirk Hofschire, CFA, and Lars Schuster discuss the prospects of a recession and consider key elements investors should be paying attention to in this episode recorded on August 9, 2022.

  
• 08.03.2022

  Market Insights: Data Analytics in Active Investing

  Denise Chisholm and Eric Khatchadourian discuss Fidelity's advanced analytics team and how the team uses data analytics to effectively explore the next frontier in active investing in this episode recorded on August 3, 2022.

  
• 07.14.2022

  Market Insights: AI and Data

  Denise Chisholm and John Avery discuss the utilization of artificial intelligence and other data techniques to find opportunities in the market.

  
• 05.18.2022

  Market Insights: Global Landscape for Value

  Denise Chisholm discusses valuation spreads with Tim Gannon in this episode recorded on May 17, 2022. Important information: Statements in this podcast related to corrections and/or rebounds are specific to the timeframe of 1980-present and occur within 12 months following...

  
• 04.20.2022

  Market Insights: The Yield Curve

  Dirk Hofschire, CFA, and Lars Schuster discuss the yield curve and the latest movements on interest rates.

  
• 03.16.2022

  Market Insights: Headwinds to Inflation

  Denise Chisholm discusses inflation and what it might mean for market leadership trends with Bobby Barnes, head of Fidelity's Quantitative Index Solutions, in this episode recorded on March 16, 2022.

  
• 03.03.2022

  Market Insights: The Latest on Ukraine

  Dirk Hofschire, CFA, and Lars Schuster share their thinking on the conflict in Ukraine as of March 1, 2022.

  
• 12.17.2021

  Market Insights: Technology, Wages, and Supply Chains

  Denise Chisholm discusses the technology and consumer discretionary sectors with Katie Shaw, portfolio manager and sector leader at Fidelity.

  
• 11.15.2021

  Market Insights: Inflation, Housing, and Tax Policy

  Dirk Hofschire, CFA, and Lars Schuster discuss what’s driving inflation and how it may impact housing costs against a backdrop of headlines coming out of DC.

  
• 10.21.2021

  Market Insights: Supply Chains, Inflation, and China

  Dirk Hofschire, CFA, and Lars Schuster discuss political and policy developments in China and analyze the relationship between supply chain disruptions and inflation.

  
• 10.19.2021

  Market Insights: Drivers of Value

  Join Denise Chisholm in her first episode of the Market Insights podcast, discussing the three key drivers of value stock performance with guest Anastasia Zabolotnikova.

  
• 09.30.2021

  September 2021 Market Insights Podcast

  Dirk Hofschire, CFA, and Lars Schuster review recent market events, the latest on news out of Washington, D.C., and the potential for volatility in the coming months.

  
• 09.07.2021

  August 2021 Market Insights Podcast

  Dirk Hofschire, CFA, and Lars Schuster discuss the market backdrop of this summer, as well as what COVID variants could mean for the business cycle outlook.

  
• 07.07.2021

  July 2021 Market Insights Podcast

  Dirk Hofschire, CFA, and Lars Schuster discuss the last six months in the market and the investment implications of the U.S. economy reopening.

  
• 04.26.2021

  April 2021 Market Insights Podcast

  In this episode, Dirk Hofschire, CFA, and Lars Schuster discuss the potential investment implications of vaccination rollouts, economic reopening, fiscal support, and monetary policy.

  
• 03.11.2021

  March 2021 Market Insights Podcast

  Dirk Hofschire, CFA, and Lars Schuster discuss the potential investment implications of interest rates for investors in the latest episode of Fidelity’s Market Insights podcast.

  
• 02.18.2021

  February 2021 Market Insights Podcast

  Dirk Hofschire, CFA, and Lars Schuster discuss inflation rates, elevated debt levels, and the importance of diversification on the latest episode of the Market Insights podcast.

  
• 01.28.2021

  January 2021 Market Insights Podcast

  In this episode, Dirk Hofschire and Lars Schuster answer questions to help investors understand the current market environment and what may be ahead in 2021.

  
• 12.18.2020

  December 2020 Market Insights Podcast

  Dirk Hofschire and Lars Schuster review the 2020 financial markets and their viewpoints on potential investment implications for 2021.