Fidelity Viewpoints: Market Sense

You asked, we answer! On this episode of Market Sense, we are compiling all the top questions submitted by viewers every week and taking them to our guests. From the many different ways to consider thinking about the AI buildout, to potential opportunities in emerging markets, to questions about how much cash to set aside in retirement. Fidelity leaders will tackle it all. Plus, the latest market headlines in 20 minutes. We’d love to hear what you think! Take a minute to fill out our short feedback survey — to help us make Market Sense even more valuable to you. Read the full transcript View the slides Watch the video replay Fidelity has hired Slido to collect the responses generated by the survey in this event. Fidelity and Slido are independent entities and are not legally affiliated. Neither Fidelity nor Slido will use your feedback for individual marketing efforts. Neither Fidelity nor Slido will individually respond to any feedback you provide in the event survey unless required to do so by applicable law. Please do not include any personally identifiable information related to an account in your responses. If you have questions or comments that you would like Fidelity to follow up with you on, please contact Fidelity directly through your normal contact channel.

Is this bull market too good to be true? On this episode of Market Sense, our Fidelity leaders dig into the data points driving the recent solid economic growth and resilient earnings. We’ll also discuss the potential peace agreement with Iran, the historic SpaceX IPO, and the forecast for interest rates as new Fed Chair Kevin Warsh presides over his first FOMC meeting. Position your portfolios for resilience and growth potential in the second half of 2026. Check out Fidelity's 2026 Midyear Outlook page for more insights on the markets, investing and taxes from our Fidelity pros. Read the full transcript View the slides Watch the video replay

Change can happen in an instant and 2026 has already reminded us how quickly the financial landscape can shift and create volatility. Yet through it all, the bull market has remained remarkably resilient. So, the question remains: can the momentum continue? Join the Market Sense team for a timely midyear conversation with Fidelity leaders about what’s driving the current environment, and how the economic backdrop may shape the rest of the year. Bookmark the Fidelity Viewpoints 2026 Midyear Investing Outlook page for the latest on market headlines, risks, opportunities, and ways to potentially safeguard your retirement. View the slides Watch the video replay

Are health care stocks poised for a comeback? In this episode of Market Sense, a veteran Fidelity portfolio manager breaks down the sector’s strong fundamentals and explains why he believes this sector has long been overlooked and undervalued. From the growing impact of AI to breakthroughs in biotech and diagnostic technology, we explore the key trends reshaping the industry and why investors should be paying attention. Plus, all the latest market news, all in just 20 minutes. If you want more insights from our Fidelity portfolio managers regarding potential investing opportunities and risks, bookmark this page for the latest articles and videos. Read the full transcript View the slides Watch the video replay

Is it a good time to buy bonds? On this episode of Market Sense, Fidelity portfolio manager Julian Potenza. who co-manages the Fidelity Total Bond Fund weighs in on the latest bond market trends amid a backdrop of geopolitical tensions and higher oil prices. He will also discuss what central bank policy could look like under new leadership at the Federal Reserve and what this all could mean for bond investors. Want to research rates? Head here to look up CUSIP numbers, bonds yields, and CDs. Read the full transcript View the slides Watch the video replay

When markets move fast, nimble investors often see opportunity, not just noise. On this episode of Market Sense, Fidelity portfolio manager Adam Kramer reveals where recent volatility has created unusual potential opportunity among income-paying investments. Whether you’re focused on generating income or managing risk, Adam explains how to spot unique mispricings when there's market dislocation. Plus, we dig into the headlines around the leadership transition at the Federal Reserve and what it could mean for markets going forward. Interested in researching mutual funds? Choose your criteria and get fund picks from Fidelity and independent experts. Read the full transcript View the slides Watch the video replay

Is the housing market finally ready to rebound? On this episode of Market Sense, Fidelity leaders break down what’s driving mortgage rates, pricing and inventory across the country. Plus, we’ll dig into some viewer questions about adjustable-rate mortgage loans and rental properties all in 20 minutes. Buying or selling a home? From negotiation to closing, learn about all the steps along the way. Click here to get started. Read the full transcript View the slides Watch the video replay

On this episode of Market Sense, Fidelity leaders unpack what’s moving the markets as the conflict in Iran continues, and oil prices continue to fluctuate with each new headline. We’ll also look at how recent volatility has reshaped the landscape and where some new investment opportunities may be emerging. Plus, we are keeping an eye on Washington, as investors await updates from the Federal Reserve’s April meeting on the future direction of interest rates. Click here to research current and historical sector performance. Read the full transcript View the slides Watch the video replay

Are international stocks still a good buy? Foreign markets have been outpacing US stocks since late last year, but rising geopolitical tensions in the Middle East, higher oil prices, and a stronger U.S. dollar are raising new questions for investors. On this episode of Market Sense, Fidelity portfolio managers unpack what’s driving global markets right now and whether the fundamentals behind international stocks remain strong. Interested in researching mutual funds? Click here to choose your criteria and get fund picks from Fidelity and independent experts. Read the full transcript View the slides Watch the video replay

With uncertainty in the Middle East still dominating headlines, the big question on investors' minds is: Has recent turmoil caused lasting damage, or is the economy still on its growth path? On this episode of Market Sense, Fidelity leaders react to headlines of a temporary ceasefire in Iran, a new blockade in the Strait of Hormuz, and how investors should think about navigating the months ahead. We’ll explore potential opportunities across stocks and bonds. Plus, when we could finally see some relief at the gas pump. We’d love to hear what you think! Take a minute to fill out our short feedback survey— to help us make Market Sense even more valuable to you. Read the full transcript View the slides Watch the video replay Fidelity has hired Slido to collect the responses generated by the survey in this event. Fidelity and Slido are independent entities and are not legally affiliated. Neither Fidelity nor Slido will use your feedback for individual marketing efforts. Neither Fidelity nor Slido will individually respond to any feedback you provide in the event survey unless required to do so by applicable law. Please do not include any personally identifiable information related to an account in your responses. If you have questions or comments that you would like Fidelity to follow up with you on, please contact Fidelity directly through your normal contact channel.

What’s next in AI? On this special in-person edition of Market Sense, we sit down with Chris Lin, a Fidelity Portfolio Manager who manages more than $100 billion in large-cap growth strategies with a focus on technology. We’ll dig into what’s evolving in the world of AI—how the story is shifting from rapid expansion to execution, competition, and real-world impact. And we’ll explore the areas Chris is watching for innovation, opportunity, and potential risk as we head into 2026. If you want more insights from our Fidelity portfolio managers, regarding potential investing opportunities and risks. Bookmark this page for the latest articles and videos. Read the full transcript View the slides Watch the video replay

As the first quarter of 2026 comes to a close, this episode offers a timely status check on the economy and overall market sentiment. We’ll dig into how markets are absorbing major global headlines—from Middle East unrest to volatile oil prices and renewed concerns about supply chains. We’ll also break down the uncertainty surrounding inflation and central bank policy and highlight the key economic signals worth watching as the year unfolds. Bookmark the Fidelity Viewpoints Market Insights webpage for the latest on market headlines and volatility. Read the full transcript View the slides Watch the video replay

This episode of Market Sense dives into the unfolding conflict in Iran and how the tanker shutdown in the Strait of Hormuz is affecting global energy markets. You'll hear from a Fidelity portfolio manager about why a prolonged closure could disrupt everything from oil and gas prices to major supply chains. We also break down what’s driven the energy sector’s strong year‑to‑date performance, and what opportunities and risks might lie ahead in 2026. Plus, we’ll explore how higher fuel costs could influence inflation and the Fed’s thinking about interest rates. If you want more insights from our Fidelity portfolio managers, bookmark this page for the latest articles, and videos regarding potential investing opportunities and risks. Read the full transcript View the slides Watch the video replay

As tax‑filing season approaches, this episode of Market Sense takes a look at ways investors can manage taxes more effectively throughout the year. We walk through investments that can offer tax-advantaged passive income. We break down how strategies like direct indexing, tax‑loss harvesting, and thoughtful asset location can influence after‑tax outcomes. Plus, we’ll get you caught up on the latest market headlines in about 20 minutes. Click here to learn more about direct indexing and if this strategy is right for you. Read the full transcript View the slides Watch the video replay

The headlines are moving fast, but this Market Sense special report will tackle the escalating conflict in Iran and what this new geopolitical risk could mean for the markets and the global economy. Our Fidelity leaders discuss the impact on oil prices, and how higher energy costs could affect consumers. We’ll also discuss why safe-haven assets like gold are climbing and how uncertainty is driving volatility across stocks and bonds. Bookmark the Fidelity Viewpoints Market Insights webpage for the latest on market headlines and volatility. Read the full transcript View the slides Watch the video replay

In a landmark ruling, The Supreme Court has struck down the sweeping global tariffs. On this episode of Market Sense, Fidelity leaders unpack the implications of this decision, explore possible next steps, and discuss what it could mean for the markets, the economy, and consumers. Bookmark the Fidelity Viewpoints Market Insights webpage for the latest on market headlines and volatility. Read the full transcript View the slides Watch the video replay