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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Another government shutdown threat is in the headlines. Our Market Sense team will take a look back at past shutdowns and the minimal impact they've had on the stock market. They'll also discuss other risks and opportunities coming out of Washington, and what they could mean for your investments: tariff uncertainty, immigration policy, and why the recent corporate tax cuts could create a market tailwind.
Bookmark this Fidelity Viewpoints page to stay on top of the latest economic news and insights from Fidelity thought leaders.
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