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Fidelity Viewpoints: Market Sense
Fidelity Investments
6 episodes
5 days ago
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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Investing
Business
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All content for Fidelity Viewpoints: Market Sense is the property of Fidelity Investments and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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.
Read the full transcript
View the slides
Watch the video replay
Show more...
Investing
Business
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10.28.25 - Should I invest in bonds when interest rates fall?
Fidelity Viewpoints: Market Sense
29 minutes 13 seconds
1 week ago
10.28.25 - Should I invest in bonds when interest rates fall?
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.
Read the full transcript
View the slides
Watch the video replay
Fidelity Viewpoints: Market Sense
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.
Read the full transcript
View the slides
Watch the video replay