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Market Insights
Fidelity Investments
8 episodes
1 week ago
Denise Chisholm and her guest, Emma Zohner, explore how Fed rate cuts, strong profits, and proprietary ESG models are shaping market sentiment and sustainable investing. Recorded on 9/25/2025.
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Investing
Business
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All content for Market Insights 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.
Denise Chisholm and her guest, Emma Zohner, explore how Fed rate cuts, strong profits, and proprietary ESG models are shaping market sentiment and sustainable investing. Recorded on 9/25/2025.
Show more...
Investing
Business
Episodes (8/8)
Market Insights
Market Insights: Fed Moves, Earnings Growth & ESG Innovation
Denise Chisholm and her guest, Emma Zohner, explore how Fed rate cuts, strong profits, and proprietary ESG models are shaping market sentiment and sustainable investing. Recorded on 9/25/2025.
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1 week ago
25 minutes 22 seconds

Market Insights
Market Insights: Navigating Cross-Currents: Yields, Fiscal Risks, and Fed Policy
Dirk Hofschire, CFA, and Lars Schuster discuss rising long-term yields, shifting investor dynamics, and the Fed’s policy outlook amid growing fiscal pressures. Recorded September 3, 2025.
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1 month ago
15 minutes

Market Insights
Market Insights: Revisions, Confidence, and the Secular Bull Market
Dirk Hofschire, CFA, and Lars Schuster discuss rising long-term yields, shifting investor dynamics, and the Fed’s policy outlook amid growing fiscal pressures. Recorded September 3, 2025.
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1 month ago
15 minutes 41 seconds

Market Insights
Market Insights: Managed futures and the new tax bill
Denise Chisholm is joined by Fidelity portfolio manager, Rob Croce, to discuss the equity market outlook, the reconciliation bill, and the role of alternative investments—including Fidelity’s new managed futures fund. Recorded on July 21, 2025.
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2 months ago
15 minutes 1 second

Market Insights
Market Insights: Jobs, Interest Rates, and Trade: What’s Moving the Market?
Dirk Hofschire, CFA, and Lars Schuster unpack the latest market trends, economic expansion signals, job market strength, Fed policy, interest rates, and the impact of global tariffs. Recorded August 6, 2025.
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2 months ago
16 minutes 2 seconds

Market Insights
Market Insights: Tech Sector Outlook: What’s Next?
Denise Chisholm shares key tech insights with Adam Benjamin, Fidelity portfolio manager and industry expert, as they discuss AI, overlooked opportunities, and what’s ahead for the sector in this dynamic discussion. Recorded June 26, 2025.
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3 months ago
18 minutes 25 seconds

Market Insights
Market Insights: Midyear Market Pulse
Dirk Hofschire, CFA, and Lars Schuster unpack key market drivers—from U.S. equity rebounds to global gains and a weaker dollar. They also look ahead: What risks and opportunities lie in the second half of 2025? Recorded June 4, 2025.
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4 months ago
16 minutes 18 seconds

Market Insights
Market Insights: International Markets and Tech’s Resilience
In this episode, Denise Chisholm analyzes why lower energy prices are fueling stronger earnings growth in the tech sector, and is joined by portfolio manager, Alex Zavratsky, to discuss international fund strategies. The episode was recorded on May 22, 2025.
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4 months ago
16 minutes 7 seconds

Market Insights
Denise Chisholm and her guest, Emma Zohner, explore how Fed rate cuts, strong profits, and proprietary ESG models are shaping market sentiment and sustainable investing. Recorded on 9/25/2025.