Market Insights podcast

Market Insights: Finding Alpha in Unpredictable Markets

1.12.2025

Market Insights

0:00

26:19

Denise Chisholm and Ramona Persaud unpack tech sector resilience, volatility-driven investing, and the power of risk-sensitive strategies to deliver smoother, more durable returns. Recorded on October 27, 2025. Morningstar disclosure available s21.q4cdn.com/198919461/files/doc_downloads/othe_disclosure_materials/2023/1134512.pdf>here.

Flere episoder fra "Market Insights"

Market Insights: Tech Leadership, Sentiment Signals, and the Quant Edge
11.12.2025
19:26
Denise Chisholm and Fidelity’s Anthony Zhu discuss tech fundamentals vs. the 2000 bubble, what low sentiment could mean for markets, and how quant strategies aim to uncover alpha and manage risk. Recorded Nov. 20, 2025.
Market Insights: Finding Alpha in Unpredictable Markets
1.12.2025
26:19
Denise Chisholm and Ramona Persaud unpack tech sector resilience, volatility-driven investing, and the power of risk-sensitive strategies to deliver smoother, more durable returns. Recorded on October 27, 2025. Morningstar disclosure available here.
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Market Insights: Rate Cuts, Strong Profits, and a Trade Truce
6.11.2025
17:25
Dirk Hofschire and Lars Schuster discuss how strong corporate earnings, AI-driven growth, and shifting Fed policy are shaping a resilient market. Recorded on October 30, 2025.
Market Insights: Fed Moves, Earnings Growth & ESG Innovation
27.10.2025
25:22
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.
Market Insights: Navigating Cross-Currents: Yields, Fiscal Risks, and Fed Policy
12.9.2025
15:00
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.
Market Insights: Revisions, Confidence, and the Secular Bull Market
10.9.2025
15:41
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.
Market Insights: Managed futures and the new tax bill
25.8.2025
15:01
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.
Market Insights: Jobs, Interest Rates, and Trade: What’s Moving the Market?
20.8.2025
16:02
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.
Market Insights: Tech Sector Outlook: What’s Next?
15.7.2025
18:25
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.
Market Insights: Midyear Market Pulse
16.6.2025
16:18
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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