Market Insights: How Geopolitics Are Shaping 2026

23/3/2026

Market Insights

0:00

17:57

Dirk Hofschire and Lars Schuster explore the impact of Middle East tensions on oil, inflation, interest rates, and investor sentiment, plus why diversification remains essential. Recorded on March 5. Download the full transcript: https://media.fidelity.com/assets/Fidelity.com_VMS/1010/455/March_Monthly_Market_Insights_Podcast_030526.pdf

Altri episodi di "Market Insights"

Market Insights: How Geopolitics Are Shaping 2026
2 giorni fa
17:57
Dirk Hofschire and Lars Schuster explore the impact of Middle East tensions on oil, inflation, interest rates, and investor sentiment, plus why diversification remains essential. Recorded on March 5. Download the full transcript: https://media.fidelity.com/assets/Fidelity.com_VMS/1010/455/March_Monthly_Market_Insights_Podcast_030526.pdf
Market Insights: Dollar Moves, Market Concentration, and the Signals That Matter
10/3/2026
13:55
Denise Chisholm unpacks the data behind dollar weakness, market concentration, and sector signals. Learn why earnings trends matter more than currency moves and what today’s conditions may mean for equity opportunities. Recorded Feb. 2, 2026.
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Market Insights: What’s Driving Market Rotation in Early 2026
23/2/2026
15:14
Dirk Hofschire breaks down the early 2026 market story, from global equity rotation and strong earnings to volatility in commodities and the implications of the new Fed chair. Recorded on Feb. 2, 2026.
Market Insights: 2025 Market Recap and What’s Ahead: AI, Consumers, and Global Diversification
16/12/2025
16:04
Markets soared in 2025, driven by global equities, AI investment, and consumer resilience. Lars Schuster and Dirk Hofschire share key takeaways and what these trends could mean for investors heading into 2026. Recorded on Dec. 4, 2025.
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.
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.

Altri episodi

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Market Insights: How Geopolitics Are Shaping 2026

Market Insights

Altri episodi di "Market Insights"

Market Insights: How Geopolitics Are Shaping 2026

Market Insights: Dollar Moves, Market Concentration, and the Signals That Matter

Market Insights: What’s Driving Market Rotation in Early 2026

Market Insights: 2025 Market Recap and What’s Ahead: AI, Consumers, and Global Diversification

Market Insights: Tech Leadership, Sentiment Signals, and the Quant Edge

Market Insights: Finding Alpha in Unpredictable Markets

Market Insights: Rate Cuts, Strong Profits, and a Trade Truce

Market Insights: Fed Moves, Earnings Growth & ESG Innovation

Market Insights: Navigating Cross-Currents: Yields, Fiscal Risks, and Fed Policy

Market Insights: Revisions, Confidence, and the Secular Bull Market