Market Insights: International Markets and Tech’s Resilience

10/6/2025

Market Insights

0:00

16:07

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.

Altri episodi di "Market Insights"

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.
Market Insights: International Markets and Tech’s Resilience
10/6/2025
16:07
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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Market Insights: Tariffs and Market Turbulence. A Month of Economic Ups and Downs
20/5/2025
15:47
Dirk Hofschire, CFA, and Lars Schuster discuss ongoing market volatility, including U.S. tariff policies, a big market correction, nearly plunging to bear market territory, and much more in this episode recorded on May 5, 2025.
Market Insights: Historical Insights on Bear Markets
16/5/2025
14:53
Denise Chisholm and Mark Dibble, Senior Technical Strategist at Fidelity, discuss historical implications of bear markets and highlight the Fidelity chart room, a market history repository. This episode was recorded on April 22, 2025.
Market Insights: Recent volatility and dividend yield strategies
21/4/2025
20:02
In this episode, Denise Chisholm is joined by Bobby Barnes, Head of Fidelity's Quant Index Solutions, to discuss the latest market volatility and investing insights on dividend yield strategies. This episode was recorded on March 31, 2025.
Market Insights: Financial Sector Spotlight
26/3/2025
13:39
In this episode, Denise Chisholm is joined by Matt Reed, financial analyst and fund manager at Fidelity, to discuss the current equity market backdrop and some highlights of the financial sector. This episode was recorded on February 28, 2025.
Market Insights: Navigating recent market volatility
19/3/2025
14:45
Dirk Hofschire, CFA, and Lars Schuster, discuss the flurry of news effecting markets so far in 2025, what factors are contributing to market volatility, and how this potentially impacts investors. This episode was recorded on March 4, 2025.
Market Insights: Tariffs, Labor Markets, and U.S. Economic Health
18/2/2025
16:47
Dirk Hofschire, CFA, and Lars Schuster discuss market trends they’re seeing so far in 2025, recent U.S. tariffs, state of the labor market, and overall health of the U.S. economy. This episode was recorded on February 5, 2025.
Market Insights: Investing in systemically driven credit strategies
18/2/2025
16:27
In this episode, Denise Chisholm is joined by Rahul Bhargava, systematic credit analyst and portfolio manager at Fidelity. This episode was recorded on January 29, 2025.
Market Insights: Equity Market Outlooks & Small Caps
19/12/2024
20:27
Denise Chisholm looks at the current equity market backdrop and is joined by Jennifer Fo, manager of Fidelity's Advisor Small Cap Fund, as the two discuss their insights on small caps on this episode recorded November 21, 2024.

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Market Insights: International Markets and Tech’s Resilience

Market Insights

Altri episodi di "Market Insights"

Market Insights: Midyear Market Pulse

Market Insights: International Markets and Tech’s Resilience

Market Insights: Tariffs and Market Turbulence. A Month of Economic Ups and Downs

Market Insights: Historical Insights on Bear Markets

Market Insights: Recent volatility and dividend yield strategies

Market Insights: Financial Sector Spotlight

Market Insights: Navigating recent market volatility

Market Insights: Tariffs, Labor Markets, and U.S. Economic Health

Market Insights: Investing in systemically driven credit strategies

Market Insights: Equity Market Outlooks & Small Caps