Market Insights podcast

Market Insights: International Markets and Tech’s Resilience

2025-06-10

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.

Fler avsnitt från "Market Insights"

Market Insights: Rate Cuts, Strong Profits, and a Trade Truce
2025-11-06
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
2025-10-27
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.
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Market Insights: Navigating Cross-Currents: Yields, Fiscal Risks, and Fed Policy
2025-09-12
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
2025-09-10
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
2025-08-25
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?
2025-08-20
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?
2025-07-15
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
2025-06-16
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
2025-06-10
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.
Market Insights: Historical Insights on Bear Markets
2025-05-16
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.

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