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

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.