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Market Insights

Fidelity Investments
Market Insights
Latest episode

28 episodes

  • Market Insights

    Finding opportunity beyond the market's wall of worry

    2026-10-15 | 25 mins.
    Are investors too focused on risks? Denise Chisholm and Brad Pineault discuss market breadth, higher rates, AI-driven growth, and why today's concerns may be creating tomorrow's opportunities. This episode was recorded on October 7th, 2026.

    View transcript: https://media.fidelity.com/assets/Fidelity.com_VMS/573/695/Monthly-Market-Insights-Podcast_OCTOBER-2026.pdf
  • Market Insights

    Rising bond yields and a broadening market

    2026-09-16 | 35 mins.
    What could rising bond yields mean for investors and where might opportunities exist outside of mega-cap stocks? Denise Chisholm is joined by Brad Pineault on this episode of Market Insights. Recorded September 1st, 2026.
    View transcript: https://media.fidelity.com/assets/Fidelity.com_VMS/679/378/Market-Insights-Podcast_Sept-2026.pdf
  • Market Insights

    Market Insights: Breaking the Late Cycle Myth

    2026-07-15 | 11 mins.
    Is the market overheating or catching up? Denise Chisholm uses data to challenge late-cycle fears, showing why strong earnings, muted inflation risks, and persistent skepticism may signal more runway ahead. Recorded on June 23, 2026.

    View transcript: https://media.fidelity.com/assets/Fidelity.com_VMS/561/742/Denise_Monthly_Market_Insights_Podcast_Vodcast_JUNE_2026.pdf
  • Market Insights

    Market Insights: Hawkish Fed or Healthy Growth?

    2026-06-18 | 11 mins.
    Are rising rates a threat or a sign of strength? Denise Chisholm explains why growth-driven hikes have historically supported equities and why tech and semiconductors may be more resilient than investors think. Recorded on May 26, 2026.

    View transcript: https://www.fidelity.com/bin-public/600_Fidelity_Com_English/documents/video-transcripts/Market-Insights-Podcast_May2026.pdf
  • Market Insights

    Market Insights: Oil Prices and Market Expectations

    2026-05-04 | 12 mins.
    Denise Chisholm explores oil price shocks, market expectations, and valuation signals—showing how today’s economy and equity markets differ from past periods of volatility. Recorded on April 21, 2026.
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About Market Insights
Hear Fidelity’s insight on the current market and global economy. For legal info go to go.fidelity.com/legal
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