Market Insights: Navigating Cross-Currents: Yields, Fiscal Risks, and Fed Policy
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.
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Market Insights: Revisions, Confidence, and the Secular Bull Market
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.
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Market Insights: Managed futures and the new tax bill
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.
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Market Insights: Jobs, Interest Rates, and Trade: What’s Moving the Market?
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.
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