Market Insights
Market Insights
Fidelity Investments
Hear Fidelity’s insight on the current market and global economy. For legal info go to go.fidelity.com/legal
Finding opportunity beyond the market's wall of worry
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
Oct 15
25 min
Rising bond yields and a broadening market
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
Sep 16
35 min
Market Insights: Breaking the Late Cycle Myth
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
Jul 15
11 min
Market Insights: Hawkish Fed or Healthy Growth?
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
Jun 18
11 min
Market Insights: Oil Prices and Market Expectations
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.
May 4
12 min
Market Insights: Geopolitics, Oil, and the Tech Reset
Denise Chisholm breaks down geopolitical tensions, oil price moves, and tech valuation resets, highlighting what history suggests for markets and where risks and opportunities may lie. Recorded on March 12, 2026. Read the full transcript
Apr 3
14 min
Market Insights: How Geopolitics Are Shaping 2026
Dirk Hofschire and Lars Schuster explore the impact of Middle East tensions on oil, inflation, interest rates, and investor sentiment, plus why diversification remains essential. Recorded on March 5. Download the full transcript: https://media.fidelity.com/assets/Fidelity.com_VMS/1010/455/March_Monthly_Market_Insights_Podcast_030526.pdf
Mar 23
17 min
Market Insights: Dollar Moves, Market Concentration, and the Signals That Matter
Denise Chisholm unpacks the data behind dollar weakness, market concentration, and sector signals. Learn why earnings trends matter more than currency moves and what today’s conditions may mean for equity opportunities. Recorded Feb. 2, 2026.
Mar 10
13 min