Market Insights Fidelity Investments

Dirk Hofschire, CFA, and Lars Schuster discuss the current optimism in the market and the effects of an election year, in this episode recorded on March 7, 2024.

Dirk Hofschire, CFA, and Lars Schuster discuss the Federal Reserve's potential to cut rates this year and the inflation outlook, in this episode recorded on February 6, 2024.

Denise Chisholm analyzes if the market is ahead of itself after the 25% increase in equity markets over the last year and discusses quant strategies with Jessica Stauth, CIO of Active Strategies at Fidelity, in this episode recorded on January 25, 2023.

Denise Chisholm analyzes the potential for earnings growth in 2024 and discusses systemic strategy and factors for international markets with Anna Lester, Senior Portfolio Manager, in this episode recorded on December 22, 2023.

Dirk Hofschire, CFA, and Lars Schuster discuss the current late cycle expansion phase, inflation and the policy implications of 2023, and its potential impact on 2024, in this episode recorded on December 5, 2023

Denise Chisholm analyzes the impact of real rates and earnings growth and dives into the investment philosophy of one of Fidelity's most tenured Portfolio Managers, Sonu Kalra, in this episode recorded on October 30, 2023.