Fidelity Viewpoints: Market Sense
79 episodes - English - Latest episode: 3 days ago - ★★★★★ - 53 ratingsTo help you navigate through current market conditions, Fidelity's leaders have come together for a series called Fidelity Viewpoints®: Market Sense. Each week, they'll cover the latest market happenings, actions you might consider, and answers to common questions.
© 2023 FMR LLC. All rights reserved.
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Episodes
04.23.24 - Quarterly Check-up: What’s Ahead for the Markets and Investors
April 24, 2024 20:21 - 24 minutes - 44.6 MBOn this week’s episode of Market Sense, we’re taking a look at the big takeaways from the first Quarter of 2024. What were the challenges investors faced in Q1? What can investors expect in Q2, and will the Fed cut rates in Q2? Plus, how to consider adjusting your portfolio, accordingly. Read the View the slides Watch the video replay © 2024 FMR LLC. All rights reserved
04.16.24 - Do you have Money Dysmorphia?
April 17, 2024 18:15 - 25 minutes - 47.3 MBEconomic indicators point to a strong economy, but a cultural historian at Fidelity explains why a growing number of people have a distorted view of the economy and their financial reality. A branch leader explains how this can lead to poor decisions, and how to not let it sidetrack you. Read the View the slides Watch the video replay © 2024 FMR LLC. All rights reserved
04.09.24 - Saving for What Matters Most
April 09, 2024 13:10 - 28 minutes - 52 MBThe Market Sense team is marking America Saves Week by answering your questions about “Saving for What Matters Most.” What does it really take to meet long-term goals like emergency savings, college, and retirement? And how can investing help? Plus, the market headlines including the March Jobs report and whether or when the Fed might start lowering rates. Read the View the slides Watch the video replay © 2024 FMR LLC. All rights reserved
04.02.24 - Tax-Smart Investing Strategies to Consider for your Portfolio
April 03, 2024 16:46 - 22 minutes - 41.8 MBThe Market Sense team discuss tax sensitive strategies designed to help keep more money in your portfolio and explain how our Fidelity professionals can help. Plus, they provide an economic “check-up" with the release of several new key gauges of economic data including some new inflation numbers. Fidelity does not provide tax advice. Read the View the slides Watch the video replay © 2024 FMR LLC. All rights reserved
03.26.24 - Opportunities When Interest Rates Fall
March 27, 2024 17:11 - 25 minutes - 47 MBOur Fidelity Professionals explain why they believe we’re now shifting to an environment of falling interest rates and accelerating earnings and weigh in on which investments, sectors and themes historically tend to do well in a falling rate environment. Plus, get all your latest market news in 20 minutes. Read the View the slides Watch the video replay © 2024 FMR LLC. All rights reserved
03.19.24 -A Good Time for Income Investing?
March 20, 2024 16:15 - 24 minutes - 45 MBOur Fidelity professionals discuss some of the most attractive potential options for income in the current interest-rate environment, the risks and rewards of income investing, plus how income investments can fit into a portfolio. As always, they also tackle the latest market headlines, including the Fed’s March meeting. Read the View the slides Watch the video replay © 2024 FMR LLC. All rights reserved
A Good Time for Income Investing? - 3.19.24
March 19, 2024 18:41 - 20 minutes - 707 MB VideoOur Fidelity professionals discuss the options and strategies for income investing and the risks and rewards of each. And they explain why this may be the time to act. Plus, as always, they’ll cover the latest market headlines, including the Fed’s March meeting. Download transcript (PDF) | Download slides (PDF)
A Good Time for Income Investing? - 03.19.24
March 19, 2024 18:41 - 20 minutes - 707 MB VideoOur Fidelity professionals discuss the options and strategies for income investing and the risks and rewards of each. And they explain why this may be the time to act. Plus, as always, they’ll cover the latest market headlines, including the Fed’s March meeting. Download transcript (PDF) | Download slides (PDF)
03.12.24 -The New Retirement & What It Means for You
March 13, 2024 20:19 - 27 minutes - 50.1 MBOur professionals break down Fidelity’s latest “State of Retirement Planning” and a variety of retirement savings strategies. Plus, they discuss where the U.S. economy may be in the business cycle and whether a recession may be farther out than previously thought. Read the View the slides Watch the video replay © 2024 FMR LLC. All rights reserved
03.05.24 - Politics, the Economy and the Markets
March 05, 2024 17:30 - 25 minutes - 47.4 MBOn this Super Tuesday episode of Market Sense, we’re speaking with Fidelity’s V.P. of Government Relations from Washington D.C., where a potential Government Shutdown is still a possibility. She’ll lay out areas where the 2024 Presidential Election could impact U.S. policies at home and abroad. Then, our Director of Global Macro will explain whether, historically, elections have impacted stock returns and the markets. Plus, a Fidelity branch leader will share questions she’s been getting from...
02/27 - Market Sense - Tax Changes That Could Save You Money
February 27, 2024 14:50 - 24 minutes - 44.3 MBIt’s that time of year again! What are the tax changes for this year? In 20 minutes, we'll cover 5 areas where there are changes that might impact filing your taxes this year. Plus, what to keep in mind throughout the year to help reduce your taxes for next year's filing. And as always, we’ll cover all the market and economic news including when interest rate cuts may come. Read the full transcript View the slides Watch the video replay © 2024 FMR LLC. All rights reserved
02/13 - The Markets, Money, and Relationships
February 13, 2024 20:35 - 24 minutes - 45.2 MBMoney can’t buy love, but money can complicate love! In addition to the market and economic headlines, our Fidelity professionals will dig into the findings from our “Couples and Money Study” – which Fidelity started conducting 17 years ago. They’ll discuss what happens when couples have mismatched financial perspectives and leave viewers with key takeaways to help them find harmony. Read the full transcript View the slides Watch the video replay
02/06: Portfolio Checkup
February 06, 2024 17:06 - 26 minutes - 49 MBA new Calendar year can be a great opportunity to reflect on your financial progress and review your portfolio and goals for the future. What are the principles of a financial check-up? Plus, the Fed has been signaling that it may not be ready to cut rates in March. What does it mean for the markets? A Fidelity Branch leader and our Director of Global Macro weigh in. Read the full transcript View the slides Watch the video replay
01/30: What’s Next for Bonds?
February 02, 2024 16:06 - 26 minutes - 48.5 MBThe Fed's interest rate hiking campaign has impacted bond investors in a variety of ways. We’re answering viewers' questions about bonds! What will the impact be when the Fed starts cutting rates? And if the economy does enter into a recession, how have bonds historically performed when the economy contracts? Finally, a Fidelity branch leader has tips on how to incorporate bonds into your portfolio. Read the full transcript. View the slides Watch the video replay. © 2024 FMR LLC. All ri...
01/23: Investing Considerations with ETFs and Bitcoin ETPs
January 26, 2024 20:15 - 29 minutes - 53.2 MBOur Fidelity Professionals talk about the economic outlook as the markets settle into the new year! They then dive into a quick crash course on ETFs and ETPs. What’s the difference? And what’s the deal with the new spot Bitcoin ETP that was just approved by Federal regulators, which some say could have broad implications. Read the full transcript. View the slides Watch the video replay. © 2024 FMR LLC. All rights reserved
01/09: 2024 Outlook Special: What's ahead for the Markets and Economy
January 23, 2024 16:41 - 43 minutes - 80.6 MBA panel of Fidelity representatives discuss what 2024 may hold for the economy, stocks, bonds, and more. Read the full transcript. View the slides Watch the video replay. © 2024 FMR LLC. All rights reserved
12/19: 2024 Financial resolutions
December 20, 2023 23:31 - 25 minutes - 46.6 MBMake your resolutions count this year! On this week’s episode of Market Sense, we dig into the data from Fidelity’s 15th annual financial resolutions survey. We will learn about people’s goals for 2024, how they are preparing, and the ways investors can improve their financial situation next year. Plus, our Fidelity professionals will weigh in on the economic factors driving another pause from the Fed and what we can expect from the markets. Read the full transcript. View the slides Wa...
9/26: How to live in a more expensive world
September 28, 2023 12:25 - 25 minutes - 46.5 MBThe Federal Reserve has paused interest rates for the month of September, but their messaging is loud and clear: inflation hasn’t gone away. This episode, our Fidelity Professionals react to indications inflation is more persistent than the markets had been assuming, and what it means for investors. Plus, we share Fidelity research on where inflation might be going, and some steps you can take to help control spending and investment considerations in this new environment. Read the full trans...
9/19: Don’t make this tempting investing mistake
September 25, 2023 16:21 - 23 minutes - 43.1 MBFor the first time in six months, key inflation data is up, ahead of the highly anticipated September Federal Reserve meeting. Our three Fidelity professionals make sense of the numbers and look ahead to the remainder of 2023. They also examine how the stock market has fared during volatile times in history and offer things to consider for investors. Read the full transcript. View the slides Watch the video replay. © 2023 FMR LLC. All rights reserved
9/12: What the future may hold for stocks
September 21, 2023 18:09 - 23 minutes - 43.4 MBOur Fidelity professionals discuss the surge in post-Labor Day oil prices and other business headlines, and what it might mean for the economy, investors and the Fed’s plan to tamp inflation. They also discuss the future of U.S. stock market returns over the next two decades and the forecast for global economic growth, which may give insight into how markets could fare in the future. Read the full transcript. View the slides Watch the video replay. © 2023 FMR LLC. All rights reserved
08/29: What could the next recession look like?
September 06, 2023 18:29 - 24 minutes - 45.5 MBOur Fidelity professionals discuss the latest from the Fed’s Economic Policy Symposium, as well as our professionals’ latest thinking on whether we might have a recession in late 2023 or 2024. They discuss what a recession might look like, and the key factors in play today that might differentiate a recession today from the Great Recession of 2008. Read the full transcript. View the slides Watch the video replay. © 2023 FMR LLC. All rights reserved
08/22: Investing tips for busy people
August 25, 2023 17:24 - 26 minutes - 48 MBFed members expressed concern at their most recent meeting that the inflation fight is far from over. Our Fidelity professionals discuss what that might mean for interest rates. There’s also concern over China’s economy, and our experts explore possible implications for the U.S. Finally, our panelists discuss ways busy people can build wealth with minimal effort, especially during the dog days of summer. Read the full transcript. View the slides Watch the video replay. © 2023 FMR LLC. All...
08/15: Is ‘The Summer of Spending’ saving the economy?
August 18, 2023 14:57 - 26 minutes - 47.9 MBOur Fidelity Professionals discuss what the latest inflation data and regional banks getting a credit rating downgrade might mean for the economy and the Fed’s plans. And, during these dog days of summer with so many people out of the office, consumer spending is up on experiences like summer concerts, blockbuster movies and travel. Could Taylor Swift and ”Barbenheimer,” along with cooling inflation be enough to tip the economy away from a recession? Our professionals weigh in. Read the ful...
The Summer of Spending’ saving the economy? - 8.15.23
August 18, 2023 14:57 - 26 minutes - 47.9 MBOur Fidelity Professionals discuss what the latest inflation data and regional banks getting a credit rating downgrade might mean for the economy and the Fed’s plans. And, during these dog days of summer with so many people out of the office, consumer spending is up on experiences like summer concerts, blockbuster movies and travel. Could Taylor Swift and ”Barbenheimer,” along with cooling inflation be enough to tip the economy away from a recession? Our professionals weigh in. Read the ful...
08/08: Big ideas from Fidelity's 'Quant Research rock star"
August 11, 2023 13:58 - 24 minutes - 45.3 MBOur Fidelity professionals discuss the recent U.S. credit downgrade and the impact on global markets. Also, we look at some of the sectors affected by negative economic developments of the past year, and how they performed historically after facing similar conditions, to determine three possibly surprising investing ideas you might want to consider right now. Read the full transcript. View the slides Watch the video replay. © 2023 FMR LLC. All rights reserved
08/01: Recession called off?
August 04, 2023 19:38 - 22 minutes - 41.5 MBOur Fidelity professionals discuss the Fed’s move to raise interest rates and the possible implications and what it means for viewers and their money. The move comes despite improving inflation, a winning month on Wall Street, strong earnings reports, and Fed staff saying they believe the U.S. will avoid a recession in 2023. Our Fidelity professionals will also discuss the labor market, retirement and “5 actionable tips to retire 5 years early.” Read the full transcript. View the slides Wat...
07/25: Protect your money in this market
July 28, 2023 16:57 - 24 minutes - 45 MBThis week on Fidelity’s Market Sense, Fidelity professionals will discuss the latest economic news including the Dow’s longest winning streak in six years and will offer perspectives on what may be the outcomes of the upcoming Fed Meeting and key earnings reports this week. Also, July is “Disability Pride Month”, and our panelists will guide viewers through a conversation about financial planning considerations as you age, or in the event you or a loved one have a disability, in any economy. ...
07/18: Recession ready income strategy
July 20, 2023 18:32 - 25 minutes - 46.5 MBOur panelists put last week’s inflation report developments into context for us and talk about what this may mean for the Fed’s plan and the economy. They also discuss a “Recession Ready Income Strategy” for income investors who are nervous about the potential of a recession and want to be prepared for one, but who also may want to take advantage of attractive yields. Read the full transcript. View the slides Watch the video replay. © 2023 FMR LLC. All rights reserved
07/11: It’s home buying season: But is it too big of a risk?
July 14, 2023 06:57 - 25 minutes - 47.1 MBAs inflation continues to be problematic and the Fed says it will continue rate hikes, the usually hot summertime housing market is not feeling so hot. There’s a glaring lack of inventory, existing home sales remain relatively flat, and mortgage rates are ticking up again and overall are higher than they’ve been for many years. Our panelists will discuss how the Fed’s latest moves indirectly impact mortgage rates, what it all means for the economy, and how homebuyers who may be wondering if i...
04/11: Secure 2.0 and what it means for you at any stage
April 21, 2023 05:13 - 24 minutes - 44.6 MBJoin Fidelity’s Jurrien Timmer, Leanna Devinney, and Heather Hegedus as they discuss the latest market events and dive into developments with Secure 2.0, which became law in December, and what it means for investors. Read the full transcript. View the slides. Watch the video replay. © 2023 FMR LLC. All rights reserved
04/04: Do I need an estate plan?
April 07, 2023 14:01 - 25 minutes - 47.2 MBJoin Fidelity’s Jurrien Timmer, Leanna Devinney, and Jim Armstrong as they discuss the latest market news. This week’s episode also features a segment on estate planning where we’ll dive into who needs one, what goes into one, and how to approach the decision with family members. Read the full transcript. View the slides. Watch the video replay. © 2023 FMR LLC. All rights reserved
03/28: How market volatility could impact your retirement savings
April 03, 2023 05:58 - 22 minutes - 41.2 MBJoin Fidelity’s Jurrien Timmer, Rita Assaf, and Jim Armstrong as they discuss the latest market news including an update on the March Fed meeting and concerns in the banking sector. The panelists also dive into the results of a year-long Fidelity research project that analyzed the overall retirement readiness of American households. Read the full transcript. View the slides. Watch the video replay. © 2023 FMR LLC. All rights reserved
03/21: The Fed, volatility, and what it means for your life goals
March 27, 2023 17:48 - 27 minutes - 50.6 MBJoin Fidelity’s Jurrien Timmer, Stacey Watson, Leanna Devinney, and Jim Armstrong as they discuss the latest market news including an update on the bank closures and commentary on the March Fed meeting’s expected outcomes. As inflation continues to be volatile, the panelists also discuss financial planning for big life events and what to consider. Read the full transcript. Read the full transcript. View the slides. Watch the video replay. © 2023 FMR LLC. All rights reserved
03/14: Special Report: The Silicon Valley Bank closure
March 18, 2023 15:06 - 29 minutes - 53.2 MBJoin Fidelity’s Jurrien Timmer, Leanna Devinney, Lars Schuster, and Jim Armstrong for this Special Report on the Silicon Valley Bank closure and what that could mean for the markets. Read the full transcript. View the slides. Watch the video replay. © 2023 FMR LLC. All rights reserved
03/07: Women’s History Month: The Power of Investing
March 13, 2023 02:35 - 22 minutes - 41.2 MBJoin Fidelity’s Lorna Kapusta, Ryan Viktorin, and Ally Donnelly as they discuss the realities that make finances different for women. They’ll dig into how to take action to help investments go further and how to navigate this during the current market conditions. Read the full transcript. View the slides. Watch the video replay. © 2023 FMR LLC. All rights reserved
02/28: America Saves Week: Paying down debt is saving
March 07, 2023 04:45 - 24 minutes - 45.3 MBJoin Fidelity’s Jurrien Timmer, Leanna Devinney, and Jim Armstrong as they discuss the latest economic news, including consumer debt hitting record levels. This timely news comes during America Saves Week: an annual call-to-action about how to prioritize saving. This year, we’ll focus on how paying down debt is a form of saving. Read the full transcript. View the slides. Watch the video replay. © 2023 FMR LLC. All rights reserved
02/14: Financial ways to say I love you
February 21, 2023 14:23 - 23 minutes - 43 MBJoin Fidelity’s Jurrien Timmer, Leanna Devinney, and Jim Armstrong as they discuss finances as a source of friction in relationships and offer suggestions for improving communications and decision-making. They’ll also discuss the latest market conditions, volatility, and what that means for investors. Read the full transcript. View the slides. Watch the video replay. © 2023 FMR LLC. All rights reserved.
02/07: Building wealth for today and tomorrow
February 09, 2023 08:00 - 25 minutes - 46.4 MBJoin Fidelity’s Naveen Malwal and Randelle Lenoir as they discuss the latest market news, including the outcome of January’s Fed meeting and how that affects investors. In addition, they’ll kick Black History Month off with a discussion about key financial topics that are top of mind for the Black community. Read the full transcript. View the slides. Watch the video replay. © 2023 FMR LLC. All rights reserved.
9/13: Retirement planning in uncertain times
September 14, 2022 21:08 - 24 minutes - 45.7 MBFed Chair Jerome Powell has warned consumers to brace for more pain. Of course, no one wants to hear that, but it makes staying calm and planning for the future all the more important. In this episode, we’re focusing on saving for retirement and how to plan for the loss of that steady paycheck. Read the full transcript. View the slides. Watch the video replay. © 2022 FMR LLC. All rights reserved.
8/30: Late cycle, not recession
August 31, 2022 23:07 - 22 minutes - 42.1 MBThere’s a lot of talk about whether we’re in a recession as we hear about layoffs and a slowing economy. So this week, Market Sense explores what’s going on with the economy and what it may mean for you and your investments. Read the full transcript. View the slides. Watch the video replay. © 2022 FMR LLC. All rights reserved.
8/23: Financial Independence/Retire Early
August 24, 2022 23:23 - 23 minutes - 43.5 MBGuest host Ally Donnelly leads this week’s panel discussion -- all about the FI/RE movement (financial independence, retire early). The foundational principles of FIRE may have something for everyone -- particularly for the times we’re in now. Read the full transcript. View the slides. Watch the video replay. © 2022 FMR LLC. All rights reserved.
8/16: Inflation survival strategies
August 17, 2022 20:25 - 25 minutes - 47.3 MBThe pace of price increases slowed late last week with a softer-than-expected inflation reading. Does it mean that record high inflation will plummet? Spoiler alert: Our pros say…not so much. Today we’ll talk survival strategies -- 4 things you can do right now to ride out prices. Read the full transcript. View the slides. Watch the video replay. © 2022 FMR LLC. All rights reserved.
8/9: Strategies in a down market
August 11, 2022 16:56 - 23 minutes - 43.5 MBThere’s been a lot of market volatility, inflation, the Fed continues to raise rates, talk of recession looms large and we’re seeing a lot of that uncertainty play out in our portfolios. So today, we wanted to talk about strategies in a down market. Read the full transcript. View the slides. Watch the video replay. © 2022 FMR LLC. All rights reserved.
8/2: In case of emergency
August 03, 2022 23:08 - 24 minutes - 44.5 MBWe know it can be stressful to look at your portfolio during market volatility. We also know life and plans can change on a dime. So this week, our panel will discuss how to prepare for the unexpected with an emergency fund. Read the full transcript. View the slides. Watch the video replay. © 2022 FMR LLC. All rights reserved.
7/26: Make the most of your employee benefits
July 27, 2022 22:27 - 26 minutes - 48.3 MBWhen inflation is high and there’s uncertainty in the market, every penny counts. This week, Market Sense focuses on how to understand what employee benefits you have and how to make the most of them. Read the full transcript. View the slides. Watch the video replay. © 2022 FMR LLC. All rights reserved.
7/19: What to do when stocks drop
July 20, 2022 23:56 - 24 minutes - 45 MBToday’s continued uncertainty in the markets can be nerve-wracking for investors — particularly if you’re in or nearing retirement. In this episode, we discuss what you might consider doing when stocks drop and how a defensive investment approach may help you limit losses and volatility in your portfolio. Read the full transcript. View the slides. Watch the video replay. © 2022 FMR LLC. All rights reserved.
7/12: Bear market basics
July 14, 2022 00:56 - 25 minutes - 46.4 MBGuest host Colleen Rolph joins Jurrien Timmer and Leanna Devinney to discuss the current bear market and dig into ways to pivot and plan for the unexpected in your investment strategy. Read the full transcript. View the slides. Watch the video replay. © 2022 FMR LLC. All rights reserved.
6/28: Midyear investing outlook
June 29, 2022 22:05 - 27 minutes - 51.1 MBThis week, Naveen Malwal and Randelle Lenoir discuss how Fidelity professionals are navigating ongoing market turmoil, where they might see potential opportunities, and steps to consider to help protect your financial plans and long-term goals. Read the full transcript. View the slides. Watch the video replay. © 2022 FMR LLC. All rights reserved.
6/21: The Fed & your money
June 23, 2022 00:49 - 26 minutes - 48.4 MBLast week’s Federal Reserve move to aggressively combat inflation with the biggest rate hike seen in nearly 30 years triggered a market sell-off and questions over what’s next. This week, Market Sense digs into what the hike means for the markets, the economy, and your financial plan. Read the full transcript. View the slides. Watch the video replay. © 2022 FMR LLC. All rights reserved.
6/14: Market volatility
June 15, 2022 22:48 - 26 minutes - 18.2 MBFidelity’s Jurrien Timmer and Leanna Devinney are back this week to help guide our conversation around the latest market volatility. Jurrien brings his focus with what’s moving the markets and economy while Leanna will give us a closer look at concerns on inflation, interest rate hikes and our biggest asset or expense — our home. Read the full transcript. View the slides. Watch the video replay. © 2022 FMR LLC. All rights reserved.