Fidelity Viewpoints: Market Sense

To 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. © 2025 FMR LLC. All rights reserved.

Last refreshed: January 20th, 2026 at 4:44 PM ⓘ

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Episodes

01.13.26 - One of the smartest investing moves to consider

On this episode of Market Sense, Fidelity leaders discuss why diversification is especially important in today’s environment of geopolitical risks and concentrated exposure to tech and AI stocks. They highlight practical steps like rebalancing, adding international exposure, and considering bonds and alternatives to potentially reduce risk. Plus, all your latest market headlines in 20 minutes. We’d love to hear what you think! Take a minute to fill out our short feedback survey to help us make M...

Jan 14, 2026•27 min

01.06.26 - Stock market outlook & investing ideas for 2026

Discover how shifting risks can unlock new opportunities. Join the Market Sense team and Fidelity leaders for a practical playbook to help inform your investing strategy in the new year. Bookmark the Fidelity Viewpoints 2026 Investing Outlook page for the latest on market headlines, risks, opportunities, and ways to potentially safeguard your retirement. Read the full transcript View the slides Watch the video replay...

Jan 06, 2026•52 min

12.16.25 - Top performing stocks of 2025

2025 was a standout year for investors, with the S&P 500 hitting record highs and AI growth leading the tech charge. On this episode of Market Sense, our Fidelity pros will issue their 2025 stock report cards. We will run through which sectors were the big winners, areas that underperformed, and whether more diversification may be needed in 2026. Plus, other takeaways for the new year and all your market and economic headlines. Discover how shifting risks can unlock new opportunities. Join F...

Dec 16, 2025•25 min

12.09.25 - Interest rates & the Fed in 2026

Despite little economic data, the Fed has approved another interest rate cut for December. A cooler job market was cited as the main concern, and now questions swirl about whether this rate cutting cycle will continue in 2026. On this episode of Market Sense, we discuss what’s next for the Fed and monetary policy as Chair Powell's term ends in May. Plus, we delve into the end of quantitative tightening and what it could mean for the bond market. Help make the most of your money in 2026 with insi...

Dec 09, 2025•24 min

12.02.25 - Gold, Bitcoin & Jurrien’s 2025 market takeaways

From gold to Bitcoin, to tariffs, 2025 has delivered some unique market headlines. On this episode of Market Sense, Fidelity’s Jurrien Timmer reveals what’s behind this year’s trends—and what investors should watch for next. On the go? Market Sense is also available as a podcast. Listen on Spotify, Apple, Amazon, or Pandora. Click here Read the full transcript View the slides Watch the video replay...

Dec 02, 2025•28 min

11.18.25 - How the new tax law could affect your taxes

Ready to talk about taxes? On this episode of Market Sense, we dive into the new tax law, and how it could impact your 2025 taxes. A Fidelity branch leader and former tax preparer will highlight some of the changes and strategies for itemizing, charitable giving and Roth conversions. Plus, all the latest market headlines in 20 minutes. Want to keep up with the latest tax tips and strategies? Save this page so you can easily come back for fresh insights from our Fidelity Viewpoints team—whenever ...

Nov 18, 2025•24 min

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