Fidelity Viewpoints: Market Sense

Biotech stocks have been quietly outperforming technology companies for over a year now, and some investors believe the rally is just getting started! On this episode of Market Sense, a Fidelity portfolio manager joins us to discuss the innovation driving this industry, including advances in obesity drugs, cancer treatments, and other cutting-edge therapies. We'll also examine t...

Market volatility is unavoidable in retirement. The goal isn't to change your lifestyle or take from your portfolio downturns; it's to build a retirement income and investment strategy that allows you to stay invested through the ups and downs. On this episode of Market Sense, we explore ways to cover essential expenses, how to help keep your money growing, and strategies for ma...

Investors are looking for clues about the future of interest rates under new Fed Chair Kevin Warsh. On this episode of Market Sense, we discuss Warsh’s new initiatives and priorities and what they could mean for the markets. Plus, Fidelity Total Bond Fund Co-Manager Julian Potenza shares where he sees opportunity across the bond market, whether it may make sense to move from cas...

2026 has been the year of emerging markets, with the asset class among one of the strongest-performing areas of the market so far. But is this resurgence just a short-term rally, or could it signal the start of a longer-term opportunity?
On this episode of Market Sense, a Fidelity portfolio manager explains the forces driving emerging markets higher, from the critical rol...

The first half of 2026 has been a historic year for small-cap stocks, which have delivered their best performance in 35 years! On this episode of Market Sense, a Fidelity portfolio manager breaks down the key forces behind the small-cap comeback, and how trends like infrastructure spending and reshoring can benefit from this asset class, and how small-cap stocks can enhance port...