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Fidelity Viewpoints: Market Sense

Fidelity Investments
Federal Reserve
Interest Rates
Tariffs
Market Volatility
Stock Market
Inflation
S&P 500
Bond Market
Investment Strategies
Artificial Intelligence
Tech Stocks
Job Market
International Stocks
Economic Growth
Housing Market
Corporate Earnings
U.S. Economy
US Economy
Government Shutdown
Oil Prices

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.

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Artwork for Fidelity Viewpoints: Market Sense

Latest Episodes

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 ep... more

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... more

You asked, we answer! On this episode of Market Sense, we are compiling all the top questions submitted by viewers every week and taking them to our guests. From the many different ways to consider thinking about the AI buildout, to potential opportu... more

Is this bull market too good to be true? On this episode of Market Sense, our Fidelity leaders dig into the data points driving the recent solid economic growth and resilient earnings. We’ll also discuss the potential peace agreement with Iran, the h... more

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Recent Guests

Maura Clough
Vice President at Fidelity and financial consultant in the Boston area
Fidelity
Episode: 06.23.26 - “What is the best place for uninvested cash?” & more FAQs
Naveen Malwell
CFA charter holder; institutional portfolio manager for Strategic Advisors at Fidelity
Fidelity Strategic Advisors
Episode: 06.16.26 - How may SpaceX IPO, the Fed, & Iran move stocks?
Bradford Pinal
CFA; head of capital market strategist at Fidelity
Fidelity
Episode: 06.16.26 - How may SpaceX IPO, the Fed, & Iran move stocks?
Denise Chisholm
Director of Quantitative Market Strategy
Fidelity Investments
Episode: 06.09.26 - 2026 Midyear Outlook: Can the bull market continue?
Eddie Hewn
Portfolio manager, Fidelity Select Healthcare Fund, health care sector team leader
Fidelity Investments
Episode: 06.02.26 - Are you overlooking these health care stocks?
Julian Potenza
Portfolio Manager, Fidelity; co-manager of Fidelity Total Bond Fund and Fidelity Investment Grade Bond Fund
Fidelity Investments
Episode: 05.19.26 - Is it a good time to buy bonds?
Adam Kramer
Portfolio Manager, lead manager of the Fidelity Multi-Asset Income Fund
Fidelity
Episode: 05.12.26 - Have you missed these income investing ideas?
Urian Timmer
Director of Global NACRO at Fidelity
Fidelity
Episode: 05.05.26 - Should you buy or refinance now?
Mike Mariani
Vice President of Lending Solutions at Fidelity
Fidelity
Episode: 05.05.26 - Should you buy or refinance now?

Host

Heather Hedges
Host of Market Sense, Fidelity

Reviews

4.5 out of 5 stars from 171 ratings
  • Politically biased

    It’s frustrating to have a guest with such strong political biases influencing his comments. It’s even more concerning to know that he works within fidelity and allows these biases to influence advice which flows down to customers.

    Apple Podcasts
    2
    wtp3
    United Statesa year ago
  • Good show

    Very informative. As others have mentioned; the releases of shows is inconsistent.

    Apple Podcasts
    5
    JMS32205
    United States2 years ago
  • Good podcast, too much legal disclaimers

    I like this podcast very much. However, five minutes of canned legal disclaimers and other verbal “fine print” at the end of each podcast is excessive and unnecessary. Of all the financial podcasts that I listen to this is by far the longest with the disclaimers. Please abbreviate this.

    Apple Podcasts
    3
    Bcf06877
    United States2 years ago
  • Great show

    Thank you for sharing the actual show. It’s helpful to see and hear the guests. Keep em coming C.

    Apple Podcasts
    5
    ChipLeza
    United States2 years ago
  • Well organized, insightful market views

    Fidelity experts give their views on various financial market topics. It is not a sales talk for Fidelity services just straight up, succinct commentary curated by very adept host. Heather Hegedus keeps it moving fast & asks excellent questions. Been a client for many years but think this is new. It appears on fidelity’s website before it hits this podcast.

    Apple Podcasts
    5
    rakish6
    United States3 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Useful macro context with practical investing ideas
Some listeners feel episodes lag in timely release and have long disclaimers
Informative, varied topics; production quality varies

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

06.23.26 - “What is the best place for uninvested cash?” & more FAQs
Q: What is the best way to navigate market volatility?
Work with a Fidelity planner to create a three-bucket plan (emergency, protection, growth) and stay invested with a diversified portfolio aligned to risk tolerance and goals.
06.02.26 - Are you overlooking these health care stocks?
Q: What exactly encompasses the health care sector beyond insurers and big pharma?
The guest explains that health care is broad, including biotechnology, health care services, medical technology, and analytical tools used to develop innovative therapies and analyze biological data, with AI integration accelerating progress across all these areas.
04.14.26 - Q2 Economic outlook: will the bull market continue?
Q: Heather, what are the three key takeaways for investors coming out of this quarter?
Stay invested and let markets show resilience to headlines; diversify broadly across commodities, real estate, bonds, and international stocks to reduce volatility; and remain focused on a favorable earnings environment and the broader economy for the balance of the year.
04.14.26 - Q2 Economic outlook: will the bull market continue?
Q: Navin, given the international backdrop, is now a good time to increase exposure to international stocks?
Yes, international stocks have shown resilience and even outperformed US equities year-to-date in some measures; diversification and the breadth of opportunities across dozens of countries support a long-term role for international exposure.
04.14.26 - Q2 Economic outlook: will the bull market continue?
Q: Urien, with the Iran situation, how should investors think about the near-term impact on earnings and valuations?
Earnings are proving resilient and are growing even as oil prices stay elevated; the market is pricing this as temporary, and diversified portfolios can help manage risk while the earnings backdrop supports longer-term upside.

Audience Metrics

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Frequently Asked Questions About Fidelity Viewpoints: Market Sense

What is Fidelity Viewpoints: Market Sense about and what kind of topics does it cover?

A financial market-focused show featuring Fidelity experts and executives who discuss macro trends, inflation, interest rates, and investment strategies across asset classes. Episodes frequently cover topics like income investing, housing and mortgage dynamics, international equities, energy markets, AI-driven investing, and tax-efficient strategies, often with practical takeaways for portfolio construction and risk management. Noteworthy is the blend of macro context with hands-on investing ideas, plus recurring emphasis on disciplined diversification and staying nimble amid geopolitical and policy developments. The format tends to center on actionable insights from Fidelity professionals, with guests ranging from portfolio managers to sec... more

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Which podcasts are similar to Fidelity Viewpoints: Market Sense?

These podcasts share a similar audience with Fidelity Viewpoints: Market Sense:

1. Market Insights
2. Investing Insights
3. In the Money
4. Schwab Market Update Audio
5. On Investing

How many episodes of Fidelity Viewpoints: Market Sense are there?

Fidelity Viewpoints: Market Sense launched 5 years ago and published 12 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Fidelity Viewpoints: Market Sense?

Recent guests on Fidelity Viewpoints: Market Sense include:

1. Maura Clough
2. Naveen Malwell
3. Bradford Pinal
4. Denise Chisholm
5. Eddie Hewn
6. Julian Potenza
7. Adam Kramer
8. Urian Timmer

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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