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Artwork for Fidelity Viewpoints: Market Sense

Fidelity Viewpoints: Market Sense

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

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

What if some of the most compelling opportunities aren't the stocks making headlines every day? On this episode of Market Sense, Fidelity portfolio manager Ramona Persaud shares how she searches for dividend paying companies with attractive valuation... more

Elections dominate the headlines, but should they change your investment strategy? On this episode of Market Sense, Fidelity leaders break down the financial policy issues shaping the 2026 midterm election. From taxes and trade to government spending... more

It made its name by looking beyond the crowd, and today Fidelity Contrafund® has grown into one of the world's largest actively managed large-cap growth mutual funds.

On this episode of Market Sense, Contrafund co-manager Asher Anolic shares key in... more

Why have ETFs become one of the most popular investment vehicles among investors today? On this episode of Market Sense, a Fidelity ETF strategist explores how investors are using ETFs to pursue a wide range of financial goals and the key advantages ... more

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Recent Guests

Greg Lohman
Vice President of Advocacy and Policy, Fidelity
Fidelity Investments
Episode: 10.06.26 - How has the market performed during midterm elections?
Denise Chisholm
Director of Quantitative Market Strategy, Fidelity
Fidelity Investments
Episode: 10.06.26 - How has the market performed during midterm elections?
Asher Anolic
Portfolio Manager, co-manager of Fidelity Contrafund
Fidelity
Episode: 09.29.26 - Investing ideas from one of the world's largest funds
Urien Timmer
Fidelity's Director of Global Macro
Fidelity
Episode: 09.22.26 - The biggest ETF trends investors should know now
Jalen Glenn
ETF product strategy lead for Fidelity's brokerage
Fidelity
Episode: 09.22.26 - The biggest ETF trends investors should know now
Julian Potenza
Portfolio Manager at Fidelity; Co-manager of Fidelity Total Bond Fund and Fidelity Investment Grade Bond Fund
Fidelity Investments
Episode: 09.15.26 - The best time to buy bonds in years?
Eurian Bessent
Portfolio professional at Fidelity (discussed as Eurian); referenced as sharing views on Fed policy and bond market dynamics
Fidelity Investments
Episode: 09.15.26 - The best time to buy bonds in years?
Zack Turner
Manager for Fidelity's Dividend Growth Fund and Fidelity Capital Appreciation Fund
Fidelity Investments
Episode: 09.01.26 - How supply problems in AI can create opportunity
Scott McAdam
Institutional portfolio manager at Fidelity, Strategic Advisors
Fidelity Investments
Episode: 09.01.26 - How supply problems in AI can create opportunity

Host

Heather Hedges
Host of Market Sense

Reviews

4.5 out of 5 stars from 175 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 States3 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.

Content is varied and often highly actionable for a range of investors.
Listeners sometimes note inconsistent release timing, which affects freshness of market context.
Disclaimers at episode ends are frequently mentioned as overly long.
Commenters appreciate disciplined, straight-ahead market commentary and guest expertise.
Production quality and mic/audio issues are a common critique in reviews.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

10.06.26 - How has the market performed during midterm elections?
Q: What are the three things our audience should watch as we get closer to election day?
Heather prompts a three-item watchlist; Denise highlights Supreme Court, trade policy, and Trump accounts, while Greg adds market-specific stress indicators like credit spreads, earnings, and technology leadership to watch for relative performance.
10.06.26 - How has the market performed during midterm elections?
Q: What does Denise's research show about what divided government can mean for markets?
Denise explains that historically, divided government often accompanies clearer policy pathways, and the data suggest that markets can perform well under divided governance, with the S&P 500 showing favorable odds in such scenarios compared to unified government.
10.06.26 - How has the market performed during midterm elections?
Q: Greg, can you walk us through the scenarios that you're watching right now?
Greg outlines that with less than 30 days to the election, control of the House and Senate is in play, suggesting that divided government is likely and could influence regulatory and budget dynamics in ways that matter for markets, including potential bipartisan action on must-pass bills and the timing of policy changes.
09.22.26 - The biggest ETF trends investors should know now
Q: What should investors consider when evaluating ETFs given the expanding menu of choices?
Define your goals, check holdings transparency, consider the provider's expertise, assess total cost of ownership (including bid-ask spreads), and be mindful of the risk/return profile of each ETF relative to your plan.
09.22.26 - The biggest ETF trends investors should know now
Q: How can ETFs be used in a taxable account to improve after-tax outcomes?
ETFs tend to distribute fewer capital gains due to their structure, and tax-loss harvesting can be more effectively implemented with ETFs because you can maintain exposure to a theme while realizing losses to offset gains.

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 finance-focused show features Fidelity experts and fund managers breaking down current market dynamics, with emphasis on volatility, inflation, interest rates, and macro themes like AI, bonds, and international markets. Episodes blend practical investment guidance (retirement planning, asset allocation, income ideas) with editorially sharp questions that unpack sector opportunities, risk management, and how policy moves ripple through portfolios. Notable strengths include disciplined, data-driven commentary from senior Fidelity professionals and a clear focus on actionable takeaways for long-term and income-oriented investors; production quality and timely publishing are recurring topics in listener feedback.

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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. On Investing
4. In the Money
5. The Long View

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. Greg Lohman
2. Denise Chisholm
3. Asher Anolic
4. Urien Timmer
5. Jalen Glenn
6. Julian Potenza
7. Eurian Bessent
8. Zack Turner

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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