Fidelity Viewpoints: Market Sense

What’s next in AI? <br/> On this special in-person edition of Market Sense, we sit down with Chris Lin, a Fidelity Portfolio Manager who manages more than $100 billion in large-cap growth strategies with a focus on technology. We’ll dig into what’s evolving in the world of AI—how the story is shifting from rapid expansion to execution, competition, and real-world impact. And we’ll explore the areas Chris is watching for innovation, opportunity, and potential risk as we head into 2026. <br/> If you want more insights from our Fidelity portfolio managers, regarding potential investing opportunities and risks. Bookmark this <a href=https://www.fidelity.com/viewpoints/investing-ideas/portfolio-manager-insights?ccsource=marketsenseCTA>page</a> for the latest articles and videos. <br/> Read the <a href=https://media.fidelity.com/assets/Fidelity.com_VMS/184/127/033126_PODCAST_MarketSense.pdf>full transcript</a> <br/> View the <a href=https://www.fidelity.com/bin-public/600_Fidelity_Com_English/documents/learning-center/033126_Market-Sense_download.pdf>slides</a> <br/> Watch the <a href=https://www.fidelity.com/learning-center/live-pi?ccsource=033126podcast>video replay</a> <br/>

As the first quarter of 2026 comes to a close, this episode offers a timely status check on the economy and overall market sentiment. We’ll dig into how markets are absorbing major global headlines—from Middle East unrest to volatile oil prices and renewed concerns about supply chains. We’ll also break down the uncertainty surrounding inflation and central bank policy and highlight the key economic signals worth watching as the year unfolds. <br/> Bookmark the Fidelity Viewpoints Market Insights <a href=https://www.fidelity.com/viewpoints/market-and-economic-insights/market-volatility-overview?ccsource=marketsenseCTA>webpage</a> for the latest on market headlines and volatility. <br/> Read the <a href=https://media.fidelity.com/assets/Fidelity.com_VMS/415/659/032426_PODCAST_MarketSense.pdf>full transcript</a> <br/> View the <a href=https://www.fidelity.com/bin-public/600_Fidelity_Com_English/documents/learning-center/032426_Market-Sense_download.pdf>slides</a> <br/> Watch the <a href=https://www.fidelity.com/learning-center/live-pi?ccsource=032426podcast>video replay</a> <br/>

This episode of Market Sense dives into the unfolding conflict in Iran and how the tanker shutdown in the Strait of Hormuz is affecting global energy markets. You'll hear from a Fidelity portfolio manager about why a prolonged closure could disrupt everything from oil and gas prices to major supply chains. We also break down what’s driven the energy sector’s strong year‑to‑date performance, and what opportunities and risks might lie ahead in 2026. Plus, we’ll explore how higher fuel costs could influence inflation and the Fed’s thinking about interest rates. <br/> If you want more insights from our Fidelity portfolio managers, bookmark this <a href=https://www.fidelity.com/viewpoints/investing-ideas/portfolio-manager-insights?ccsource=marketsenseCTA>page</a> for the latest articles, and videos regarding potential investing opportunities and risks. <br/> Read the <a href=https://media.fidelity.com/assets/Fidelity.com_VMS/432/327/031726_PODCAST_MarketSense.pdf>full transcript</a> <br/> View the <a href=https://www.fidelity.com/bin-public/600_Fidelity_Com_English/documents/learning-center/031726_Market-Sense_download.pdf>slides</a> <br/> Watch the <a href=https://www.fidelity.com/learning-center/live-pi?ccsource=031726podcast>video replay</a> <br/>

As tax‑filing season approaches, this episode of Market Sense takes a look at ways investors can manage taxes more effectively throughout the year. We walk through investments that can offer tax-advantaged passive income. We break down how strategies like direct indexing, tax‑loss harvesting, and thoughtful asset location can influence after‑tax outcomes. Plus, we’ll get you caught up on the latest market headlines in about 20 minutes. <br/> Click <a href=https://www.fidelity.com/direct-indexing/overview?ccsource=marketsenseCTA>here</a> to learn more about direct indexing and if this strategy is right for you. <br/> Read the <a href=https://media.fidelity.com/assets/Fidelity.com_VMS/324/495/031026_PODCAST_MarketSense.pdf>full transcript</a> <br/> View the <a href=https://www.fidelity.com/bin-public/600_Fidelity_Com_English/documents/learning-center/031026_Market-Sense_download.pdf>slides</a> <br/> Watch the <a href=https://www.fidelity.com/learning-center/live-pi?ccsource=031026podcast>video replay</a> <br/>

The headlines are moving fast, but this Market Sense special report will tackle the escalating conflict in Iran and what this new geopolitical risk could mean for the markets and the global economy. Our Fidelity leaders discuss the impact on oil prices, and how higher energy costs could affect consumers. We’ll also discuss why safe-haven assets like gold are climbing and how uncertainty is driving volatility across stocks and bonds. <br/> Bookmark the Fidelity Viewpoints Market Insights <a href=https://www.fidelity.com/viewpoints/market-and-economic-insights/market-volatility-overview?ccsource=marketsenseCTA>webpage</a> for the latest on market headlines and volatility. <br/> Read the <a href=https://media.fidelity.com/assets/Fidelity.com_VMS/550/647/030326_PODCAST_MarketSense.pdf>full transcript</a> <br/> View the <a href=https://www.fidelity.com/bin-public/600_Fidelity_Com_English/documents/learning-center/030326_Market-Sense_download.pdf>slides</a> <br/> Watch the <a href=https://www.fidelity.com/learning-center/live-pi?ccsource=030326podcast>video replay</a> <br/>

In a landmark ruling, The Supreme Court has struck down the sweeping global tariffs. On this episode of Market Sense, Fidelity leaders unpack the implications of this decision, explore possible next steps, and discuss what it could mean for the markets, the economy, and consumers. <br/> Bookmark the Fidelity Viewpoints Market Insights <a href=https://www.fidelity.com/viewpoints/market-and-economic-insights/market-volatility-overview?ccsource=marketsenseCTA>webpage</a> for the latest on market headlines and volatility. <br/> Read the <a href=https://media.fidelity.com/assets/Fidelity.com_VMS/215/263/022426_PODCAST_MarketSense.pdf>full transcript</a> <br/> View the <a href=https://www.fidelity.com/bin-public/600_Fidelity_Com_English/documents/learning-center/022426_Market-Sense_download.pdf>slides</a> <br/> Watch the <a href=https://www.fidelity.com/learning-center/live-pi?ccsource=022426podcast>video replay</a> <br/>