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.
Topics covered: • 2026 Investing opportunities & risks • Evolution of AI stocks • Fed leadership& rate cuts • Gold outlook • Bitcoin
00:00 Market Sense introduction 02:19 Venezuela & global markets 03:38 What drove strength in 2025? 05:58 Biggest potential driver for 2026? 07:52 Impact of cooling job market? 10:05 Tariff impact in 2026? 11:58 Bull market: room to run? 14:32 Are we in an AI bubble? 16:48 Technology looks like leadership 18:16 Biggest opportunities in 2026? 19:42 Biggest risks for 2026? 23:03 Diversification strategies 25:15 International outlook 26:45 Future of Fed rate cuts? 29:18 Opportunities in the bond market 31:28 Gold outlook 34:30 Bitcoin outlook 36:26 Ideas for cash in 2026 38:58 Lightning rounds 1-4
Questions? Drop them below 👇 and we’ll reply right in the comments.
Bookmark the Fidelity Viewpoints 2026 Investing Outlook page for the latest on market headlines, risks, opportunities, and ways to potentially safeguard your retirement. Fidelity.com/outlook
Views and opinions expressed in this webcast are those of the speakers. This discussion is for educational purposes and should not be considered investment advice. Fidelity does not provide legal or tax advice. The information herein is general in nature and should not be considered legal or tax advice.
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