Market Insights: Rate Cuts, Strong Profits, and a Trade Truce
Dirk Hofschire and Lars Schuster discuss how strong corporate earnings, AI-driven growth, and shifting Fed policy are shaping a resilient market. Recorded on October 30, 2025.
Denise Chisholm and her guest, Emma Zohner, explore how Fed rate cuts, strong profits, and proprietary ESG models are shaping market sentiment and sustainable investing. Recorded on 9/25/2025.
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25:22
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25:22
Market Insights: Navigating Cross-Currents: Yields, Fiscal Risks, and Fed Policy
Dirk Hofschire, CFA, and Lars Schuster discuss rising long-term yields, shifting investor dynamics, and the Fed’s policy outlook amid growing fiscal pressures. Recorded September 3, 2025.
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15:00
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15:00
Market Insights: Revisions, Confidence, and the Secular Bull Market
Dirk Hofschire, CFA, and Lars Schuster discuss rising long-term yields, shifting investor dynamics, and the Fed’s policy outlook amid growing fiscal pressures. Recorded September 3, 2025.
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15:41
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15:41
Market Insights: Managed futures and the new tax bill
Denise Chisholm is joined by Fidelity portfolio manager, Rob Croce, to discuss the equity market outlook, the reconciliation bill, and the role of alternative investments—including Fidelity’s new managed futures fund. Recorded on July 21, 2025.
Colombia