Market Insights

• Market Insights: Tech Leadership, Sentiment Signals, and the Quant Edge

  Denise Chisholm and Fidelity’s Anthony Zhu discuss tech fundamentals vs. the 2000 bubble, what low sentiment could mean for markets, and how quant strategies aim to uncover alpha and manage risk. Recorded Nov. 20, 2025.

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  19:26

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  19:26
• Market Insights: Finding Alpha in Unpredictable Markets

  Denise Chisholm and Ramona Persaud unpack tech sector resilience, volatility-driven investing, and the power of risk-sensitive strategies to deliver smoother, more durable returns. Recorded on October 27, 2025. Morningstar disclosure available here.

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  26:19

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  26:19
• 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.

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  17:25

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  17:25
• Market Insights: Fed Moves, Earnings Growth & ESG Innovation

  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

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