2025 Outlook: Economy, Trump Administration & More | Market Sense | Fidelity Investments

A new year brings a new president, potentially new policies, and a new opportunity to revisit your investing strategy. Join our roundtable of Fidelity professionals as we prep our portfolios for 2025. We’ll take an in-depth look at the risks and opportunities that come with changing interest rates, and the market segments that could shine in the new year. Plus, we’ll answer all your top questions about market momentum, the growing national debt, and geopolitics.
02:00: State of the Economy
04:08: Stock Forecast
07:47: Positioning Your Portfolio for 2025
09:04: Fed Forecast
11:57: Presidential Policy and the Economy
12:42: Presidential Policy and Portfolios
14:05: Potential Impact of Tax Cuts
16:40: Potential Impact of Tariffs
18:42: European Policymakers Thoughts on U.S. Tariffs
19:52: Tariffs and International Markets
21:39: Immigration Policy and the Economy
23:43: Geopolitical Risk
25:46: Portfolios and Global Conflicts
27:28: Longer-term Rates Outlook
28:38: Role of Bonds in a Portfolio
33:48: Lightning Round: Surprises, Unknowns, Risks, Opportunities
Questions? Drop them below 👇 and we’ll reply right in the comments.
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[@CC-hk6vy]

I listen to this podcast on spotify, great to see everybody know on youtube. This is a great episode and I always enjoy hearing Market sense, it is on my calendar every week.

[@Whatspp-m-e]

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🙏Big thanks🎉

[@henriquezfamily5135]

Thank you for the information, the more you do this, it helps the retail investor become a better investor💯🤩

[@Whatspp-m-e]

𝕟𝕦𝕞𝕓𝕖𝕣+¹⁷⁴👍👍⁷²⁸⁰👍👍²³⁸⁹🇺🇲🇺🇲🇺🇲🇺🇲🇺🇲🇺🇲👍👍👍👍🏼👍👍👍👍👍大家都這樣
🙏Big thanks🎉

[@ronnieschnell4992]

So far everyone is talking out of both sides of their mouth, Tariffs seem to be the topic of the year. I thought this discussion was going to have some financial substance. I was obliviously wrong.

[@b.d.1379]

I've never met a financial advisor that doesn't talk out of both sides of their mouth. It's the nature of finance.

[@Whatspp-m-e]

𝕟𝕦𝕞𝕓𝕖𝕣+¹⁷⁴👍👍⁷²⁸⁰👍👍²³⁸⁹🇺🇲🇺🇲🇺🇲🇺🇲🇺🇲🇺🇲👍👍👍👍🏼👍👍👍👍👍大家都這樣
🙏Big thanks🎉

[@Eric-wc7lx]

What’s different from the past with inverted yield curve? Massive government deficit spending. We stole from our kids and grandkids.

[@Whatspp-m-e]

𝕟𝕦𝕞𝕓𝕖𝕣+¹⁷⁴👍👍⁷²⁸⁰👍👍²³⁸⁹🇺🇲🇺🇲🇺🇲🇺🇲🇺🇲🇺🇲👍👍👍👍🏼👍👍👍👍👍大家都這樣
🙏Big thanks🎉

[@Kep19901]

You ladies are gorgeous.

[@Whatspp-m-e]

𝕟𝕦𝕞𝕓𝕖𝕣+¹⁷⁴👍👍⁷²⁸⁰👍👍²³⁸⁹🇺🇲🇺🇲🇺🇲🇺🇲🇺🇲🇺🇲👍👍👍👍🏼👍👍👍👍👍大家都這樣
🙏Big thanks🎉

[@fidelityinvestments]

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