Three Fidelity ETFs offer exposure to compelling themes: quality, dividends, and emerging markets.As we wrap up 2025 and head into 2026, equities are still in control, but it's been a very narrow group of them leading the way. Over the past three years, technology and communication services, home of most of the "Magnificent Seven" stocks, have been the unquestioned leaders of the stock market rally. The artificial intelligence (AI) boom has certainly supported a lot of those gains, but it's looking like the ...

We don't yet know, but we know that ETFs were pointing towards fractional gains at the opening bell. Do you feel as though we have strength going into the year end. >> Uh, we have modest strength.I'm not expecting a strong surge overall. It's been a really nice kind of market reaction for 2025. Uh, but I do think though that going into 2026, one needs to be a little bit more cautious about the type of risk that they put in their portfolio.>> And that takes us to your word of the day, which is an interesting ...

The performance gap between high-quality U.S. equities and the broader market has widened, reaching levels last seen during the dot-com boom.The S&P 500 Quality Index (SPXQUP)—a benchmark that screens companies based on strong balance sheets, high return on equity, and stable earnings growth—has lagged the S&P 500 by more than 11% over the past six months.The last time this extreme divergence was seen was in April 1999. When it snapped back, it rallied to the other extreme, reaching a positive 20.6% by Dece ...

The performance gap between high-quality U.S. equities and the broader market has widened, reaching levels last seen during the dot-com boom.The S&P 500 Quality Index (SPXQUP)—a benchmark that screens companies based on strong balance sheets, high return on equity, and stable earnings growth—has lagged the S&P 500 by more than 11% over the past six months.The last time this extreme divergence was seen was in April 1999. When it snapped back, it rallied to the other extreme, reaching a positive 20.6% by Dece ...

It's Richard Bernstein, CEO and chief investment officer of Richard Bernstein Adviserss joins me. Okay, so basically you're positioning for a pause. Why is that.>> So Contessa, I think people have forgotten what the Fed's role actually is in the economy and that the Fed does not directly touch the economy. If the Fed is cutting rates, they do so explicitly to lower the cost of funding for banks, which the Fed hopes, keyword hopes will spur more lending, which they hope, again, that word will will spur more ...

Core Insights - Investors are currently focused on AI, but companies with robust earnings and strong balance sheets are also expected to perform well [1] Group 1 - The enthusiasm for AI among investors is significant, indicating a trend towards technology-driven investments [1] - Companies that demonstrate strong financial health, including solid earnings and balance sheets, are likely to attract investor interest [1]