Andrew Marchese, Chief Investment Officer and Portfolio Manager, shares his perspectives on global equities and the forces shaping markets for the rest of 2026. Andrew will unpack what’s driven returns so far, where opportunities and risks are emerging and how investors should be thinking about positioning as the year unfolds.

Andrew Marchese, Fidelity Chief Investment Officer and Portfolio Manager, analyzes the macro outlook and market dynamics that may shape the investment environment in 2026. Join Andrew as he discusses his key considerations for portfolio strategy and risk assessment in a shifting landscape.