It’s half time – and time for you to come up with a game plan for the second half! Join our roundtable of Fidelity professionals for an indepth conversation about the state of the economy, inflation, the bull market, and when the Fed might cut rates. Plus, we’ll address our top viewer questions on geopolitics, the US presidential election, and more. Learn about key risks and opportunities to help best position your portfolio for the remainder of 2024.

00:00: Intro
01:26 Where is the U.S. economy?
03:16 How much longer could the bull market last?
06:30 Portfolio implications
08:10 Inflation outlook
11:30 When will the Fed cut rates?
14:38 Investment considerations
17:33 2024 election
19:27 Elections and the markets
22:10 Portfolio positioning in an election year
24:12 Global opportunities
26:20 Investing internationally vs. domestically
28:04 Potential investing opportunities
32:10 Potential risks
41:49 Lightning round!

Questions? Drop them below and we’ll reply right in the comments.

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DISCLAIMER: For workplace use, business to assume risk of promoting. Note for Legal: Production team always adds this disclosure line onscreen at the show start: Views and opinions expressed in this webcast are those of the speakers. This discussion is for educational purposes and should not be considered investment advice. Fidelity does not provide legal or tax advice. The information herein is general in nature and should not be considered legal or tax advice.

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