Equity Investor

Baby boomers are set to pass on trillions of dollars to the next generations in the coming years. Much of it is expected to go to women. On this episode of Money Unscripted, Ally sits down with Alex Roca, the new host of Fidelity’s Women Talk Money show to answer women’s two biggest questions: Is it too late to get started and where should I put my next dollar? Hint: It’s never too late. From starting where you are to defining your priorities to keeping your saving and investing consistent, Alex has the tips you can use to focus on the big picture and help make your money work as hard as you do. 00:00 Welcome to Money Unscripted 00:26 Introducing Alex Roca, the new host of Fidelity’s Women Talk Money show. 02:32 What is the Great Wealth Transfer? 02:52 What do women want to consider in their financial planning? 03:37 What are the two biggest questions women ask about money? 05:06 Is it ever too late to start investing or build my financial plan? 06:01 Why is defining my priorities so important? 08:25 How can I build up my financial confidence? 11:06 What are the five keys to financial planning? Questions? Drop them below 👇 and we’ll reply right in the comments. Planning for women’s health costs: https://www.fidelity.com/learning-center/women-talk-money/planning-womens-health Fidelity Women Talk Money: https://www.fidelity.com/learning-center/women-talk-money/event-replays View all episodes here: https://www.fidelity.com/learning-center/money-unscripted. New episodes drop bi-weekly on Tuesdays. Have a comment or episode idea? We’d love to hear from you! Email us at moneyunscripted@fidelity.com. Be sure to follow, like, and share Money Unscripted! • To see more videos, subscribe on YouTube: https://www.youtube.com/fidelityinvestments • Follow Fidelity on Reddit: https://www.reddit.com/r/fidelityinvestments/ • Follow Fidelity on Instagram: https://www.instagram.com/fidelityinvestments • Follow Fidelity on TikTok: https://www.tiktok.com/@fidelityinvestments • Follow Fidelity on Facebook: https://www.facebook.com/fidelityinvestments/ • Follow Fidelity on LinkedIn: https://www.linkedin.com/company/fidelity-investments/ • Follow Fidelity on Discord: https://discord.gg/FidelityInvestments • Ask Fidelity on X: https://www.twitter.com/Fidelity © 2025 FMR LLC. All rights reserved. Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 1204825.2.0

After a disappointing jobs report, the markets are betting the Fed will cut interest rates in September. So, what does history tell us about rate cuts and how they affect the markets? On this episode of Market Sense, our Fidelity leaders discuss the chances of a rate cut in September and what it could mean for investors. Topics covered: • Federal Reserve • Interest Rate Cuts • Stocks & Bonds 00:00: Market sense introduction 02:02: When will we see tariff impact? 05:03: Rate cut for September? 07:26: What history says about rate cuts and the markets 09:13: Rate cut & potential for growth 10:55: Market pricing 12:48: Bond market/ 60/40 portfolio 15:14: Rate cut and inflation 18:07: International stocks 19:40: Potential opportunities 21:06: Future of the Fed Click here to check out our Market Sense homepage and sign up to watch us live every Tuesday at 2pm. https://www.fidelity.com/learning-center/live-PI?ccsource=marketsenseCTA And while you’re there, you can also sign up for the Viewpoints newsletter and try out our retirement savings calculator. Questions? Drop them below 👇 and we’ll reply right in the comments. • Like what you see? Register for the next event: • https://fidelityevents.com/Market-Sense?utm_campaign=YouTube • Subscribe to Fidelity Viewpoints: https://www.fidelity.com/signup/viewpoints_wkly • To see more videos, subscribe on YouTube: https://www.youtube.com/fidelityinvestments • Follow Fidelity on Reddit: https://www.reddit.com/r/fidelityinvestments/ • Follow Fidelity on Instagram: https://www.instagram.com/fidelityinvestments • Follow Fidelity on TikTok: https://www.tiktok.com/@fidelityinvestments • Follow Fidelity on Facebook: https://www.facebook.com/fidelityinvestments/ • Follow Fidelity on LinkedIn: https://www.linkedin.com/company/fidelity-investments/ • Follow Fidelity on Discord: https://discord.gg/FidelityInvestments • Ask Fidelity on X: https://www.twitter.com/Fidelity Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 DISCLAIMER: For workplace use, business to assume risk of promoting. 1218915.1.0 #GlobalTrade #InternationalStocks #MarketNews #BondMarket

What's a simple way to invest consistently? Dollar-cost averaging is a strategy that helps build healthy investing habits. In this video we’ll break down how it works, highlight its key benefits and potential watchouts, and show you how to set it up using recurring investing on Fidelity.com. 00:00 Intro 00:13 What is dollar-cost averaging? 00:38 How do you set up dollar-cost averaging? 00:50 What are recurring investments? 01:12 What are the benefits of dollar-cost averaging? 01:25 How can dollar-cost averaging help your money grow? 02:13 How can dollar-cost averaging help take emotion out of investing? 02:25 Timing the market vs. time in the market 02:53 How can dollar-cost averaging help lower the cost of investments? 03:15 What are some of the drawbacks of dollar-cost averaging? 03:47 How do you set up recurring investing? 03:57 Sign off Learn more about dollar-cost averaging here: https://www.fidelity.com/learning-center/trading-investing/dollar-cost-averaging Set up recurring investing here: https://www.fidelity.com/trading/recurring-investments Questions? Drop them below 👇 and we’ll reply right in the comments. • To see more videos, subscribe on YouTube: https://www.youtube.com/fidelityinvestments • Follow Fidelity on Reddit: https://www.reddit.com/r/fidelityinvestments/ • Follow Fidelity on Instagram: https://www.instagram.com/fidelityinvestments • Follow Fidelity on TikTok: https://www.tiktok.com/@fidelityinvestments • Follow Fidelity on Facebook: https://www.facebook.com/fidelityinvestments/ • Follow Fidelity on LinkedIn: https://www.linkedin.com/company/fidelity-investments/ • Follow Fidelity on Discord: https://discord.gg/FidelityInvestments • Ask Fidelity on X: https://www.twitter.com/Fidelity 1201168.2.0 #Investing #Fidelity #Money #Dollarcostaveraging #RecurringInvesting

Parents in the US pay an average of $11,582 per year for child care for children under the age of 15. And private equity sees an opportunity, by racing to consolidate independent daycares. Easy access to capital propels their growth, but child care experts warn that debt‑loaded roll‑ups drive teacher turnover and can implode suddenly, wiping out the access they seek to provide in large numbers. Vermont’s new publicly funded program is an example of a model that works - a payroll tax and disclosure of child care center ownership to provide access to those who need it. -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ More from Bloomberg: Bloomberg Radio: https://twitter.com/BloombergRadio Bloomberg Surveillance: https://twitter.com/bsurveillance Bloomberg Politics: https://twitter.com/bpolitics Bloomberg Originals: https://twitter.com/bbgoriginals Watch more on YouTube: Bloomberg Technology: https://www.youtube.com/@BloombergTechnology Bloomberg Originals: https://www.youtube.com/@business Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts

AGF Investments’ senior analyst Lazar Naiker on the outperformance of the aerospace and defense sector so far this year Chapters: 00:00 Intro & Title 00:08 How has the global aerospace and defense sector performed so far in 2025? 00:37 Why is Europe potentially fertile ground for the aerospace and defense sector? 01:20 How might shifting U.S. priorities impact aerospace and defense stocks? 01:47 What might investors potentially expect in terms of new technologies and innovations within the aerospace and defense sector? 02:48 Disclaimer

In this episode of PIMCO Pod, we discuss how systematic equity strategies and disciplined diversification can help multi-asset portfolios thrive in unpredictable markets.  The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific PIMCO or other security, strategy, product or service. Past performance is not a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures

Learn what the next phase in liability-driven investing (LDI) looks like, and see what trends are driving the evolution. CORP-12712 date of first use: feb 2025

Group CIO Dan Ivascyn explains why volatility is creating a target-rich environment in fixed income, and how to build a resilient portfolio that capitalizes on opportunities across public and private markets. Follow us for insights on economies, markets and investing: Twitter: https://twitter.com/pimco LinkedIn: http://www.linkedin.com/company/pimco Facebook: http://www.facebook.com/pimco Blog: http://blog.pimco.com Terms and conditions: pimco.com/socialmedia