OverviewWhat type of client are you?
Choose your location
Choose your location
Choose your location
Analyst Survey 2019: The key findings explained
Fidelity's heads of research evaluate the data from this year's Analyst Survey and show what the findings tell us about the year ahead.
Analyst Survey 2019: The Trump bump is over
Corporate concerns about the administration’s approach are mounting, and the net impact on companies is now expected to be negative.
Populism will change corporate purpose for good
For the first time, there is enough momentum behind it to move permanently from shareholder value maximisation to a more comprehensive, sustainable approach.
Retail's fall from grace: salutary lessons for real estate investors from the nation of shopkeepers
Fidelity believes UK retail real estate assets will see a fall in value of 20 to 70 per cent depending upon the nature and quality of the assets.
The DB-DC pensions shift is imminent. Its consequences will be dramatic.
When the majority of new pensioners will be drawing defined benefit pensions, many will be in for a rude awakening.
Practical approaches to getting comfortable with more risk
It is late in the current investment cycle and volatility is rising. For pension funds, this will require a comprehensive re-assessment of risk management.
Rethinking Asia allocations: The investment world's distorted view
Many global investors outside Asia are playing catch up with the region's structural potential even if risks and market valuations cannot be ignored.
What's so great about indices?
Such is the attraction of indices, they are almost regarded as sacred. But in finance, blind faith does not make for good guidance.
Pulling away: Inequality as an ESG risk
Wealth distribution, emerging threats to the status quo, and why inequality is turning into an important sustainability risk.
Sector by sector: Fidelity Analyst Survey 2018
From healthcare and industrials to IT, energy and telecoms: find the sector that interests you.
Region by region: Fidelity Analyst Survey 2018
Including views from analysts covering companies in the US, Europe, Asia, China and Japan - jump straight to your region.
In depth in eight minutes: what the Fidelity Analyst Survey reveals
Capex, China and ESG feature highly as the global sentiment indicator ticks up.
As good as it gets: corporate sentiment rises to new highs
Company executives are the most optimistic they've been in five years, reports Fidelity’s 2018 Analyst Survey.
The return of capex: growth across all sectors and regions
We expect CEOs to spend on adding capacity, deepening digitisation or embarking on renovation of plant and machinery.
Currency hedging: Testing the theory
Currency hedging: Testing the theory
Sting in the tail: why volatility may not be the best measure of risk for credit markets
Does it make sense to rely on volatility to assess risk? For bond investors, that could be a costly mistake.
Better calculation of real estate risk in a thriving market
As the real estate market remains extremely buoyant - in places worryingly so - investors need to think more critically about risks.
China's tricky tightrope: High debt levels don't spell gloom but China's magic wand is gone
Can Asia’s economic tiger save the cycle, or will its soaring debt bring the world’s economy down?
In depth in eight minutes: end of the cycle, explained
If you have only time for one thing, watch this video.
What are the signs? The evidence for and against a looming correction
Stretched valuations, peaking indicators, and central bankers starting to withdraw liquidity. Are we running out of road?
Show Results
This content is for investment professionals only.