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Get real: 2024 and the need for income
For the first time in years, the interest available on cash deposits is tempting. However, parking money in ultra-defensive options comes with its own risks.
Key findings of Fidelity's ESG Analyst Survey explained
An audio digest with context and analysis of the results.
Fidelity Analyst Survey: Company debt may have peaked already
While most analysts expect debt levels at their companies to stay the same or fall next year, it is becoming a greater factor in management decision making.
Chart Room: Some sectors may be set for a margin squeeze
The latest reading from our monthly analyst survey shows which companies are struggling with inflationary pressure but also weaker pricing power.
Fidelity Analyst Survey: Sentiment improves again but could be nearing plateau
October’s survey of Fidelity International’s analysts reveals that sentiment and leading indicators are once again incrementally better than last month.
Analyst Survey podcast: The world catches up with China
Listen to the latest Analyst Survey podcast to hear what Fidelity's almost 150 analysts saying about the state of the corporate world.
Sustainability Report 2020: Analyst Pulse Survey
Society's big moment: Employee welfare and community impact are now key concerns.
Defying gravity: How long can monetary-driven markets ignore economic reality?
How long can central bank stimulus enable markets to defy gravity from Covid-19 reality?
Fidelity International Pulse Survey: Society’s big moment
Fidelity International's May survey of 145 analysts found that the Covid-19 crisis is focusing companies' attention on social issues.
Chart Room: Fidelity analysts expect longer disruptions from Covid-19
Chart Room: Fidelity analysts expect longer disruptions from Covid-19
Fidelity Pulse Survey: The coming solvency squeeze
The global shutdown will put a significant dent in corporate earnings this year, according to 150 Fidelity analysts surveyed this month.
Downgrade risks when zombies become fallen angels
The high yield bond market prepares for an influx of downgraded investment grade debt.
Fidelity analysts say China will lead recovery from virus
Fidelity analysts say China will lead recovery from virus
Analyst Survey 2020 podcast: The findings discussed
Hear our experts dissect the findings of Fidelity's annual Analyst Survey and the forecasts of more than 150 analysts across the world.
No pain, no gain: Chinese defaults are rising and recovery rates are falling
Part of a white paper offering in-depth research on defaults in China - why they are happening and what investors should do about it.
Contractualised income: Low risk, not no risk
A forward-looking assessment of business risk is needed when investing in long-term secure income assets.
An appeal to optimism: The opportunity of the uncertainty premium
The demand for safety since the financial crisis has created an uncertainty premium that investors with a little optimism can take advantage of.
A bottom-up approach to factor investing in corporate bonds
An introduction to Fidelity's ground-breaking approach to factor investing in fixed income
The challenge of investing sustainably in sovereign debt
Engaging with sovereigns is much harder than with companies. But it is well worth the effort for investors and governments.
The Analyst Survey: 16,000 company meetings into one big picture
Why the Fidelity Analyst Survey offers a unique perspective from the bottom up.
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.
Brexit vote: Next steps
What next for Brexit after Prime Minister Theresa May's historic defeat?
A troubled marriage to tech
Investors are married to the tech story whether they like it or not
The next recession: zombie killer
Zombie companies have grown in number since the financial crisis. The next recession should kill them off.
Standing on demographic fault lines: The impact of population changes
We explore how policymakers in Saudi Arabia, China and Japan are seeking to address their radically different demographic challenges.
The future of retirement won't be a cliff-edge goodbye to work
Retirement is a recent concept, and is bound to change as older people live longer and remain more active. The corporate world will have to follow suit.
Lifting the lid on fixed income asset allocation models
This article explain's the quantitative model we use to guide our asset allocation decisions in fixed income
Five entrenched biases in the institutional real estate market
Professional investors in commercial real estate markets are not immune from investing mistakes rooted in cognitive biases.
Asia is not a monolith. Be selective to capture value.
Asset managers need to be more selective in where and how they invest in Asia if they want to continue capturing value.
Why some investors are shifting allocation from EMD to Asia fixed income
Some fixed income investors are increasing their allocations to Asian debt in search of an improved risk–return profile.
ESG and performance in 7 charts
Definitive answers are hard to come by but aggregating the research shows a positive relationship between ESG and financial performance.
Longer cycle, shorter horizons: Governance at the end of the cycle
Why extra scrutiny of corporate governance, especially capital deployment decisions, is necessary towards the end of the cycle.
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