Skip Header

Choose your location

Fidelity
Answers

Analyst Survey 2024: Ready for a reset

By Richard Edgar Editor in Chief

The articles below are a distillation of our analysts’ observations formed not just from scrutinising company reports but from an extraordinary 20,000 company meetings a year. You may notice as you read them how the survey complements and contrasts with top-down views of financial markets and macro-economics. The depth and breadth of the analysts’ knowledge is astounding and, as this material sets out, their collective wisdom is a powerful predictive tool. Fidelity’s investment team relies on it and I hope you find it useful too.

The articles below are a distillation of our analysts’ observations formed not just from scrutinising company reports but from an extraordinary 20,000 company meetings a year. You may notice as you read them how the survey complements and contrasts with top-down views of financial markets and macro-economics. The depth and breadth of the analysts’ knowledge is astounding and, as this material sets out, their collective wisdom is a powerful predictive tool. Fidelity’s investment team relies on it and I hope you find it useful too.

Analyst Survey 2024: Ready for a reset
Analyst Survey 2024: Ready for a reset

The past two years have been marked by a fear of how bad the first sustained slowdown since 2008 might become. Our annual survey offers hopeful signs.

A company meeting every 10 minutes
A company meeting every 10 minutes

The Fidelity Analyst Survey draws on our global research team's knowledge to help you form a view on how business will fare in the next few months.

Optimism balloons from Japan’s reflating economy
Optimism balloons from Japan’s reflating economy

Japan leads the world on bullish sentiment in this year’s Analyst Survey as its economy enters a reflating stage unique among developed nations.

China: The fragile recovery continues
China: The fragile recovery continues

Economic stimulus and low borrowing costs are proving supportive to most Chinese companies. But sluggish demand is dampening management sentiment for 2024.

Corporates face tougher ESG landscape
Corporates face tougher ESG landscape

Companies continue to make progress towards their environmental, social, and governance goals. But it only gets harder from here.

Rich Pickings: Analyst Survey 2024 - ready for a reset
Rich Pickings: Analyst Survey 2024 - ready for a reset

Richard Edgar is joined by a panel of Fidelity International experts to discuss the results of the 2024 Analyst Survey.

Chart Room: Who’s afraid of the large language model?
Chart Room: Who’s afraid of the large language model?

After a breakthrough year of hype and high investment, Fidelity’s annual Analyst Survey answers some of the questions about AI from on the ground.

More editions