Analyst Survey 2024: Ready for a reset
26 January 2024
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.