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Ben Traynor
Article 3 min read

Tracking the transition

ESG Analyst Survey finds signs of year-on-year progress towards net zero, but there’s a long way to go.

Ben Traynor | 28 June 2022

Patrick Graham
Article 5 min read

In for the long haul on engagement

From sustainable air fuel to workers’ rights and deforestation, our engagements with companies show the conversation on climate and sustainability deepening.

Patrick Graham | 28 June 2022

Jenn-Hui Tan
Article 3 min read

Turning the tanker: Keeping the ESG revolution moving

The debate around sustainable investing has intensified. Our 2022 ESG Analyst Survey provides signs of how companies are making progress, but more is needed.

Jenn-Hui Tan | 28 June 2022

Gita Bal
Article 5 min read

Corporates weigh the cost of long-term Russia exits

Our latest Fidelity International Analyst Survey suggests that for many companies Russia may be un-investable for years to come

Gita Bal + 2 others | 5 May 2022

Ben Li
Article 7 min read

Re-globalisation in the age of Asia's supply chain crunch

Even the best-laid plans across the global manufacturing industry haven’t kept pace with a swiftly evolving siege of pressures on supply chains.

Ben Li + 5 others | 28 April 2022

Yi Hu
Article 3 min read

Analyst Survey 2022: China goes its own way

After being "first in, first out" of the pandemic, China is showing signs of weaker management confidence.

Yi Hu | 18 February 2022

Chuin Wei Yap
Article 3 min read

Analyst Survey 2022: Japan outlook is still positive but cycle is maturing

Managements at Japanese firms are largely positive but the country may be further on in the cycle than elsewhere.

Chuin Wei Yap | 18 February 2022

Yi Hu
Article 7 min read

Analyst Survey 2022: Region by region

Analyst Survey 2022: Region by region breakdown

Yi Hu + 1 other | 18 February 2022

Gita Bal
Article 5 min read

Analyst Survey 2022: Inflation is back, but will it last?

Analysts expect price pressures to be higher in 2022, posing risks businesses haven't seen for over a decade.

Gita Bal + 1 other | 18 February 2022

Patrick Graham
Article 8 min read

Analyst Survey 2022: Sector by sector

Confidence rises, but analysts expect significant differences across sectors.

Patrick Graham | 18 February 2022

Jenn-Hui Tan
Article 4 min read

Analyst Survey 2022: Reality bites for ESG

Analysts report a growing emphasis on ESG but companies are starting to realise the scale of the challenge ahead.

Jenn-Hui Tan + 1 other | 18 February 2022

Fiona O'Neill
Article 5 min read

Analyst Survey 2022: Mind the roadblocks

Fidelity International Analyst Survey 2022: Mind the roadblocks

Fiona O'Neill + 3 others | 18 February 2022

Ben Traynor
Blog 3 min read

Chart Room: 2021’s long goodbye to transitory inflation

Five charts that show the inflationary impact of 2021’s reopening cycle

Ben Traynor | 16 December 2021

Terry Raven
Article 3 min read

Carbon pricing is coming but watch out for greenflation

Carbon pricing is an inescapable tool in the race to net zero, according to Fidelity International’s latest Analyst Survey.

Terry Raven + 2 others | 27 October 2021

Terry Raven
Article 2 min read

ESG Analyst Survey 2021: Net zero opportunities now outweigh risks

Our survey of 151 Fidelity analysts reveals that the path to net zero now offers some sectors more opportunities to profit.

Terry Raven + 1 other | 29 July 2021

Sebastian Morton-Clark
Podcast 38 min listen

Key findings of Fidelity's ESG Analyst Survey explained

An audio digest with context and analysis of the results.

Sebastian Morton-Clark + 4 others | 14 June 2021

Sebastian Morton-Clark
Video 4 min watch

Analysts tell the stories behind the ESG Survey data

Three of Fidelity's analysts show how the numbers reveal the headlines of the ESG survey.

Sebastian Morton-Clark + 3 others | 14 June 2021

Yi Hu
Article 5 min read

Many hands can make ESG work

Collaborative engagement by investors can be a more effective way to persuade companies to act sustainably, yet the practice is far from common.

Yi Hu | 14 June 2021

Ben Traynor
Article 5 min read

Why we need a global ESG standard

To get a true picture of a company’s sustainability credentials, corporates and investors must adopt a consistent global ESG standard.

Ben Traynor | 14 June 2021

Terry Raven
Article 5 min read

Transition tailwinds power net zero opportunities

Fidelity International's analyst survey shows that there are now more low-carbon opportunities than risks, but action is needed on emissions.

Terry Raven + 2 others | 14 June 2021

Terry Raven
Article 2 min read

Chart Room: Fidelity analysts expect inflationary pressures to keep rising for now

Inflationary pressures are picking up, according to Fidelity International’s latest monthly analyst survey.

Terry Raven + 1 other | 3 June 2021

Terry Raven
Blog 2 min read

Chart Room: Energy and industrials sectors to bounce back in 2021

Revenue growth this year could be strongest in the sectors worst affected by Covid-19, according to Fidelity International’s latest monthly analyst survey.

Terry Raven + 1 other | 1 April 2021

Jenn-Hui Tan
Blog 1 min read

Chart Room: Corporate ESG focus reverts to pre-Covid priorities

An economic rebound could bring with it a reversion to pre-pandemic priorities in environmental, social and governance (ESG) factors.

Jenn-Hui Tan | 11 March 2021

Yi Hu
Article 3 min read

China sentiment points to sustained lead in global recovery

Management confidence at Chinese companies is notably higher about the year ahead, as China stages a “first in, first out” recovery from the Covid-19 crisis.

Yi Hu | 1 March 2021

Bob Chen
Article 2 min read

Deep dive on Japan: exporters bolstered by China recovery

Earnings and margins set to grow among Japanese exporters, especially those with large exposure to China.

Bob Chen | 1 March 2021

Bob Chen
Article 8 min read

Analyst Survey 2021: Region by region

Here we look at what Fidelity International's analysts say will be the prevailing regional trends over the next 12 months.

Bob Chen + 1 other | 1 March 2021

Amber Stevenson
Article 7 min read

Analyst Survey 2021: Sector by sector

Fidelity International's analysts expect significant differences in the pace of individual sector recoveries.

Amber Stevenson | 1 March 2021

Amber Stevenson
Article 6 min read

Analyst Survey 2021: Analyst Q&A

Our analysts talk about the key trends in their respective sectors in the wake of Covid-19.

Amber Stevenson + 1 other | 1 March 2021

Jenn-Hui Tan
Article 4 min read

Analyst Survey 2021: Race is on to achieve net zero

Europe is leading the race to net zero, but other regions could catch up as sustainability climbs the agenda in North America.

Jenn-Hui Tan + 1 other | 1 March 2021

Terry Raven
Article 6 min read

Analyst Survey 2021: Counting down the days

Confidence is high despite the threat of new variants; ESG emphasis rises again.

Terry Raven + 2 others | 1 March 2021

Gita Bal
Article 4 min read

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.

Gita Bal + 3 others | 26 November 2020

Gita Bal
Article 5 min read

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.

Gita Bal + 2 others | 27 October 2020

Terry Raven
Blog 5 min read

Analyst Pulse Survey: Companies are restructuring, but are they resilient?

Certain sectors will need to do more to be resilient in the face of diminishing government support and possible infection rate rises.

Terry Raven + 2 others | 17 September 2020

Martin Dropkin
Blog 4 min read

July’s Fidelity International Pulse Survey: Falling costs find some support

July’s Fidelity International Pulse Survey: Falling costs find some support

Martin Dropkin + 2 others | 16 July 2020

George Watson
Article 2 min read

Sustainability Report 2020: Analyst Pulse Survey

Society's big moment: Employee welfare and community impact are now key concerns.

George Watson | 14 July 2020

Fiona O'Neill
Article 5 min read

Fidelity International Pulse Survey: 10 months of disruption remain

Fidelity International’s June survey of 149 analysts finds that activity in most sectors and regions is expected to return to a stable level in under a year.

Fiona O'Neill + 2 others | 18 June 2020

Martin Dropkin
Article 5 min read

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.

Martin Dropkin + 2 others | 18 May 2020

Martin Dropkin
Article 3 min read

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.

Martin Dropkin + 2 others | 14 April 2020

George Watson
Article 3 min read

Fidelity analysts say China will lead recovery from virus

Fidelity analysts say China will lead recovery from virus

George Watson | 13 March 2020

Richard Edgar
Podcast 29 min listen

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.

Richard Edgar + 3 others | 13 February 2020

Bob Chen
Article 12 min read

Analyst Survey 2020: Sector by sector

Key findings from the 10 different sectors covered by the survey.

Bob Chen | 13 February 2020

Adnan Siddique
Article 8 min read

Analyst Survey 2020: Region by region

The key findings from the 10 different regions covered by the survey.

Adnan Siddique | 13 February 2020

Jenn-Hui Tan
Article 4 min read

Analyst Survey 2020: A watershed year for ESG

ESG shoots up the corporate agenda in China and the US.

Jenn-Hui Tan + 1 other | 13 February 2020

Sophie Brodie
Article 5 min read

Analyst Survey 2020: Cycle, what cycle?

Economic cycles typically last several years, not entire decades. But this one is different.

Sophie Brodie | 13 February 2020

Ben Moshinsky
Blog 2 min read

Coronavirus: The grey swan

The spread of Coronavirus and its affect on the Analyst Survey.

Ben Moshinsky | 13 February 2020

Raji Menon
Article 6 min read

Region by region: Analyst Survey 2019

Looking at the Analyst Survey by region shows some striking common themes emerge, particularly around declining confidence and ebbing bullishness.

Raji Menon + 3 others | 22 February 2019

Richard Edgar
Podcast 25 min listen

Podcast: Fidelity Analyst Survey 2019

Fidelity's heads of research go in-depth on the findings from this year's Fidelity Analyst Survey.

Richard Edgar + 2 others | 22 February 2019

Vanessa Glennie
Article 5 min read

ESG now pervasive in Europe and growing in China

Environmental, Social and Governance issues (ESG) continue to grow in importance at the companies our analysts cover.

Vanessa Glennie | 22 February 2019

George Watson
Blog 3 min read

The Analyst Survey: 16,000 company meetings into one big picture

Why the Fidelity Analyst Survey offers a unique perspective from the bottom up.

George Watson | 22 February 2019

Benjamin Moshinsky
Article 6 min read

Fidelity Analyst Survey 2019: The end of optimism

An overview of the responses to Fidelity's 2019 Analyst Survey points to a slowdown in growth for many industries, but no imminent recession.

Benjamin Moshinsky | 22 February 2019

George Watson
Article 4 min read

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.

George Watson + 1 other | 22 February 2019

Neil Gough
Article 4 min read

Analyst Survey 2019: China's slowdown, seen from the ground

Sentiment towards China for the year ahead is more downbeat than for other geographies but there are some pockets of brightness.

Neil Gough | 22 February 2019

Ben Moshinsky
Article 13 min read

Sector by sector: Analyst Survey 2019

Across 10 sectors, only healthcare analysts showed an improvement in sentiment from last year.

Ben Moshinsky + 1 other | 22 February 2019

Richard Edgar
Podcast 14 min listen

Analysts lift the lid on their sectors’ optimism

Experts from consumer industries, industrials and IT explain why we're seeing the sunniest Analyst Survey in years.

Richard Edgar | 21 February 2018

Grethe Schepers
Article 12 min read

Sector by sector: Fidelity Analyst Survey 2018

From healthcare and industrials to IT, energy and telecoms: find the sector that interests you.

Grethe Schepers + 1 other | 20 February 2018

Grethe Schepers
Article 10 min read

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.

Grethe Schepers + 3 others | 20 February 2018

Adnan Siddique
Article 4 min read

ESG enters the boardroom

For the first time, a majority of analysts find their companies are taking ESG more seriously, according to the Fidelity Analyst Survey.

Adnan Siddique | 20 February 2018

Michael Sayers
Video 8 min watch

In depth in eight minutes: what the Fidelity Analyst Survey reveals

Capex, China and ESG feature highly as the global sentiment indicator ticks up.

Michael Sayers + 2 others | 20 February 2018

Neil Gough
Video 7 min watch

On the ground in China: automation and higher wages

Neil Gough explores a Chinese warehouse adapting to the future.

Neil Gough | 20 February 2018

Grethe Schepers
Article 5 min read

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.

Grethe Schepers | 20 February 2018

Grethe Schepers
Article 5 min read

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.

Grethe Schepers | 20 February 2018

Raji Menon
Article 3 min read

Analyst Survey sees upward pressure on costs and wages - but not on prices

The Fidelity Analyst Survey sees cost and wage pressures starting to increase in the next 12 months.

Raji Menon | 20 February 2018

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