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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.
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.
Corporates face tougher ESG landscape
Companies continue to make progress towards their environmental, social, and governance goals. But it only gets harder from here.
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.
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.
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.
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.
Analyst Survey 2024: Company managers have moved on from inflation worries
Fidelity International’s 2024 annual Analyst Survey shows that many companies have moved on from worrying about inflation.
Chart Room: Cost deflation, China’s latest export
China’s undershooting post-pandemic recovery has stoked fears of deflation. Our Analyst Survey indicates that businesses are bracing for cost reductions.
Chart Room: Why ‘work from anywhere’ doesn’t work everywhere
Our ESG Analyst Survey indicates that WFH is viewed favourably by most companies around the world. But there is one very big exception to the WFH trend: China.
The Chinese character of sustainable investing
China hasn't gone as far in implementing sustainability principles as others. For investors, this should be both a call to action and a cause for optimism.
Government regulation will drive real change in ESG
One of the strongest messages communicated in this year’s ESG Survey is the effectiveness of government regulation in changing companies’ behaviour.
Mind the gap: Companies need to spend much more on net zero
Fidelity’s survey of our analysts on ESG issues delivers a home truth: there is a big gap between the action needed to deliver net zero and what is being done.
Analyst Survey 2023: Companies sticking with ESG - but one key blindspot remains
Companies are sticking with sustainability despite the economic turbulence. But there is still room for improvement - especially when it comes to biodiversity.
Analyst Survey 2023: China poised to lead expansion in Asia
China is entering the Year of the Rabbit poised to bound free from Covid lockdowns, and most Fidelity analysts expect it will be in expansion by end of 2023.
Analyst Survey 2023: Light at the end of the tunnel
Boards are in damage-control mode, yet Fidelity’s 2023 Analyst Survey shows more than half of analysts expect the business cycle to turn within the year.
Analyst Survey 2023: Companies prepare for a world after cheap financing
Companies prepare for a world after cheap financing
Chart Room: Employee welfare is still a priority
Companies’ recent push to focus on employee wellbeing is unlikely to fade, even as an economic downturn puts pressure on business
Chart Room: And the key disruptive tech of 2023 will be…
Automation and AI are expected to be the biggest disruptive forces boosting corporate profitability in 2023, according to Fidelity International analysts.
Analyst Survey 2023: Inflation relief in sight
Fidelity International's annual Analyst Survey suggests cost pressures for companies will peak by the end of the first quarter of 2023.
Fidelity Analyst Survey: Inflation starts to peak
November’s survey of Fidelity’s 150 sector analysts highlights the pain businesses and households are experiencing, but that inflation is already easing.
Analyst Survey: Cost pressures hit a plateau
Input cost inflation is starting to stabilise, according to the latest Fidelity International Analyst Survey, amid signs of demand destruction.
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
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.
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.
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.
Analyst Survey 2022: Region by region
Analyst Survey 2022: Region by region breakdown
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.
Analyst Survey 2022: Sector by sector
Confidence rises, but analysts expect significant differences across sectors.
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.
Analyst Survey 2022: Mind the roadblocks
Fidelity International Analyst Survey 2022: Mind the roadblocks
Chart Room: 2021’s long goodbye to transitory inflation
Five charts that show the inflationary impact of 2021’s reopening cycle
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.
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.
Key findings of Fidelity's ESG Analyst Survey explained
An audio digest with context and analysis of the results.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Analyst Survey 2021: Sector by sector
Fidelity International's analysts expect significant differences in the pace of individual sector recoveries.
Analyst Survey 2021: Analyst Q&A
Our analysts talk about the key trends in their respective sectors in the wake of Covid-19.
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.
Analyst Survey 2021: Counting down the days
Confidence is high despite the threat of new variants; ESG emphasis rises again.
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.
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 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.
July’s Fidelity International Pulse Survey: Falling costs find some support
July’s Fidelity International Pulse Survey: Falling costs find some support
Sustainability Report 2020: Analyst Pulse Survey
Society's big moment: Employee welfare and community impact are now key concerns.
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.
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.
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.
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.
Analyst Survey 2020: Sector by sector
Key findings from the 10 different sectors covered by the survey.
Analyst Survey 2020: Region by region
The key findings from the 10 different regions covered by the survey.
Analyst Survey 2020: A watershed year for ESG
ESG shoots up the corporate agenda in China and the US.
Analyst Survey 2020: Cycle, what cycle?
Economic cycles typically last several years, not entire decades. But this one is different.
Coronavirus: The grey swan
The spread of Coronavirus and its affect on the Analyst Survey.
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.
Podcast: Fidelity Analyst Survey 2019
Fidelity's heads of research go in-depth on the findings from this year's Fidelity Analyst Survey.
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.
The Analyst Survey: 16,000 company meetings into one big picture
Why the Fidelity Analyst Survey offers a unique perspective from the bottom up.
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.
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.
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.
Sector by sector: Analyst Survey 2019
Across 10 sectors, only healthcare analysts showed an improvement in sentiment from last year.
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.
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.
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.
In depth in eight minutes: what the Fidelity Analyst Survey reveals
Capex, China and ESG feature highly as the global sentiment indicator ticks up.
On the ground in China: automation and higher wages
Neil Gough explores a Chinese warehouse adapting to the future.
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.
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.
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