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Regulation: The wild card in the game of net zero
Fidelity analysts call for more support and long-term planning from policymakers to aid companies’ transition efforts.
Non-labour costs rising - but don’t panic yet
An early warning sign that foreshadowed rises in consumer price inflation post-Covid has resurfaced. But the economic backdrop, is different today.
Chart room: Bubble trouble? Not yet, say Fidelity analysts
Our latest monthly survey shows analysts are not worried about company valuations - yet.
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.
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.
Chart Room: Struggling consumers weigh on corporate sentiment
Fidelity International’s latest monthly analyst survey shows a continued decline - and in some regions a sharp deterioration - in corporate sentiment.
Fidelity Analyst Survey: Cost rises are back in play
Fidelity’s latest survey of company analysts shows labour cost pressures still are not easing.
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.
Chart Room: Reopened for business, but now what?
Fidelity International’s latest monthly analyst survey shows a continued decrease in management sentiment, headlined by declines among Chinese companies.
Chart Room: Sentiment turns positive, but can it hold?
Chart Room: Sentiment turns positive, but can it hold?
Trade Offs | Serco: Social contracts and the scrutiny of public markets
Keeping investor and public relations on an even keel is no mean feat for Serco CEO Rupert Soames. Especially when ESG investing is added to the mix.
Rich Pickings podcast: Analyst Survey 2023 - Light at the end of the tunnel
Fidelity's experts join Richard Edgar to dig through the findings of the 2023 Analyst Survey.
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.
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
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.
Chart Room: Global sentiment sinking fast
Fidelity International analysts detect growing signs of recession by year’s end.
The ingredients are there for a wage-price spiral
After the surge in inflation, will wages follow? Our analysts think they will.
Titanium and planes: Ukraine conflict spells new hit for global supply chains
The invasion of Ukraine and lockdowns in Asia signal more disruption for corporate supply chains, just as companies thought they were recovering from Covid-19
Rich Pickings podcast: Tectonic shifts - mapping the disruption to economies and supply chains
Rich Pickings podcast: Tectonic shifts - mapping the disruption to economies and supply chains
Chart Room: Ukraine war adds to inflation and brings further supply chain woes
As the appalling human cost of the war in Ukraine continues to grow, the knock-on effects for the global economy are also becoming clearer.
Analyst Survey results and investment implications
Our experts discuss the results of this year's Analyst Survey and explore the implications for investors.
Analyst Survey 2022: Mind the roadblocks
Fidelity International Analyst Survey 2022: Mind the roadblocks
July’s Fidelity International Pulse Survey: Falling costs find some support
July’s Fidelity International Pulse Survey: Falling costs find some support
Proprietary ESG ratings prove their worth
Businesses that perform well on sustainability were more resilient during the Covid-19 crash.
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.
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.
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