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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.
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.
Rich Pickings podcast: Higher rates - is the transmission mechanism broken... or just delayed?
Richard Edgar is joined by Fidelity experts to discuss if the transmission mechanism of central bank rate setting is broken, or just delayed.
Fidelity Analyst Survey: Cost rises are back in play
Fidelity’s latest survey of company analysts shows labour cost pressures still are not easing.
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.
Rich Pickings podcast: Looking for cracks in the system after SVB
After the collapse of Silicon Valley Bank, Richard Edgar is joined by some of Fidelity's experts to discuss the fallout.
Trade Offs | Bunge: The price of sustainable agriculture
Bunge CEO Greg Heckman tells us how his company looks to answer some of the most pressing questions around sustainability and food security.
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: Companies prepare for a world after cheap financing
Companies prepare for a world after cheap financing
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.
Ratings 2.0: Fidelity’s sustainability ratings now doubly material
We talk to one of Fidelity's analysts about how they are using the new version of our proprietary sustainable ratings
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.
Chart Room: Expectations around rising input costs are starting to moderate
Chart Room: Expectations around rising input costs are starting to moderate
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
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: 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: Mind the roadblocks
Fidelity International Analyst Survey 2022: Mind the roadblocks
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.
Chart Room: Is inflation here to stay?
Companies face a mix of transitory and structural inflationary pressures, according to Fidelity International’s latest analyst survey.
Chart Room: Fidelity analysts temper expectations for margin growth
Fidelity International’s latest monthly analyst survey suggests that the outlook for margins is moderating from elevated levels.
Chart Room: Sentiment moderates amid rising costs and slower growth
Fidelity International’s latest monthly analyst survey reveals that the outlook for management sentiment is moderating as costs continue to rise.
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.
ESGenius: Cows, methane and the climate threat
A number of pioneering methods to avoid or reduce atmospheric methane from livestock are catching the attention of investors focused on sustainability.
Key findings of Fidelity's ESG Analyst Survey explained
An audio digest with context and analysis of the results.
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.
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.
Chart Room: Some sectors may be set for a margin squeeze
The latest reading from our monthly analyst survey shows which companies are struggling with inflationary pressure but also weaker pricing power.
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 Survey podcast: The world catches up with China
Listen to the latest Analyst Survey podcast to hear what Fidelity's almost 150 analysts saying about the state of the corporate world.
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.
Podcast: The future of... connectivity
"After this, I don't think any law-maker will disagree that telecom connectivity is as important as any other utility," says portfolio manager Sumant Wahi.
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