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Gita Bal

Gita Bal - Global Head of Research, Fixed Income

Article 7 min read

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

Heidi Rauber + 2 others | 25 July 2022

Article 1 min read

Chart Room: Global sentiment sinking fast

Fidelity International analysts detect growing signs of recession by year’s end.

Fiona O'Neill + 2 others | 21 July 2022

Article 2 min read

The ingredients are there for a wage-price spiral

After the surge in inflation, will wages follow? Our analysts think they will.

Fiona O'Neill + 2 others | 8 July 2022

Podcast 34 min listen

How conversations on sustainability are changing companies from within

The investment team hear from the analysts and explore the findings.

Richard Edgar + 5 others | 29 June 2022

Blog 1 min read

Chart Room: Expectations around rising input costs are starting to moderate

Chart Room: Expectations around rising input costs are starting to moderate

Gita Bal + 1 other | 9 June 2022

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

Blog 1 min read

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.

Fiona O'Neill + 4 others | 17 March 2022

Podcast 40 min listen

In conversation: Survey results and investment implications

Our experts discuss the results of this year's Analyst Survey and explore the implications for investors.

Carsten Roemheld + 4 others | 21 February 2022

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

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

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

Blog 2 min read

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.

Terry Raven + 1 other | 7 October 2021

Blog 2 min read

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.

Terry Raven + 1 other | 16 September 2021

Blog 2 min read

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.

Terry Raven + 1 other | 5 August 2021

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

Article 5 min read

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.

Emma Cunningham + 3 others | 20 July 2021

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

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

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

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

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

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

Blog 1 min read

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.

Gita Bal + 4 others | 5 November 2020

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

Podcast 22 min listen

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.

Richard Edgar + 3 others | 21 September 2020

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

Podcast 39 min listen

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.

Sumant Wahi + 3 others | 15 June 2020

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