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Analyst Survey: Winners and losers from new trade order
Tariffs - and their knock-on effects - create fresh cost pressures for companies around the world. But the effects will not be distributed evenly.
How companies in China and America are responding to the trade shake-up
Here we share the views of Fidelity International analysts who cover companies in China and America, the two protagonists in the nascent trade war.
The return of Donald Trump: Start of the deals
Could President Trump's second term be as much about dealmaking as inflation?
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.
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 2022: Mind the roadblocks
Fidelity International Analyst Survey 2022: Mind the roadblocks
Chart Room: What policies will push companies towards net zero?
The carrot is more effective than the stick, according to a survey of Fidelity International analysts.
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.
Chart Room: Which sectors are most proactive in the race to net zero?
Companies need to be proactive about decarbonising if they are to survive - and flourish - in a net zero economy.
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.
Fidelity’s August Pulse Survey: Preparing for a second wave of Covid-19
Fidelity’s August Pulse Survey: Preparing for a second wave of Covid-19
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