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Analyst Survey 2025: New regimes

Investors have entered an era of divergence - across economies, across sectors, and from one company to the next. Our annual Analyst Survey is your bottom-up guide to this new regime, with insights on AI, China, and the new administration in the White House, along with compelling investment ideas from Fidelity International's more than 100 analysts across the world.

Investors have entered an era of divergence - across economies, across sectors, and from one company to the next. Our annual Analyst Survey is your bottom-up guide to this new regime, with insights on AI, China, and the new administration in the White House, along with compelling investment ideas from Fidelity International's more than 100 analysts across the world.

Introduction: Model me this
Introduction: Model me this

I read the research our analysts do every day, and it delivers.

The return of Donald Trump: Start of the deals
The return of Donald Trump: Start of the deals

Could President Trump's second term be as much about dealmaking as inflation?

AI’s big breakthrough won’t happen this year
AI’s big breakthrough won’t happen this year

Artificial intelligence is expected to have a minimal impact on companies’ profitability in 2025, with most of its potential still some years away.