Grethe Schepers, Analyst Survey editor, explains the key findings of this year's survey. Michael Sayers, director of research for equity and Marty Dropkin, head of fixed income research, provide more details on the main conclusions:

  • (00:48) Global sentiment indicator
  • (01:53) An uptick in capex expectations
  • (03:00) Inflationary pressures
  • (03:41) The strength of balance sheets
  • (05:54) The increasing importance of ESG issues

And delve deeper into the report's headline findings:

Michael Sayers

Michael Sayers

Martin Dropkin

Martin Dropkin

Head of Equities, Asia Pacific

Grethe Schepers

Grethe Schepers

Europe Editor