Analyst Survey 2018

This year's survey paints a vivid picture of a world where companies are confidently investing for the future, paying their workers more and rewarding shareholders. The forecasts in this report are based not on macro-economic data but on what corporates are actually doing, and what bosses tell our team of equity and credit analysts in the 16,000 meetings they hold around the world every year.

As good as it gets: corporate sentiment rises to new highs

Company executives are the most optimistic they’ve been in five...

Company executives are the most optimistic they’ve been in five years, reports Fidelity’s 2018 Analyst Survey.

ESG enters the boardroom

For the first time, a majority of analysts find their companies...

For the first time, a majority of analysts find their companies are taking ESG more seriously, according to the Fidelity Analyst Survey.

Inflationary pressures edging up

Analyst Survey sees upward pressure on costs and wages ...

Analyst Survey sees upward pressure on costs and wages – but not on prices.

Sector insights

Sector by sector: Fidelity Analyst Survey 2018.

Sector by sector: Fidelity Analyst Survey 2018.

Region – US, EMEA & Latam

How do our analysts report CEOs in different regions are feeling ...

How do our analysts report CEOs in different regions are feeling this time around? Read about views from analysts covering companies in the US, EMEA & Latam.

Region – China, Japan & other Asia-Pacific

Analysts see signs this year that China’s economy has turned ...

Analysts see signs this year that China’s economy has turned a corner; unemployment in Japan is at the lowest levels since the mid-1990s and notable sequential improvement within the region.

 

Outlook 2019: 

Changing tracks

Global Market Overviews

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Global Market Outlook 2019 - Rates and inflation
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Global Market Outlook 2019 - Market themes
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Global Market Outlook 2019 - CIO Roundtable

Equity

Outlook 2019 - Global dividend income: Sustainable income investing in 2019

We believe a focus on income is appropriate in the current uncertain market environment. The contribution from income tends to be modest but more consistent over a cycle...Learn more

We believe a focus on income is appropriate in the current uncertain market environment. The contribution from income tends to be modest but more consistent over a cycle, as companies generally try to avoid cutting dividends.

Fixed Income

Outlook 2019 - Asian Fixed Income: Stay liquid, stay invested

As we expect volatility to remain elevated in 2019, we believe that staying nimble and liquid is critical to generating good returns. In an uncertain market environment, it’s important to be patient. Learn more

As we expect volatility to remain elevated in 2019, we believe that staying nimble and liquid is critical to generating good returns. In an uncertain market environment, it’s important to be patient.

Outlook 2019 - Asian Fixed Income: Coupons to keep us afloat

Given our volatile outlook in most emerging market rates and foreign exchange in 2019, we will focus on income generation in Asian USD bonds, and be tactical on allocations...Learn more

Given our volatile outlook in most emerging market rates and foreign exchange in 2019, we will focus on income generation in Asian USD bonds, and be tactical on allocations to local bond markets.

Outlook 2019 - Asian High Yield: Seeking capital appreciation and income potential

At current valuations, Asian and China High Yield could offer some potential capital appreciation opportunities. That said, volatility is expected to remain elevated, making our focus on...Learn more

At current valuations, Asian and China High Yield could offer some potential capital appreciation opportunities. That said, volatility is expected to remain elevated, making our focus on...

Multi-Asset

Outlook 2019 - Global multi asset: Selectively opportunistic as the regime shifts

As the unwinding of unconventional monetary policy continues, we remain cautious and focused on downside risk management through defensive positioning, as well as leveraging our research capabilities...Learn more

As the unwinding of unconventional monetary policy continues, we remain cautious and focused on downside risk management through defensive positioning, as well as leveraging our research capabilities to take advantage of opportunities as they present themselves.