About the Fidelity Analyst Survey

About the Fidelity Analyst Survey

Economic forecasts are losing their lustre which is why we think this Analyst Survey is so valuable. It forms a forward-looking assessment of sectors and regions that is rare among investment surveys for being built entirely from the bottom up.

Our equity and credit analysts conduct 16,000 company meetings throughout the year, talking to CEOs, CFOs and division heads. The survey provides an aggregate measure of sentiment based on that access as well as a wealth of proprietary analysis of the companies they cover. The research allows our team to identify trends as they emerge and this report captures their individual insights to build a rich, company-driven outlook for economic regions and industry sectors.

In building this picture of what’s really going on, we are not swayed by market sentiment which pushes and pulls at company valuations. Instead we focus on the underlying business conditions that determine companies’ successes and failures. We take a medium-term view on the companies’ ability to evolve and grow, and the hurdles they face.

The 2018 survey was conducted in December and had 162 responses.

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US stocks declined Thursday after earnings disappointed and trade jitters intensified on fears that the European Union could slap retaliatory tariffs on goods imported from the United States. Officials from the EU Trade Commission are said to be preparing a list of tit-for-tat trade actions in response to proposed US tariffs on EU cars ahead of next week's talks in Washington. The Dow Jones industrials declined 0.5 percent while the S&P and Nasdaq retreated 0.4 percent.

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US stocks edged higher Wednesday as financial and industrial companies climbed thanks to strong second-quarter reports. The Dow Jones industrials were up 0.3 percent, the S&P gained 0.2 percent and the Nasdaq lost 0.68 point.