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.


You may also be interested in

US stocks up late on report US may cut Chinese tariffs; jobless claims and manufacturing survey both better than expected

US stocks advanced Thursday, with much of the progress coming later in the session after a report suggested US officials may reduce tariffs on Chinese goods. Economic data published earlier in the day were broadly positive. The Dow closed 0.7 percent higher on the day, as did the Nasdaq, with the S&P gaining 0.8 percent.

US stocks rise after banks beat earnings estimates; UK government survives confidence vote but Brexit path still unclear

US stocks advanced Wednesday, with solid earnings from banks providing much of the momentum. The Dow closed 0.6 percent higher on the day, with the S&P and the Nasdaq both gaining 0.2 percent.