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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