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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Global stocks moved higher Thursday as traders downplayed trade disputes

Stocks climbed over the course of the trading day Thursday, extending the rally of the past few sessions. With the gains on the day, the Dow Jones industrials and the S&P reached new record closing highs. The Dow and Nasdaq were up 1.0 percent and the S&P added 0.8 percent. Traders continued to shrug off concerns about the escalating trade dispute between the US and China. JPMorgan Chase CEO Jamie Dimon sought to downplay the trade dispute in comments calling it a "trade skirmish" rather than a trade war. Upbeat economic data also generated some positive sentiment.

Most stock indices advanced as trade worries subsided

Shares were mixed in lackluster trading Wednesday. The Dow Jones industrials gained 0.6 percent — it climbed to its best closing level since late January. The S&P edged up 0.1 percent while the Nasdaq retreated 0.1 percent. Trading was choppy amid lingering concerns about the trade dispute between the US and China. With the widely anticipated tariff announcements in the past, traders were now focusing on next week's Federal Reserve meeting.