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Analyst survey

2021: Counting down the days

Welcome to the 11th annual Fidelity Analyst Survey that, as with so much else over the past year, is like no other that has gone before. The analysts report that the coming year promises a sharp economic recovery across the globe. Even amid the threat of new variants, companies do seem to be “counting down the days” until business gets back to normal. Meanwhile, interest in ESG factors has never been higher, with a quarter of the companies our analysts cover on track to hit net zero carbon emissions in 2030. Read on to find out more.

Analyst survey 2021: Race is on to achieve net zero

European companies are leading the way to net zero, according to our global survey of Fidelity International analysts. But with sustainability continuing to climb the agenda in North America and elsewhere, there is hope that other regions could catch up.

10 March 2021 | Jenn-Hui Tan
Analyst survey 2021: Counting down the days

Analyst survey 2021: Counting down the days

After months of lockdown in many parts of the world, it’s not just home-bound workers counting down the days until Covid-19 restrictions are eased. Companies, countries and entire regions are poised to rebound strongly later in 2021 as pandemic measures are rolled back, according to 144 Fidelity analysts. Despite the short-term shock to management confidence brought on by the threat of new variants our analysts report an even more optimistic corporate outlook for the year ahead. This survey offers investors some sense of the scale of that recovery.

10 March 2021 | Fidelity International
Analyst survey 2021: Analyst Q&A

Analyst survey 2021: Analyst Q&A

2020 was an extraordinary year in which there was a big dispersion between sector winners and losers. But what will 2021 bring? Here we ask a few of our analysts about the key trends in their respective sectors in the wake of Covid-19.

09 March 2021 | Fidelity International
Analyst survey 2021: Sector by sector

Analyst survey 2021: Sector by sector

Fidelity International’s 2021 Analyst Survey points to a rise in management confidence across all sectors this year. However, our analysts expect significant differences in the pace of individual sector recoveries, depending on how they fared in 2020 and their exposure to further Covid-19 restrictions.

09 March 2021 | Fidelity International
Analyst survey 2021: Region by region

Analyst survey 2021: Region by region

Regional differences will be crucial for investors in 2021 as vaccines are rolled out at varying paces across the globe. Here we look at what our analysts say will be the prevailing regional trends over the next 12 months.

09 March 2021 | Fidelity International
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