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Analyst survey

Mind the roadblocks

Macro economists aren’t the only ones to weigh in on what 2022 has in store, our company analysts also have a view. The 12th annual Fidelity International Analyst Survey (carried out in December 2021) reveals this by distilling the mood in corporate boardrooms into thousands of data points that help to inform our investment decisions. And the mood this year is a relatively upbeat one as vaccine rollouts continue, albeit tempered with several notes of caution as companies face a significant number of roadblocks ahead.

Corporates weigh the cost of long-term Russia exits

Our latest Fidelity International Analyst Survey points to a new message coming from a substantial group of global companies: Russia may be un-investable for years to come and many will not do business with Putin’s regime again. For some, however, the devil is in the detail.

06 May 2022 | Fidelity International
Analyst Survey 2022: Region by region

Analyst Survey 2022: Region by region

The shape of economic recovery varies significantly across regions, despite most countries facing the same Covid-19 variants. Here we look at key regional trends forecast by our analysts for the year ahead.

24 February 2022 | Fidelity International
Analyst Survey 2022: Japan outlook is still positive but cycle is maturing

Analyst Survey 2022: Japan outlook is still positive but cycle is maturing

Most Japan analysts expect rising returns on capital in 2022, although the country may be later in the business cycle than other regions.

24 February 2022 | Fidelity International
Analyst Survey 2022: Inflation is back, but will it last?

Analyst Survey 2022: Inflation is back, but will it last?

Most Fidelity International analysts expect inflationary pressures to be greater this year than last, posing economic risks that companies and central banks have not faced for decades. These pressures arise from a cocktail of transitory and structural effects, with anecdotal evidence that higher labour costs may prove more entrenched than those of raw materials and freight.

24 February 2022 | Fidelity International
Analyst Survey 2022: Sector by sector

Analyst Survey 2022: Sector by sector

The survey points to a rise in management confidence across all sectors, driven by hopes of further recovery from the pandemic. However, our analysts expect significant differences between individual industries as companies battle continuing supply and labour shortages, an advancing business cycle and increased inflationary pressures.

24 February 2022 | Fidelity International
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