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Fidelity Answers: The Investment Podcast

Fidelity Answers: The Investment Podcast

Business:Investing

Rich Pickings: Ready for a reset | Analyst Survey 2024

Rich Pickings: Ready for a reset | Analyst Survey 2024

2024-01-29
Download Right click and do "save link as"

How confident are CEOs as they lean in to 2024? Is inflation still a major worry for businesses or has it been banished? How concerned are company managers about shifting geopolitics?

For well over a decade we’ve been asking our worldwide network of sector analysts these questions (and about 80 more) - to get a unique bottom-up picture of the companies they cover. Their conclusions form Fidelity International's annual Analyst Survey.

This month, Fiona O'Neill, Head of Global Cross-Asset Research Capabilities, Gita Bal, Global Head of Fixed Income Research, and Kris Atkinson, Fixed Income Portfolio Manager, join Richard Edgar to dig through the results. 

With additional contributions from analysts Liz Brockway, Eric Tse and Aki Takaesu.

You can read the Analyst Survey in full here or on your local Fidelity website.

See omnystudio.com/listener for privacy information.

view more

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Rich Pickings: Where next for inflation
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The Investor's Guide to China: Trade and growth (#8)
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Rich Pickings: The Testing of The Fed and other tales of central bank credibility
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Rich Pickings: Fidelity's Global CIO on inflation and The Fed
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Rich Pickings: Counting down the days - the 2021 Analyst Survey
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The future of... green investing: How Covid is adding fuel to the decarbonisation megatrend
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China stewardship: Witness an evolution
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From Rich Pickings: US elections and the very different fiscal scenarios
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The future of... banking: The rescued to the rescue
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Analyst Survey: The world catches up with China
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The Investor's Guide to China: Consumers (#6)
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Analyst Survey: 10 months of disruption remain as leading indicators turn positive
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The future of... connectivity: the internet of everything
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The Investor's Guide to China: Technology and innovation (#5)
2020-05-21
Analyst Survey: Society’s big moment
2020-05-18
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