Counting down the days: The 2021 Analyst Survey

The results are in for Fidelity's annual Analyst Survey. Over 140 sector experts from across the world have been asked for a detailed picture of how they expect to see their companies perform in the coming year, from the health of balance sheets to the confidence of management teams, and the outlook is encouraging. Richard Edgar talks to the survey's editor, George Watson, to hear the key findings, and to Fidelity's global head of research, Ned Salter, and global economist, Anna Stupnytska, for the fuller context and investment implications. With additional contributions from analysts and portfolio managers Tom Robinson, Christine Miyagishima, and Ben Li.See omnystudio.com/listener for privacy information.

Om Podcasten

Welcome to Fidelity International's monthly asset allocation podcast hosted by Richard Edgar, Editor in Chief. Each month we dive into the latest market trends with Fidelity's asset allocation group, asking them how they're positioned and why. What will the portfolio managers reveal about their investment strategies? What are the team's hot cakes this month? And what would they drop like a hot potato? If you enjoy Rich Pickings then be sure to try our other podcast, 'Fidelity Answers'. From tech cycles to The End of the Cycle, from downside protection to the upside of ESG, this show brings you in depth interviews and conversations with our analysts, portfolio managers and investment directors to tackle the big questions facing investors today. --- This podcast is provided for information purposes only and is intended only for the person or entity to which it is sent or downloaded by. It must not be reproduced or circulated to any other party without prior permission of Fidelity. Fidelity Personal Investing does not give personal recommendations. The value of investments can go down as well as up so you may get back less than you invest. For other important legal notices please see our website: www.fidelity.co.uk/professional/about/