Rich Pickings: Ready for a reset | Analyst Survey 2024

Fidelity Answers: The Investment Podcast

English - January 29, 2024 16:01 - 37 minutes - 34.8 MB - ★★★★★ - 7 ratings
Investing Business News Business News Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: Rich Pickings: What the lessons of 2023 can teach investors for the year ahead

Next Episode: The Investor's Guide to China: China's bond market (#27)

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.