FIDELITY INTERNATIONAL ANALYST SURVEY: LIGHT AT THE END OF THE TUNNEL FOR CORPORATES
Questions: “What stage of the cycle is your sector currently in?” and “What stage of the cycle will your sector be in in 12 months’ time?” Chart shows percentage of analysts. Source: Fidelity Analyst Survey 2023
Question: “What are your expectations for revenue growth over the next 12 months?” Chart shows percentage of responses reporting expected increase in revenue. Source: Fidelity International Analyst Survey 2023.
Question: “Based on your interactions with companies over the past month, to what extent, if at all, has your perception of management sentiment over the next six months changed?” Chart shows proportion of responses reporting positive management sentiment minus those reporting negative management sentiment. Strong negative and strong positive responses receive a double weighting. Higher values show analysts are, on balance, reporting more positive sentiment among the companies they cover, lower values more negative sentiment. Source: Fidelity International Analyst Survey 2023.
Question: “Has the emphasis on ESG among your companies fallen over the last 12 months?”