Products & services Menu Fidelity Answers Fidelity Analyst Survey 2021: Counting down the days By Richard Edgar Editor in Chief 1 March 2021 Welcome to the 11th annual Fidelity Analyst Survey that, as with so much else over the past year, is like no other that has gone before. The analysts report that the coming year promises a sharp economic recovery across the globe. Even amid the threat of new variants, companies do seem to be “counting down the days” until business gets back to normal. Meanwhile, interest in ESG factors has never been higher, with a quarter of the companies our analysts cover on track to hit net zero carbon emissions in 2030. Read on to find out more. Article Analyst Survey 2021: Counting down the days Confidence is high despite the threat of new variants; ESG emphasis rises again. Article Analyst Survey 2021: Race is on to achieve net zero Europe is leading the race to net zero, but other regions could catch up as sustainability climbs the agenda in North America. Article Analyst Survey 2021: Analyst Q&A Our analysts talk about the key trends in their respective sectors in the wake of Covid-19. Podcast Rich Pickings: The Analyst Survey episode The results are in for Fidelity's annual Analyst Survey. We pick apart the key findings to discover what our sector experts expect for the year ahead. Article Analyst Survey 2021: Sector by sector Fidelity International's analysts expect significant differences in the pace of individual sector recoveries. Article Analyst Survey 2021: Region by region Here we look at what Fidelity International's analysts say will be the prevailing regional trends over the next 12 months. Article China sentiment points to sustained lead in global recovery Management confidence at Chinese companies is notably higher about the year ahead, as China stages a “first in, first out” recovery from the Covid-19 crisis. Article Deep dive on Japan: exporters bolstered by China recovery Earnings and margins set to grow among Japanese exporters, especially those with large exposure to China. More editions Catch-2022: Unravelling the policy paradox November 2021 Rich Pickings podcast: Catch 2022 - what's in store for the year ahead Asia’s shifting growth model Coming of age See all 9 items Sustainable Investing Report 2021: Time to step up July 2021 Anne Richards on corporate responsibility and sustainable investing Raising the bar for engagement Impact just got real See all 10 items ESG Analyst Survey 2021: A world of opportunity June 2021 Key findings of Fidelity's ESG Analyst Survey explained Analysts tell the stories behind the ESG Survey data Many hands can make ESG work See all 5 items ESGenius: The case files May 2021 Video: On the ground with China's ZTO logistics fleet An express dialogue: ESG engagement in China A test of metal: Decarbonising steel See all 4 items Outlook 2021: Seizing the new reality November 2020 November's Rich Pickings: Outlook 2021 Asia Outlook 2021: Asian economies demonstrate resilience Fixed income in 2021: Monetary policy to the rescue, but duration tantrums are possible See all 10 items Sustainability Report 2020: Sustainable capitalism in a post-Covid world July 2020 Room for improvement in how investors assess real estate sustainability Sustainability Report 2020: Fidelity CEO Anne Richards on sustainable capitalism Engaging with investee companies across multiple themes See all 9 items After the virus: The new economic order June 2020 Dislocation, dislocation, dislocation: Opportunities in UK real estate Public equity markets are flagging when we need them the most The end of the journey to the West: Chinese tech firms come home See all 7 items Coronavirus, the oil crash and market volatility March 2020 March's Rich Pickings podcasts: CIOs and portfolio managers on navigating stormy markets China gets back to business As gold’s surge draws wider interest, miners shine too See all 8 items Analyst Survey 2020: Cycle, what cycle? February 2020 Analyst Survey 2020 podcast: The findings discussed Analyst Survey 2020: Sector by sector Analyst Survey 2020: Region by region See all 6 items Outlook 2020: Soft landing, earnings returning December 2019 CIO Outlook video: Steve Ellis on Fixed Income CIO Outlook video: Romain Boscher on Equities CIO Outlook video: Andrew McCaffery on Multi Asset and Alternatives See all 5 items How should I allocate to China? September 2019 China’s third-pillar pension challenge No pain, no gain: Chinese defaults are rising and recovery rates are falling Grocery retail is the next frontier for e-commerce in China See all 10 items How should I allocate for income? July 2019 Why doing your research pays dividends In charts: How demographic change is driving demand for income Q&A: How do income and yield differ? See all 9 items What difference can active managers make in Sustainable Investing? April 2019 A sustainable investor’s view on water scarcity in China Data is helping to identify the diversity strategies that work The challenge of investing sustainably in sovereign debt See all 8 items Fidelity Analyst Survey 2019 February 2019 Region by region: Analyst Survey 2019 Podcast: Fidelity Analyst Survey 2019 ESG now pervasive in Europe and growing in China See all 9 items The world in 2029: How will investing change? January 2019 Bull and bear cases for China in 2029 Forecasting markets in 2029: 10 years is a long time in finance How cost pressures will reshape the asset management industry See all 10 items How will demographics change my investing? October 2018 Standing on demographic fault lines: The impact of population changes In five charts: the demographic trends changing the world Profiting from demographics: exploiting investment opportunities in a slow-moving world See all 10 items How should I allocate as market risks change? September 2018 Practical approaches to getting comfortable with more risk What is defensive this time: Building an all-weather portfolio How to protect against black swans - if we can at all See all 7 items Why should I reconsider my allocation to Asia? July 2018 For and against China as a standalone allocation China’s rising outbound flows will move global markets The spectacular rise of Asia in 12 charts See all 14 items How should I combine active and passive in my portfolio? June 2018 Engagement is the ESG X-factor Combining AI and active management to make powerful investment decisions Active and passive through the cycle - by Portfolio Managers who've seen it before See all 7 items ESG: Is it worth it? April 2018 What is and what isn't ESG: the investors' definition ESG in real estate: How green is your castle? China's changing environmental priorities See all 12 items Fidelity Analyst Survey 2018 February 2018 Analysts lift the lid on their sectors’ optimism Sector by sector: Fidelity Analyst Survey 2018 Region by region: Fidelity Analyst Survey 2018 See all 9 items I can't avoid risk. How do I take it wisely? February 2018 Currency hedging: Testing the theory The investment world’s best writing on risk ESG: Four underappreciated risks See all 8 items How should I prepare for the end of the cycle? December 2017 Bill McQuaker: what I learned from the last three cycles China's tricky tightrope: High debt levels don't spell gloom but China's magic wand is gone In depth in eight minutes: end of the cycle, explained See all 10 items How should I deal with a changing Central Bank environment? December 2017 The changing nature of inflation Views from the desk: Diverging monetary policy Easy days could soon be over: central bank policy normalisation See all 5 items Fidelity gender pay report | Pillar 3 Disclosures | Whistleblowing policy | Country-by-country reporting disclosure | Supplier information centre | Cookie policy | Remuneration policy | FIL Limited Bonds | Foreign Exchange Service © Fidelity International 2021 Fidelity uses cookies to provide you with the best possible online experience. If you continue without changing your settings, we'll assume that you are happy to receive all cookies on our site. However, you can customise the cookie settings and view our cookie policy at any time. ContinueCustomise This content is for investment professionals only. Home Accept