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Contenido proporcionado por Rich Pickings: Fidelity's Asset Allocation Podcast and Fidelity International. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Rich Pickings: Fidelity's Asset Allocation Podcast and Fidelity International o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
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Ready for a reset: Analyst Survey 2024

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Manage episode 398154347 series 2309172
Contenido proporcionado por Rich Pickings: Fidelity's Asset Allocation Podcast and Fidelity International. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Rich Pickings: Fidelity's Asset Allocation Podcast and Fidelity International o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

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.

  continue reading

101 episodios

Artwork
iconCompartir
 
Manage episode 398154347 series 2309172
Contenido proporcionado por Rich Pickings: Fidelity's Asset Allocation Podcast and Fidelity International. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Rich Pickings: Fidelity's Asset Allocation Podcast and Fidelity International o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

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.

  continue reading

101 episodios

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