Insights library

2025 Analyst survey: Don’t write off legacy carmakers

March 2025

Investors are turning their backs on traditional carmakers as they appear to fall further behind dedicated electric manufacturers. Their thinking is misguided - and that leaves carmakers undervalued.

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2025 Analyst Survey: China: Where investors should look as policy shifts

February 2025

China is facing a series of economic challenges - a troubled housing sector, persistent deflation risks, sluggish consumer demand, and possible tariff hikes from the US. But Fidelity International’s analysts on the ground in the country see a number of areas of promise as the government pushes ahead with supporting growth in 2025.

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2025 Analyst survey: Introduction – Model me this

February 2025

Our annual Analyst Survey is your bottom-up guide to this changed regime, with insights on AI, China, and the new administration in the White House, along with compelling investment ideas from Fidelity International's more than 100 analysts across the world.

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2025 Analyst Survey: The upside of Japan's digital cliff

January 2025

A successful leap over Japan's so-called ‘digital cliff’ in 2025 would supercharge overdue upgrades - and growth at the most resilient IT service companies.

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All change

January 2025

The year ahead promises a different environment for financial investors, but it is clear earnings in many areas will improve and the global mood is positive.

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2025 Outlook

January 2025

Inflation pressures and fiscal debates may disrupt markets in 2025. Long-term rates could stay high despite Fed easing, while emerging-market equities may outshine U.S. stocks. Below-average returns are likely as optimism is already priced in.

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2025 Analyst survey: Bigger in Japan

January 2025

The BoJ presses on with rises in interest rates; the door is open for more.

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AI’s big breakthrough won’t happen this year

January 2025

Artificial intelligence is expected to have a minimal impact on companies’ profitability in 2025, with most of its potential still some years away. For now, though, the big names in technology are still going strong as they prepare the ground for this brave new world.

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Equities 2025: New avenues

January 2025

A decisive US election, political ructions in Europe, and the first signs of Chinese fiscal action spell more volatility for stock markets in 2025. And new roads to returns.

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