Analyst Survey 2026: A power puzzle

Author: Fidelity International

At a critical moment for markets, Fidelity's global team of analysts take stock of politics, prices, and the AI conundrum from the ground up.

Highlights:  

  • Foreword by Niamh Brodie-Machura, Chief Investment Officer, Equities, and Marion Le Morhedec, Chief Investment Officer, Fixed Income
  • Confidence and the K-shaped economy
  • Tech is undervalued
  • Emerging markets: Where diverse stories build resilience
  • Analyst insight: What kung-fu robots tell us about China’s humanoid revolution
  • Analyst insight: The geopolitics of commodities on – and below – the ground

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Authors
Fidelity International
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