While the world reels from the social and economic shocks caused by the Covid-19 pandemic and the measures taken to mitigate its impact, the rebound in equity markets suggests that investors are already looking forward to a return to some semblance of normalcy.

But how does the market expect that recovery to play out?

By combining the forecasts of over 4,300 investment research analysts on thousands of public companies around the world, Visible Alpha created a mosaic of market expectations for the global economy over the next two years.

Explore this interactive infographic to understand market expectations for impact and recovery at a sector and industry level. Dive into our full analysis for additional context or contact us for more information.

Note: This infographic is best viewed on desktop.

Analyst Model Revisions

We analyzed model revisions from March 15 at a sector and industry level and discovered that approximately 75% of models have been revised across all sectors. This snapshot is meant to guide investors and research teams to understand the number of models with revised estimates by sector and where the impact of the Covid-19 crisis has been factored in to some degree.

Analyst Model Revisions, March 15 - June 8

For a full breakdown of estimates revisions – by sector, industry or company – contact your client success manager, or complete the form below and a member of our team will be in touch.

Market Solutions

Real-time access to analyst revisions and up-to-date consensus data

Visible Alpha Insights captures the forecasts, assumptions and logic from full working sell-side models and integrates them into comparable views across analysts. This deep consensus data provides a quick understanding of the sell-side view on a company at a level of granularity, timeliness and interactivity that has never before been possible. 

Annotation 2020-03-25 125149-1

Time-Based Custom Consensus

Custom consensus provides you with the ability to select which firms, analysts and time periods to include.

Annotation 2020-03-25 125707

Revisions Alerts, Analysis & Charts

Closely monitor analyst revisions, quickly digest significant revisions to a company, and review revisions patterns over time.

Plus, a cutting edge Excel Add-In, direct model downloads and a suite of tools for the sell side. 

Contact Us

For more information, or to request a demo, please fill out this form.