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Patrick Graham

Patrick Graham - Senior Investment Writer

Article 3 min read

Lower targets, more stimulus for China

March’s National People’s Congress in China will almost certainly set a reduced growth target of 5 per cent.

Peiqian Liu + 2 others | 13 February 2024

Article 3 min read

Lower rates won’t ground money markets

Interest rates are expected to drop this year. But the solid and secure returns that have drawn investors to money markets will not evaporate quite as quickly.

Chris Ellinger + 3 others | 9 February 2024

Video 2 min watch

For the Fed, the last mile is the hardest

US policymakers have cooled expectations of an interest rate cut in March, and there are still big risks on the road to a painless soft landing.

Anna Stupnytska + 2 others | 1 February 2024

Article 2 min read

Chart Room: Who’s afraid of the large language model?

After a breakthrough year of hype and high investment, Fidelity’s annual Analyst Survey answers some of the questions about AI from on the ground.

Patrick Graham | 1 February 2024

Article 4 min read

Analyst Survey 2024: Ready for a reset

The past two years have been marked by a fear of how bad the first sustained slowdown since 2008 might become. Our annual survey offers hopeful signs.

Gita Bal + 2 others | 26 January 2024

Article 4 min read

Three reasons clean energy stocks could come back in 2024

Three reasons clean energy stocks could come back in 2024

Paul Gooden + 1 other | 26 January 2024

Podcast 40 min listen

Rich Pickings podcast: What the lessons of 2023 can teach investors for the year ahead

From artificial intelligence to US resilience, Richard Edgar discusses the big themes of 2023 with a panel of multi asset portfolio managers.

Richard Edgar + 5 others | 20 December 2023

Article 3 min read

Fundamentals: US consumers are resilient, but for how long?

A soft-landing or a slide into recession? How US consumer spending slows in 2024 may be the difference between one and the other. We dig into the detail.

Patrick Graham + 1 other | 20 December 2023

Article 2 min read

US banks will benefit from the crisis that wasn't

America’s banking sector held firm after the collapse of SVB. A downturn in 2024 will test the industry but the expansion that follows holds promise.

Lee Sotos + 1 other | 19 December 2023

Article 3 min read

Fed deals its cards early on rates

Fed deals its cards early on rates

Max Stainton + 1 other | 19 December 2023

Article 2 min read

Chart Room: Shipping rates: the rise and fallout

Shipping rates have fallen back to earth after surging in the pandemic, reducing inflation but threatening the industry’s already challenging path to net zero

Jonathan Neve + 1 other | 30 November 2023

Article 2 min read

Fundamentals: Why oil is staying steady

Fundamentals: Why oil is staying steady

Randy Cutler + 2 others | 29 November 2023

Article 2 min read

Chart Room: Cash, the once and future king

After a flood of capital into cash investments this year a look at forward interest rates suggests cash as king could reign for a while.

Chris Ellinger + 3 others | 2 November 2023

Article 2 min read

Chart Room: Catching the turn on bond yields

Chart Room: Catching the turn on bond yields, Fixed Income CIO Steve Ellis discusses the recent bond sell-off.

Steve Ellis + 1 other | 5 October 2023

Article 3 min read

Far from last orders

One in five pubs in Britain has closed, prompting a national outcry. But rising retail prices and falling energy costs may put the industry on a better footing

Christian Wild + 2 others | 5 October 2023

Article 3 min read

Fed holds the line, hopes for a soft landing

Chairman Powell has set his sights on a gentler slowdown, but the impact of higher effective interest rates may hit consumers and companies hard next year.

Max Stainton + 1 other | 21 September 2023

Article 2 min read

PBoC ups ante on moves to meet growth target

Chinese authorities are accelerating what to date has been a relatively incremental easing of policy to support growth. There will be more to come.

Peiqian Liu + 1 other | 18 September 2023

Article 3 min read

The cost of higher for longer

With US labour markets still strong, the Federal Reserve is sticking to its “higher for longer” messaging. But the economy may see a shock next year.

Salman Ahmed + 2 others | 4 September 2023

Article 2 min read

Chart Room: Putting the high back into high yield

The era of ultra-low coupons in the European high yield bond market is coming to an end, but higher financing costs also means elevated risk for businesses

Andrei Gorodilov + 2 others | 21 July 2023

Article 2 min read

Chart Room: Cracks in credit will see gravity kick in

The evidence of strain in the financial system is growing amid a sharp tightening of credit conditions.

Aditya Khowala + 1 other | 7 July 2023

Article 3 min read

Fundamentals: Low cost carriers win again

Airlines are emerging from three tough years, with even business class bookings recovering, but the advantage is again with Europe’s powerful low-cost carriers

Marcel Stötzel + 1 other | 6 July 2023

Article 5 min read

Mind the gap: Companies need to spend much more on net zero

Fidelity’s survey of our analysts on ESG issues delivers a home truth: there is a big gap between the action needed to deliver net zero and what is being done.

Fiona O'Neill + 1 other | 26 June 2023

Article 3 min read

Playing offense on income funds

Playing offense on income funds

James Durance + 2 others | 22 June 2023

Article 4 min read

Fundamentals: When boring banking is better

Fundamentals: When boring banking is better

Michael Gaynor + 2 others | 30 May 2023

Article 2 min read

Chart Room: A decade of growth, but a century of value

Value stocks delivered in 2022 after being overshadowed for a decade by a boom in tech. Can value extend its run during a less certain economic period?

Rosanna Burcheri + 3 others | 4 May 2023

Article 4 min read

First Republic Bank and the outlook for the financial system

First Republic Bank and the outlook for the financial system

Lee Sotos + 3 others | 3 May 2023

Article 3 min read

Fundamentals: Grain pains and the road to higher prices

Food producers and other consumer staples companies have performed surprisingly well despite the huge challenges posed by the rise in raw material costs.

Heidi Rauber + 2 others | 18 April 2023

Article 1 min read

Chart Room: Is the US labour market ready to crack?

The latest survey of Fidelity sector analysts shows expectations of layoffs by US and European companies over the next year.

Lucas Klein + 3 others | 30 March 2023

Article 3 min read

Suisse roll-up

An historic last-minute takeover of Credit Suisse by UBS offers an imperfect solution as regulators seek to contain broader systemic risk.

Steve Ellis + 2 others | 21 March 2023

Article 2 min read

Fundamentals: American cardboard is too heavy

European packaging companies have made progress in reducing plastic use and making cardboard packaging cheaper, lighter, and greener. But US peers are lagging.

Juliet Pursaill + 2 others | 16 March 2023

Article 2 min read

The Fed can’t paint over the cracks for long

Fidelity International's Chief Investment Officer for fixed income on what the SVB collapse means for the Fed and monetary policy.

Steve Ellis + 1 other | 15 March 2023

Article 4 min read

Fundamentals: Looking for winners in the AI arms race

ChatGPT is a watershed moment for the popular use of AI technology, but it will be as hard as ever piecing together the likely paths of development from here.

Jonathan Tseng + 2 others | 2 March 2023

Article 3 min read

Fundamentals: This is not an iPhone

A US liberalisation of access to hearing aids brings one of the health world’s big equipment markets closer to the retail mainstream.

Ben Eaton + 2 others | 20 February 2023

Article 2 min read

Chart Room: Sentiment turns positive, but can it hold?

Chart Room: Sentiment turns positive, but can it hold?

Fiona O'Neill + 3 others | 16 February 2023

Podcast 45 min listen

Trade Offs | Baker Hughes: Telling home truths about natural gas

From deep sea divers to Texas roughnecks, Baker Hughes is one of the oil and gas industry’s big three global services players.

Ned Salter + 4 others | 7 February 2023

Article 5 min read

Analyst Survey 2023: Light at the end of the tunnel

Boards are in damage-control mode, yet Fidelity’s 2023 Analyst Survey shows more than half of analysts expect the business cycle to turn within the year.

Ned Salter + 2 others | 6 February 2023

Article 2 min read

Chart Room: Employee welfare is still a priority

Companies’ recent push to focus on employee wellbeing is unlikely to fade, even as an economic downturn puts pressure on business

Fiona O'Neill + 3 others | 27 January 2023

Article 3 min read

Fundamentals: US oil majors finally get serious about clean energy

Fundamentals: US oil majors finally get serious about clean energy

Paul Gooden + 3 others | 5 January 2023

Article 3 min read

Fundamentals: After a volatile year, how low can commodities go?

Fundamentals: After a volatile year, how low can commodities go?

Laura Stafford + 2 others | 8 December 2022

Article 3 min read

Fidelity Analyst Survey: Inflation starts to peak

November’s survey of Fidelity’s 150 sector analysts highlights the pain businesses and households are experiencing, but that inflation is already easing.

Fiona O'Neill + 4 others | 7 December 2022

Article 3 min read

Mining graduates are a crucial green building block

Winning over graduates and universities is the latest challenge facing miners struggling to deliver the metals needed for the net zero transition.

James Richards + 2 others | 21 November 2022

Blog 3 min read

Chart Room: US housing dip may hit sentiment hard

US real estate was at the centre of the financial crash in 2008. The US housing sector is back in focus again as unaffordability returns to peaks from 2005-7

Aditya Khowala + 2 others | 13 October 2022

Article 3 min read

Dealing with net zero's mining dilemma

Miners' management of their social, political, and environmental risks will be crucial to producing metals the world needs for a net zero transition.

Daniela Jaramillo + 3 others | 27 September 2022

Blog 2 min read

Chart Room: The Fed walks a quantitative tightrope

The quantitative tightening of US financial conditions will inevitably strain parts of the banking system

Chris Ellinger + 2 others | 22 September 2022

Article 2 min read

Chart Room: Supercharged commodities spell a regime change for investing

Demand for real assets neglected in the pandemic could be set to surge as the world shifts to a new, sustainable paradigm, but there will also be more pain

Aditya Khowala + 2 others | 16 June 2022

Article 6 min read

Big brands need to clean up on plastics

As governments get to work on a global treaty on plastics, we are pressing big brands to deliver real world solutions to one of the planet’s biggest challenges

Alexander Laing + 4 others | 23 May 2022

Article 5 min read

Corporates weigh the cost of long-term Russia exits

Our latest Fidelity International Analyst Survey suggests that for many companies Russia may be un-investable for years to come

Gita Bal + 2 others | 5 May 2022

Article 4 min read

Just the ticket: Fashion consumers want more clarity from retailers on sustainability

What’s in a label? Specialist reaction-time testing suggests clearer signalling on sustainability could play a role in turning the tide on what consumers buy.

Aneta Wynimko + 4 others | 7 April 2022

Blog 2 min read

Chart Room: Ukraine war cuts rate hike expectations

Rate expectations have dipped downwards in Europe and the US, but we expect the Federal Reserve to stick to its hawkish narrative for now.

Salman Ahmed + 2 others | 3 March 2022

Article 5 min read

Analyst Survey 2022: Inflation is back, but will it last?

Analysts expect price pressures to be higher in 2022, posing risks businesses haven't seen for over a decade.

Gita Bal + 1 other | 18 February 2022

Article 8 min read

Analyst Survey 2022: Sector by sector

Confidence rises, but analysts expect significant differences across sectors.

Patrick Graham | 18 February 2022

Article 1 min read

Chart Room: Covid recovery tops the list of themes for 2022

Latest survey of Fidelity analysts reveals companies' key concerns for the next 12 months.

Patrick Graham + 1 other | 3 February 2022

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