In the 15 years since its inception, the Fidelity Australian Equities Fund has delivered remarkably strong long-term performance, cementing Portfolio Manager Paul Taylor as one the industries heavyweights. We speak to Paul about his extraordinary success, the Fund’s evolution and what he’s excited about going forward.
If you'd have invested in the Fidelity Australian Equities Fund back in June 2003, you'd have made almost six times your money. Portfolio Manager Paul Taylor looks back at his incredible career, some lessons his learnt along the way and the importance of playing to your strengths.
Nothing stays the same - so how do you stay confident when things change? Kate and James discuss the importance of really understanding your thesis and the merits of flexible conviction.
Portfolio Manager Alex Duffy looks at the Trump effect and the knock-on implications that US interest rate hikes and trade wars may have on emerging markets.
In the last in a series of four articles on market leadership, Jeremy Podger tackles the thorny issue of growth vs value. On a global level, value stocks have struggled on a relative basis since the crisis over a decade ago. Why has this happened and is this trend finally slowing?
The world seems full of questions at the moment: Where are we in the cycle? How will the shift away from quantitative easing impact markets and the global economy? Are valuations more attractive now? What will be the fallout from the trade war? Here are some of my answers.
When hunting for opportunities, investors need to be aware of market trends and themes, macro-economic concerns, even political considerations. So what’s noise and what’s useful?
Chinese domestic equities have recently been included in the MSCI global indices. Neil Gough visits the world's largest manufacturer of soy sauce to speak to Zhang Xin, Haitian's Board Secretary about what inclusion means for the company.
There is more to Asia than many global investors outside the region realise. As a result, global allocations lag the region’s modernisation, and will be playing catch up with its structural potential even if risks and market valuations cannot be ignored.
Don’t miss the first in our series of panel discussions - Kate Howitt and James Abela discuss where they’re seeing opportunities, finding stocks at a reasonable price and the areas they’re most excited about right now.
The US has set in motion a further round of protectionist measures on China but although these measures are not conducive to global trade there are still grounds to be positive.
