What a journey - Paul Taylor celebrates 15 years!

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.

From the desk of Paul Taylor - Celebrating 15 Years!

From the desk of Paul Taylor - Celebrating 15 Years!

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.

Australian equities panel discussion: Part 4 - when to hold them...

Australian equities panel discussion: Part 4 - when to hold them...

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.

The US effect - Rate hikes and trade wars

The US effect - Rate hikes and trade wars

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.

Growth vs value (4 of 4)
Jeremy Podger

Growth vs value (4 of 4)

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?

What to watch at the end of the cycle

What to watch at the end of the cycle

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.

Australian equities panel discussion: Part 3 - Commodities to  invest or not to  invest

Australian equities panel discussion: Part 3 - Commodities to invest or not to invest

Kate Howitt and James Abela discuss the importance of knowing where companies sit on the cost curve, all weather holdings and what's driving demand.

Australian equities panel discussion: Part 2 - Screening out the noise

Australian equities panel discussion: Part 2 - Screening out the noise

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?

What does a MSCI inclusion mean for Haitian?

What does a MSCI inclusion mean for Haitian?

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.

Rethinking Asia allocations:  The investment world's distorted view

Rethinking Asia allocations: The investment world's distorted view

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.

Australian equities panel discussion: Part 1 - defining the opportunities
Alva Devoy, Kate Howitt and James Abela

Australian equities panel discussion: Part 1 - defining the opportunities

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.

Q3 Outlook: Sunny spells with thundery showers
Fidelity International

Q3 Outlook: Sunny spells with thundery showers

The global economy is sending conflicting signals about its current health and there are arguments for both risk-on and risk-off sentiment.

Trade tensions ratchet up
George Efstathopoulos

Trade tensions ratchet up

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.

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