Paul Taylor

Australian equities update

Paul shares his views on recent volatility, current valuations and how debt is impacting consumer sentiment.

Investing for the long term - insulating against fads and fashions
Paul Taylor

Investing for the long term - insulating against fads and fashions

Aconex has experienced a rollercoaster ride on the ASX; from depression to excitement to depression and back again. But at the end of the day the stock has gone from an IPO price of $1.90 to a takeover bid of $7.80 in just over three years - a return of 410%.

2018 outlook: Australian equities
Paul Taylor

2018 outlook: Australian equities

As we start to think about summer holidays and Christmas shopping we can look back on another strong year for equity markets

From the desk of Paul Taylor
Paul Taylor

From the desk of Paul Taylor

Paul talks about the challenges the Fund has faced over the past 12 months, managing a growing portfolio, his views on Domino's, the recent reporting season results as well as the outlook for the Australian market ahead.

How far will we go to gain conviction?
Paul Taylor

How far will we go to gain conviction?

During the Global Financial Crisis, markets were concerned that Sydney Airport was over-leveraged. How did Fidelity determine if we should hold this stock through this period of dislocation?

How far will we go to gain conviction?
Paul Taylor

How far will we go to gain conviction?

“In periods such as the Global Financial Crisis (GFC), when it comes to stock selection it is all about the balance sheet”

The Case for Australian Equities
Paul Taylor

The Case for Australian Equities

Paul Taylor, Portfolio Manager of the Fidelity Australian Equities Fund shares his thoughts on why Australian equities are a good investment long-term. 

Paul Taylor's outlook for 2017
Paul Taylor

Paul Taylor's outlook for 2017

Paul Taylor has been managing the Fidelity Australian Equities Fund for over 14 years. What is Paul Taylor's outlook for 2017 for Australian Equities? Where does he see he will get most value for investors. 

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