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 James Abela
James Abela

From the desk of James Abela

Quality and momentum sectors have really been on a tear for the last 6-7 months, particularly global cyclicals and technology stocks.

Q4 2017 investment outlook: Braver for longer...

Q4 2017 investment outlook: Braver for longer...

How long can the good times roll? The second-longest yet arguably most-hated bull market in post-war history just grinds on and on, while investors get more worried by the day. 

From the desk of Kate Howitt
Kate Howitt

From the desk of Kate Howitt

Kate talks a2, WiseTech and investor sentiment in her reporting season wrap up. 
 
Small caps reporting season wash up

Small caps reporting season wash up

Reporting season is akin to a tsunami of information - as the tide recedes, fundamentals are laid bare in outlook statements and cash flows to reveal who has best weathered the storm.

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?

Asset class outlooks: Cautious optimism...

Asset class outlooks: Cautious optimism...

The bull market is intact but beginning to look stretched; Earnings growth is underpinning equity markets for now - Europe most attractive; China and inflation are the key factors to monitor. 

Our investment experts' outlook

Our investment experts' outlook

How are Australian, Global and Asian equities positioned for the rest of 2017? 

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. 

Five minutes with Kate Howitt

Five minutes with Kate Howitt

What makes Kate Howitt tick? Meet our rising star and what made her want to be a portfolio manager. 

Small caps: A time to buy
James Abela

Small caps: A time to buy

Volatility can create opportunities. Find out what opportunities James Abela is seeing in Australian mid to small caps. 

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