Paul Taylor
Year in review: Australian equities
In a year that will be remembered for severe drought, large-scale bushfires, concerns about waning global growth, ongoing, prolonged US-China trade dispute and a pandemic, Australian equities has been quite resilient. Paul Taylor recaps the year that was in his annual 'Year in review'.
Coronavirus strikes - Part 2
There are regular risks that we can plan and manage for, and there are some risks that are off the charts (black swan events) and are very difficult to prepare for before the event. The Covid-19 pandemic fits in this second group...
Fidelity Australian Equities Fund update - Expect the unexpected
Paul Taylor provides an update on his positioning given the fall-out from COVID-19. He also looks at sectors which are likely to dominate post deceleration, what Australian management teams will be focusing on for the remainder of 2020 and shares some past learnings from managing money in challenging times.
Coronavirus strikes
COVID-19 (Novel Coronavirus) will have a very significant impact on economies, markets and people’s lives. Unfortunately, this is our starting point. While the virus will have a very significant impact on all parts of society, it’s important to remember that it’s effectively one-off in nature.
Can fiscal stimulus save us again?
Paul Taylor looks at some of the measures governments will need to take to bolster economies around the world and some of the sectors which will likely benefit as a result.
The future looks well-valued
The outlook for Australian equities
Low Growth High Volatility
