Paul Taylor
2021: The outlook for Australian equities
When we look back to this period in five years’ time, we will view it as an excellent time to have invested in the market, despite the uncertainty and volatility we may see over the near term.
Coronavirus strikes (part 3)
In this third part of my ‘Coronavirus strikes’ series, I thought I’d summarise what’s happened to date, consider the implications of synchronised monetary and fiscal stimulus, provide an overview of reporting season and examine how the world may change, post recovery.
A tale of two stocks: compounding, leadership vision, sticky networks
Fidelity's top stock picker Paul Taylor reflects on the common traits of two early additions to the Australian equity strategy, which he’s headed since it kicked off in 2003. At first glance the companies bear little resemblance – one a fast food retailer, the other a jobs website. But Paul saw a few commonalities...
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...
Coronavirus strikes
Can fiscal stimulus save us again?
