An investor’s playbook to global unrest

A once in a hundred-year event seems to be happening every other month these days, with threats of recession and intensifying geopolitical tensions. What’s an investor to do? This month Lukasz de Pourbaix is joined by Portfolio Managers, Paul Taylor and James Abela as they look back previous perio…

Paul Taylor | Wise men say, only fools rush in… to Ozempic

Elvis may have been talking about love, but can’t the same be said for markets? GLP1 drugs like Ozempic’s success in the weight loss arena have disrupted the healthcare sector. Most notably ResMed, whose stock price plummeted on the back of predicted decreased demand. But where there is disruption …

3 Aussie experts | Stacking the odds in your favour

This month we’ve brought out our top brass. Portfolios managers Paul Taylor (Fidelity Australian Equities Fund), James Abela (Fidelity Future Leaders Fund) and Casey McLean (Fidelity Australian Opportunities Fund) join forces to dissect August’s reporting season. How are shifting market dynamics ar…

Paul Taylor | 1.3km under the Gobi Desert: Rio Tinto’s solution for global copper supply

With high grade copper being harder and harder to find and demand increasing, what will the world’s largest miners do to meet global supply targets? Paul speaks with Sam Heithersay, Fidelity’s mining analyst who just came back from a recent research trip to Mongolia to discuss the outlook for copp…

Paul Taylor | 20 years of lessons, leaders and losers | Wisetech, SEEK, Billabong and Domino’s

In a slightly longer episode than usual, Paul looks back on 20 years of running the Fidelity Australian Equities Fund, with stories of some of the biggest winners and valuable lessons from the occasional losers. Hear the secrets behind the Fund’s success which has seen it outperform it’s benchmark…

Paul Taylor | The green premium: How Australia’s ESG standards could make us a winner for critical minerals

Could the rising demand for critical minerals reshape Australia’s commodities sector? In this month’s episode, Paul explores the concept of the “green premium” and its implications for Australian commodities in light of changes to the US’s Inflation Reduction Act and regulation in the EU. We also …

Paul Taylor | Investing in property when rates are rising? | Goodman Group, Blackmores & Silk Laser

As rates revert back to rising, property may not seem like a great place to be investing right now - but there’s still growth to be found. Paul breaks down why he thinks industrial property is the place to be in the current environment, and what makes Goodman Group his preferred play. We also dis…

Paul Taylor | What does SVB mean for Aussie financials?

March continued to put markets into flux with news of SVB collapsing and Credit Suisse being taken over. There was some reprieve locally at the start of April with rates going on hold - so can this be a sign financial contagion fears  have entered the system? This month Paul breaks down contagion …

Paul Taylor | Have rate rises done enough?

Reporting season finished up with the RBA hiking rates for the 10th time since May. Have they done enough, and which large cap sectors are seeing an impact on earnings? In this episode Paul looks back on February, the most recent rate hike and explains why learning from history is what will make u…

Paul Taylor | China and inflation: Headwind or tailwind?

China's re-opening: inflation is here to stay but what does it mean for investors? Listen in to this month’s episode with Portfolio Manager for the Fidelity Australian Equities Fund, Paul Taylor as he explores what has happened throughout January and the implications for markets, his portfolio and…