The past two decades have seen a lot of crises that have affected financial markets. The Global Financial Crisis, the European sovereign debt crisis, COVID-19, and the Russo-Ukrainian war. The list goes on.
Last month, Fidelity marked the 20 year anniversary of its Australian Equities Fund. The fund has consistently outperformed its benchmark, the S&P/ASX 200 Accumulation Index, netting over 11% per annum.
Paul Taylor, Head of Investments at Fidelity International, has captained that ship from inception to now.
In tomorrow’s episode of The Rules of Investing, Paul explains his process for finding what he terms the “holy grail” of investing – long-term compounders. He also discusses the market’s next buying window, the need to view stocks and their upside potential within the context of portfolio construction, and the next thing to break if rates keep rising.
Here’s a preview of what you can expect.
Is a golden era for income investors coming?
How Perpetual’s Vince Pezzullo invests when multiples retreat
The best inflation protection you can get
Oscar Oberg’s bear market guide to oversold small caps
Why Allan Gray is still bullish energy and cautious on darlings like CSL
Simon Shields: These stocks are turning market headwinds into competitive advantage
Ben Griffiths: A bull waiting for these three signs to charge at small caps
Charlie Jamieson: Bond market pricing in ”extraordinary” rate hikes
Like the traditional resources sector? Here’s why you’re gonna love renewables
The Greatest Hits (Volume 1)
3 ingredients for small cap success
The companies that Wall Street legend Jim Chanos is shorting in 2022
3 Aussie stocks for today’s market
Why Platinum is short US tech stocks and long China
What war in Ukraine means for investors
The real reason Aussie housing is expensive
One sector with 50 years of growth ahead
Season‘s greetings from Livewire Markets
Quality and growth: How Ben Clark consistently finds winners
The biggest opportunity since the internet
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