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.
Skamvougeras: Forgotten opportunities
Watling: Australian recession is still my base case
Steve Johnson: The search for extreme dislocations
Aitken: Trade wars present ‘tremendous opportunity’
Ben Griffiths: Markets are at an inflection point
Finding the next Macquarie Bank
Dr Philipp Hofflin: Beware of the widest moats
Tim Toohey's macro masterclass
A century of dividends
Platinum and Magellan: Inside the minds of Australia’s most successful global investors
The hottest investment theme on Earth
Investing in Global Disruption with Jeff Cole
Padley: The problem with buy and hold
Cooper reviews the Cooper Review
Platinum: The opportunity of a generation
Chris Stott: One last call
Fresh ideas from Future Generation
The value in being contrarian
Matthew Kidman: Uncut
Two small cap ideas with years of growth ahead
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